Post

CoreWeave’s revenue growth caught my eye, but the commitments matter even more. ⚡ The company reported $2.58B in Q2 revenue, up 112% year over year, and signed over $25B in new customer commitments in early Q3. That suggests AI compute demand is being booked years ahead, not bought casually each month. The next question is execution: commitments only become valuable if CoreWeave can finance and deliver the required capacity without infrastructure costs outrunning revenue. #CPIEasesHikeBets #AIInfraEarningsWatch #SpaceX99%ValueFromAI $BTC $ETH $OKB