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CoreWeave’s numbers are impressive: $2.58B in Q2 revenue, up 112% year over year, plus more than $25B in new customer commitments early in Q3. The bigger story is that AI-compute demand is being contracted well ahead of actual delivery. That gives CoreWeave stronger visibility, but it also creates a major execution challenge: converting those commitments into revenue while expanding infrastructure, managing financing costs, and maintaining margins. So the key question isn’t simply “How fast is AI demand growing?” It’s “Can CoreWeave scale profitably enough to turn that demand into sustainable cash flow?” For AI infrastructure, execution may matter more than headline growth from here.