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CoreWeave

NVIDIA’s 10× Vera Rubin result needs the missing math

July 21, 2026

CoreWeave says the first measured result from a live NVIDIA Vera Rubin NVL72 rack delivered up to 10 times the DeepSeek-R1 token throughput per megawatt of a GB200 NVL72 at the same interactivity target. That…

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Neocloud Stocks: CRWV, NBIS, IREN, APLD in 2026

May 24, 2026

Neocloud stocks have become the purest public-market way to bet on the AI compute shortage: companies that package GPUs, data centers, power and cloud software into capacity for AI labs and enterprises. The best names…

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CoreWeave Stock: $99B Backlog Meets Debt Test

May 11, 2026

Article Brief Key Takeaways 4 points24s read 01The issue–CoreWeave’s Q1 proved AI cloud demand, but the stock reaction was about financing that demand. 02The backlog–Revenue backlog reached $99.4 billion at March 31, 2026, up sharply…

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Nvidia Stock’s GPU Debt Risk Behind the AI Boom

May 11, 2026

$215.20▲ +3.70 (+1.75%) Market Cap $5.27T Day Range $212.95 – $217.75 Volume 136.4M Market status U.S. regular session closed; snapshot as of Friday, May 8, 2026, 4:00 p.m. ET. Article lens GPU financing, customer balance…

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