[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@F28X5 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1487197845476319237.png) @F28X5 F22

F22 posts on X about $crwv, open ai, infrastructure, core scientific the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1487197845476319237/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1487197845476319237/c:line/m:interactions.svg)

- X Week XXXXXX +165%
- X Month XXXXXX +1,143%
- X Months XXXXXXX +23%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1487197845476319237/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1487197845476319237/c:line/m:posts_active.svg)

- X Week XXX +58%
- X Month XXX +447%
- X Months XXX +73%
- X Year XXX +0.77%

### Followers: XXXXX [#](/creator/twitter::1487197845476319237/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1487197845476319237/c:line/m:followers.svg)

- X Week XXXXX +3%
- X Month XXXXX +4.70%
- X Months XXXXX +20%
- X Year XXXXX +17%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1487197845476319237/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1487197845476319237/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1487197845476319237/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXX% [celebrities](/list/celebrities)  XXXX% [vc firms](/list/vc-firms)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$crwv](/topic/$crwv) #67, [open ai](/topic/open-ai) 2.62%, [infrastructure](/topic/infrastructure) #2374, [core scientific](/topic/core-scientific) 2.03%, [$tem](/topic/$tem) #29, [$10b](/topic/$10b) #69, [$nbis](/topic/$nbis) #119, [$googl](/topic/$googl) 1.16%, [oracle](/topic/oracle) #575, [all the](/topic/all-the) XXXX%

**Top accounts mentioned or mentioned by**
[@elonmusk](/creator/undefined) [@theaiinvestor](/creator/undefined) [@alc2022](/creator/undefined) [@potus](/creator/undefined) [@amitisinvesting](/creator/undefined) [@xai](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@unusualwhales](/creator/undefined) [@realaliciacryst](/creator/undefined) [@tesla](/creator/undefined) [@kobeissiletter](/creator/undefined) [@nvidia](/creator/undefined) [@cernbasher](/creator/undefined) [@dylan522p](/creator/undefined) [@kimmonismus](/creator/undefined) [@robotaxi](/creator/undefined) [@bethkindig](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@rihardjarc](/creator/undefined) [@youtube](/creator/undefined)

**Top assets mentioned**
[CoreWeave, Inc. (CRWV)](/topic/$crwv) [Core Scientific, Inc. Common Stock (CORZ)](/topic/core-scientific) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oracle Corporation (ORCL)](/topic/$orcl) [TeraWulf Inc. (WULF)](/topic/terawulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/cipher-mining) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [IREN Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [BlackBerry Limited (BB)](/topic/blackberry) [Motorola Solutions Inc (MSI)](/topic/motorola) [Nokia Corporation (NOK)](/topic/$nok) [Hims & Hers Health, Inc. (HIMS)](/topic/hims-hers) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts [#](/creator/twitter::1487197845476319237/posts)
---
Top posts by engagements in the last XX hours

"Project Horizon/poolsideAI/Coreweave in West Texas 2GW larger than OpenAI Stargate/Crusoe- Abilene TX (Lancium Clean Campus) 1.2GW"  
[X Link](https://x.com/F28X5/status/1978627932231799238) [@F28X5](/creator/x/F28X5) 2025-10-16T01:03Z 1148 followers, XXX engagements


"CoreWeave and Core Scientific joining forces marks a transformative leap in AI cloud infrastructure with unmatched scale speed performance reliability and cost efficiency. - Positioning them as the premier challenger to the largest cloud service providers. By vertically integrating Core Scientifics robust 1.3GW national data center footprint and power capacity with CoreWeaves AI-optimized GPU cloud platform the combined entity unlocks operational efficiencies that slash over $XX billion in future lease obligations and drive $XXX million in annual cost savings by 2027. - This strategic"  
[X Link](https://x.com/F28X5/status/1977802100831621211) [@F28X5](/creator/x/F28X5) 2025-10-13T18:22Z 1145 followers, XX engagements


"@HyperTechInvest "monkey see monkey do" $AMD major cloud service providers (CSPs) and hyperscalers such as Microsoft Google Amazon and Oracle are now likely to demand equity-linked structures with AMD similar to the OpenAIAMD deal when negotiating large AI compute or chip supply contracts"  
[X Link](https://x.com/F28X5/status/1978612422328926470) [@F28X5](/creator/x/F28X5) 2025-10-16T00:02Z 1149 followers, XXX engagements


"@dwarkesh_sp @karpathy no humans possess AGI it wont take XX years don't think linearly"  
[X Link](https://x.com/F28X5/status/1979254824882299307) [@F28X5](/creator/x/F28X5) 2025-10-17T18:34Z 1148 followers, XX engagements


"@a16z @pmarca GPT X + Sora X is all you need"  
[X Link](https://x.com/F28X5/status/1979359883347767346) [@F28X5](/creator/x/F28X5) 2025-10-18T01:32Z 1148 followers, XX engagements


"Ai compute demand remains relentless. CoreWeave is chronically supply-constrained meaning customers want more capacity than it can currently deliver. $CRWV The AI infrastructure giant ended Q2 with XXX megawatts of active power and expects to end 2025 with XXX megawatts. The scale of customer conversations has exploded as XX months ago deals involved 10-megawatt deployments while today customers are discussing gigawatt-plus-scale projects. CoreWeave's competitive advantage is evident. Independent research firm SemiAnalysis rated them as the only platinum-tier GPU cloud provider a distinction"  
[X Link](https://x.com/F28X5/status/1978791186270736750) [@F28X5](/creator/x/F28X5) 2025-10-16T11:52Z 1147 followers, XXX engagements


"@SpaceX lets catch Starship with the chopstick"  
[X Link](https://x.com/F28X5/status/1978190886136644081) [@F28X5](/creator/x/F28X5) 2025-10-14T20:07Z 1145 followers, XX engagements


"@TShirtnJeans2 @hhuang NVIDIA is actively developing ASICs Nvidia is covering all the bases just in case"  
[X Link](https://x.com/F28X5/status/1978884926725398852) [@F28X5](/creator/x/F28X5) 2025-10-16T18:05Z 1149 followers, XX engagements


"CoreWeave AI Cloud whitepaper XX pages $CRWV"  
[X Link](https://x.com/F28X5/status/1978616180614078659) [@F28X5](/creator/x/F28X5) 2025-10-16T00:17Z 1149 followers, XXX engagements


"CoreWeave is morphing into a potential trillion dollar company in the next XX years by evolving from a GPU infrastructure provider into a full-stack AI infrastructure platform focused on the AI agent revolution. $CRWV Jeff Bezos Big things start small"  
[X Link](https://x.com/F28X5/status/1978420149561565323) [@F28X5](/creator/x/F28X5) 2025-10-15T11:18Z 1149 followers, XXX engagements


"@DeryaTR_ @kimmonismus Tempus AI AstraZeneca and Pathos AI training the largest multimodal foundation model in oncology. Expected to finish training Q3 2026"  
[X Link](https://x.com/F28X5/status/1978664298147618900) [@F28X5](/creator/x/F28X5) 2025-10-16T03:28Z 1148 followers, XXX engagements


"Mark Twain famously said "History doesn't repeat itself but it often rhymes." Apple disrupted Nokia BlackBerry HTC and Motorola by fundamentally changing the mobile phone ecosystem not just with hardware but through software services user experience business model innovation and so forth. The iPhone made smartphones easy to use integrated an app ecosystem (App Store) and focused on customer experience rather than just incremental hardware improvements. Nokia and others focused on technology and features but missed the bigger ecosystem and platform shift. Who will Nvidia disrupt during this AI"  
[X Link](https://x.com/F28X5/status/1978639237684621756) [@F28X5](/creator/x/F28X5) 2025-10-16T01:48Z 1149 followers, XX engagements


"@bearlyai AMD's dilution is worst AMD-OpenAI equity chips deal is not one off"  
[X Link](https://x.com/F28X5/status/1978250032487772637) [@F28X5](/creator/x/F28X5) 2025-10-15T00:02Z 1147 followers, XXX engagements


"@mark_k @OpenAI OpenAI can use Sakana AIs Darwin Gdel Machine (DGM) self-recursive improvement capability to release a new GPT model every X months"  
[X Link](https://x.com/F28X5/status/1978969082243244145) [@F28X5](/creator/x/F28X5) 2025-10-16T23:39Z 1148 followers, XXX engagements


"Coreweave should realize $10B in revenues should it exercised the 500MW option with this deal. This is 3X Coreweaves trailer revenues for the past XX months approx. $XXXX billion TTM 🤯$CRWV X gigawatt (GW) buildout of Project Horizon with Poolside. Here's a detailed breakdown: Initial Phase Commitment: CoreWeave has secured a 15-year lease as the anchor tenant for the initial phase of Project Horizon which comprises XXX megawatts (MW) of gross power. This phase is set to begin coming online by late 2026 as noted in the Bloomberg article. The related web results from Businesswire and"  
[X Link](https://x.com/F28X5/status/1978535673133977976) [@F28X5](/creator/x/F28X5) 2025-10-15T18:57Z 1149 followers, XXX engagements


"@_Investinq Large neoclouds are better at monetizing AI workloads than legacy CSP in general. Look at their margins. 👀 Coreweave revenue TTM $2.59B gross profit $1.91B TTM gross margin XXXX% Nebius revenue TTM $250M gross profit $140M TTM gross margin 53.7%"  
[X Link](https://x.com/F28X5/status/1976088652397862937) [@F28X5](/creator/x/F28X5) 2025-10-09T00:53Z 1146 followers, XX engagements


"@rohanpaul_ai You come at the king best not miss Watch how quickly Nvidia backed Coreweave grow 10X"  
[X Link](https://x.com/F28X5/status/1979042389567144015) [@F28X5](/creator/x/F28X5) 2025-10-17T04:30Z 1148 followers, XX engagements


"@ZaStocks Great analogy XX% of Nvidias public equity holdings are invested in CoreWeave shares should be reassuring. Nvidia has excellent visibility into the AI market"  
[X Link](https://x.com/F28X5/status/1978825263791112408) [@F28X5](/creator/x/F28X5) 2025-10-16T14:08Z 1149 followers, XXX engagements


"Coreweave's revenue growth is larger than the sum of all the other companies combined. Zoom out. Revenue growth Est. 2026 Coreweave $Crwv $11.5B vs Eos Energy $Eose $2.93B Nebius $Nbis $2.8B Terawulf $Wulf $1.82B Cipher Mining $Cifr $1.18B Applied Digital $Apld $1.0B Iren $Iren $681M Total = $10.4B"  
[X Link](https://x.com/F28X5/status/1978101404465086708) [@F28X5](/creator/x/F28X5) 2025-10-14T14:11Z 1150 followers, 1178 engagements


"CoreWeave is set to expand its data center capacity and power footprint through the addition of Core Scientific facilities. $Crwv $Corz"  
[X Link](https://x.com/F28X5/status/1978196208649736512) [@F28X5](/creator/x/F28X5) 2025-10-14T20:28Z 1145 followers, 1493 engagements


"The trouble is you think you have time Jack Kornfield $CRWV Coreweave- First to deploy Serverless (RL) Platform NVIDIA Spectrum-XGS Ethernet NVIDIA RTX PRO 6000 NVIDIA GB300 NVL72 NVIDIA GB200 NVL72 NVIDIA H200 GPUs"  
[X Link](https://x.com/F28X5/status/1978279690797223941) [@F28X5](/creator/x/F28X5) 2025-10-15T02:00Z 1145 followers, XXX engagements


"CSPs and hyperscalers are consuming most of their AI compute capacity for internal workloads and model development. They are Inadvertently driving customers toward CoreWeave and other neocloud providers. Over time this strategy could weaken their market position by ceding enterprise AI demand to more specialized competitors. CoreWeave is rapidly evolving into a full-stack AI cloud platform at unprecedented speed. They are so fast nimble adaptive and technical they may stay on top indefinitely. $CRWV"  
[X Link](https://x.com/F28X5/status/1978474027795587543) [@F28X5](/creator/x/F28X5) 2025-10-15T14:52Z 1149 followers, XXX engagements


"CoreWeave Inc. (NASDAQ: $CRWV) announced a partnership with foundation model company Poolside to provide AI cloud services supporting Poolside's artificial general intelligence development and enterprise agent deployment. CoreWeave will supply a cluster of NVIDIA GB300 NVL72 systems containing more than 40000 GPUs according to the press release. CoreWeave also plans to serve as anchor tenant and operational partner for the first phase of Poolside's Project Horizon a 2GW AI campus in West Texas. The initial phase encompasses 250MW of gross power with an option to expand capacity by an"  
[X Link](https://x.com/F28X5/status/1978455251431612688) [@F28X5](/creator/x/F28X5) 2025-10-15T13:37Z 1149 followers, XXX engagements


"The vote on the Core Scientific and CoreWeave deal is scheduled for October XX 2025. I expect Coreweave to annouce atleast X more deal before than. $Orcl $Goog $Msft $Amzn $Crwv $Corz"  
[X Link](https://x.com/F28X5/status/1977371591781625958) [@F28X5](/creator/x/F28X5) 2025-10-12T13:51Z 1145 followers, XXX engagements


"This validates why Coreweave is on top $Crwv"  
[X Link](https://x.com/F28X5/status/1978415295971680359) [@F28X5](/creator/x/F28X5) 2025-10-15T10:58Z 1149 followers, XXX engagements


"Always evaluate CoreWeave through this perspective. CoreWeave is reinventing the cloud from the ground up to meet the unique demands of AI which makes its offerings more powerful and specialized than traditional cloud providers. Coreweave latest whitepaper Defining the Essential Cloud for AI"  
[X Link](https://x.com/F28X5/status/1978799858396942539) [@F28X5](/creator/x/F28X5) 2025-10-16T12:27Z 1146 followers, XX engagements


"Coreweave + XXX% YTD There were signs; you just have to open your eyes and connect the dots. **Post Core Scientific acquisition $CRWV should run.** X. Jensen Huang CEO of Nvidia expressed regret about not investing more in CoreWeave X. Nvidias public holdings overwhelmingly focus on CoreWeave with approximately XXXXX% of its investment portfolio allocated to this AI cloud infrastructure provider"  
[X Link](https://x.com/F28X5/status/1978865695950532703) [@F28X5](/creator/x/F28X5) 2025-10-16T16:48Z 1149 followers, XXX engagements


"@hhuang $CRWV Gross margin XX% + Defining the Essential Cloud for AI Whitepaper"  
[X Link](https://x.com/F28X5/status/1978886320144441345) [@F28X5](/creator/x/F28X5) 2025-10-16T18:10Z 1149 followers, XXX engagements


"CoreWeave announced the deal to acquire Core Scientific on July X 2025 CoreWeave's market cap was approx. $XXXX billion. Coreweave is valued at $66B market cap today Coreweave may revist all time highs of $XXX (+ 35%) before the vote on the proposed merger scheduled for October XX 2025. $CRWV $CORZ"  
[X Link](https://x.com/F28X5/status/1973206400961482945) [@F28X5](/creator/x/F28X5) 2025-10-01T02:00Z 1145 followers, XX engagements


"The planned Poolside-CoreWeave Project Horizon data center in West Texas (2 GW) is significantly larger in total capacity than the OpenAI Crusoe data center in Texas (1.2 GW) picture below. Project Horizon is being developed to reach X gigawatts enough to power about XXX million US homes and will be built in eight phases of XXX MW each with CoreWeave as anchor tenant and operations partner for the initial phase. CoreWeave is contracted for the first XXX megawatts (MW) of capacity at the Poolside Project Horizon campus in West Texas and holds an option to acquire an additional 500MW for future"  
[X Link](https://x.com/F28X5/status/1978552083713237162) [@F28X5](/creator/x/F28X5) 2025-10-15T20:02Z 1150 followers, XXX engagements


"This agreement will prevent dilution of xAI shareholders. Apparently Elon is no ok with shareholder dilution like Lisa Su. For AMD offering a preferential deal to OpenAI could risk antagonizing its broader customer base particularly major CSPs and hyperscaler partners who may perceive such terms as unbalanced or exclusionary. Some will seek equity for compute deals for future purchases thats for sure"  
[X Link](https://x.com/F28X5/status/1978882371706372442) [@F28X5](/creator/x/F28X5) 2025-10-16T17:54Z 1148 followers, XXX engagements


"Tempus AI Pathos AI and AstraZeneca started training their AI model as part of a multi-year $XXX million collaboration announced in April 2025 and should be completed by June 2026 This partnership aims to build a comprehensive multimodal foundation model in oncology leveraging Tempus' vast de-identified oncology data repository. The AI model developed by Tempus AstraZeneca and Pathos AI is designed to unlock significant value and insights in oncology R&D and patient care. Specifically this multimodal foundation model can: X. Gather comprehensive biological and clinical insights by integrating"  
[X Link](https://x.com/F28X5/status/1978631395707949374) [@F28X5](/creator/x/F28X5) 2025-10-16T01:17Z 1148 followers, XXX engagements


"@alc2022 OpenAIs team is frequently seen building on MacBook hardware and rarely on Chromebooks or Windows laptops. This leads me to believe that their primary AI infrastructure will be based predominantly on Nvidia architecture"  
[X Link](https://x.com/F28X5/status/1978264792621064372) [@F28X5](/creator/x/F28X5) 2025-10-15T01:00Z 1145 followers, XX engagements


"Tempus AI $TEM + XXX% Ytd Hims & Hers Health $HIMS + XXX% Ytd Both show strong resilience and have competitive moats but their moats and potential for sustainable outsized stock appreciation differ significantly due to their business models and market positioning. Tempus AI Durability and Moat - Tempus AI operates at the intersection of AI-driven precision medicine and genomics leveraging a large proprietary multimodal dataset advanced AI algorithms and a comprehensive integrated platform spanning diagnostics to clinical application. - This creates a strong data moat network effects and"  
[X Link](https://x.com/F28X5/status/1976685426027938052) [@F28X5](/creator/x/F28X5) 2025-10-10T16:25Z 1149 followers, XXX engagements


"Oracle may need to lease compute from others in the short term to meet the XXX% YoY growth in AI infrastructure demand given its current Capex limitations and lack of rapid self-build datacenter capacity. $CRWV $ORCL Would Oracle favor CoreWeave if it needed to lease compute Yes probability. Here's why X. Scalability and Reliability CoreWeave is a specialist neocloud focused on GPU-heavy AI workloads and has been winning large AI contracts (OpenAI Meta Poolside deals). Specialists like CoreWeave are among the few providers able to deliver large blocks of GPU/bare-metal quickly. X. Alignment"  
[X Link](https://x.com/F28X5/status/1978948486793216266) [@F28X5](/creator/x/F28X5) 2025-10-16T22:17Z 1148 followers, XXX engagements


"@alc2022 Do you support AMD pursuing equity for compute partnerships with major cloud service providers and hyperscalers similar to OpenAI"  
[X Link](https://x.com/F28X5/status/1978614957483651399) [@F28X5](/creator/x/F28X5) 2025-10-16T00:12Z 1145 followers, XX engagements


"Jensen Huang has spoken positively about CoreWeave and also expressed regret for not investing more in CoreWeave. Jensen has more visibility in the AI space than all XXX million of us on X collectively. Both will succeed and i expect Crwv to start outperforming Nbis once Core Scientific merger is finalized in Nov $Nbis $34B vs $Crwv $70B"  
[X Link](https://x.com/F28X5/status/1977812129542803832) [@F28X5](/creator/x/F28X5) 2025-10-13T19:02Z 1148 followers, 1658 engagements


"There is a clear shortage of technical talent capable of deploying AMD server architectures at scale. The challenge of operationalizing these systems for complex AI and HPC workloads remains significant. AMDs ROCm and heterogeneous computing ecosystem are still underdeveloped even with potential assistance from NVIDIAs engineering teams their maturity gap would be difficult to close. Building out AMDs ecosystem will require considerable time capital and sustained effort. Expect delays and operational growing pains across integration cycles. @SemiAnalysis_ @dylan522p"  
[X Link](https://x.com/F28X5/status/1978879765370278037) [@F28X5](/creator/x/F28X5) 2025-10-16T17:44Z 1148 followers, XXX engagements


"@Dr_Singularity Level X has arrived Nearly all major drug companies are rushing to adopt AI for research and development because AI significantly accelerates drug discovery reduces costs and improves success rates in clinical trials. Partnering with Tempus AI $TEM is more vital than ever"  
[X Link](https://x.com/F28X5/status/1978935653275427158) [@F28X5](/creator/x/F28X5) 2025-10-16T21:26Z 1149 followers, XXX engagements


"@RHouseResearch Coreweave AI Cloud is superior"  
[X Link](https://x.com/F28X5/status/1978517284512563545) [@F28X5](/creator/x/F28X5) 2025-10-15T17:44Z 1149 followers, XXX engagements


"@The_AI_Investor its will accelerate AGI is close Watch the GDP"  
[X Link](https://x.com/F28X5/status/1979289610804171228) [@F28X5](/creator/x/F28X5) 2025-10-17T20:53Z 1148 followers, XX engagements


"Coreweave's revenue growth is larger than the sum of all the other companies combined. Revenue growth Est. 2026 Coreweave $Crwv $11.5B vs Eos Energy $Eose $2.93B Nebius $Nbis $2.8B Terawulf $Wulf $1.82B Cipher Mining $Cifr $1.18B Applied Digital $Apld $1.0B Iren $Iren $681M Total = $10.4B"  
[X Link](https://x.com/F28X5/status/1978569203134177736) [@F28X5](/creator/x/F28X5) 2025-10-15T21:10Z 1148 followers, 1468 engagements


"Poolside-CoreWeaves AI campus in West Texas uses about XXX acres to deliver X GW of power making it very compact and power-dense. In contrast OpenAI-Crusoes Stargate campus in Abilene TX spans roughly 1100 acres but offers XXX GW nearly half the power on double the land. Poolside-CoreWeave achieves higher power per acre by using a modular efficient design and direct natural gas energy while OpenAI-Crusoe emphasizes sustainability with renewables and larger physical facilities. The high power density approach used by CoreWeave-Poolside in their Project Horizon development does help with cost"  
[X Link](https://x.com/F28X5/status/1978841624814747757) [@F28X5](/creator/x/F28X5) 2025-10-16T15:13Z 1149 followers, XXX engagements


"Coreweave just 3X TTM revenue of $3.5B with this deal with poolside 250MW + 500MW ($10B) The planned Poolside-CoreWeave Project Horizon data center in West Texas (2 GW) is significantly larger in total capacity than the OpenAI Crusoe data center in Texas (1.2 GW) $CRWV"  
[X Link](https://x.com/F28X5/status/1978567783387484268) [@F28X5](/creator/x/F28X5) 2025-10-15T21:04Z 1150 followers, XXX engagements


"@StockMKTNewz This allows xAI to avoid equity dilution or direct debt while securing Nvidia hardware. AMD-OpenAI equity for compute deal is unique and not one off for Amd to stay competitive"  
[X Link](https://x.com/F28X5/status/1978874020855435677) [@F28X5](/creator/x/F28X5) 2025-10-16T17:21Z 1149 followers, XXX engagements


"The CoreWeave AI Cloud is purpose-built for the builders of AI and the future. CoreWeave is reinventing the cloud from the ground up to meet the unique demands of AI which makes its offerings more powerful and specialized than traditional cloud providers. Always evaluate **CoreWeave through this perspective.** Coreweave Unveils CoreWeave AI Object Storage an industry-leading fully managed object storage service. CoreWeave AI Object Storage performance scales as AI workloads grow and maintains superior throughput across distributed GPU nodes from any region on any cloud or on-premises. Powered"  
[X Link](https://x.com/F28X5/status/1978797395228889381) [@F28X5](/creator/x/F28X5) 2025-10-16T12:17Z 1147 followers, XX engagements


"Top performing Ai companies accelerating drug discovery CAGR 2024-2029 of XXXX% X. Tempus $TEM + XXX% YTD X. Relay Therapeutics $RLAY + XX% Tempus AI and Relay Therapeutics have distinct data advantages in their respective fields of precision medicine and drug discovery. Tempus AIs Data Advantage Tempus AI has one of the worlds largest libraries of multimodal medical data including genomic sequences pathology slides radiology images and electronic health records linked to patient outcomes. Their data ecosystem continuously expands with a large and growing clinical sequencing volume now in the"  
[X Link](https://x.com/F28X5/status/1977783957778268163) [@F28X5](/creator/x/F28X5) 2025-10-13T17:10Z 1147 followers, XXX engagements


"GPU/AI-specific revenue current estimates $Amzn AWS $17.523.5B $Msft Azure $14B $Goog Google Cloud $7.510B $Crwv Coreweave $5B $Orcl Oracle OCI $XXX billion $Nbis Nebius $500-550M"  
[X Link](https://x.com/F28X5/status/1979334941612585467) [@F28X5](/creator/x/F28X5) 2025-10-17T23:53Z 1148 followers, XXX engagements


"Coreweaves 2026 revenue estimate of approx. $XXXX billion is very likely to be revised upward to $XX billion to $XX billion range (21.7% to XXXX% increase) with its recent multi-billion dollar deals with Meta and OpenAI. $Crwv $Meta"  
[X Link](https://x.com/F28X5/status/1978115194325762117) [@F28X5](/creator/x/F28X5) 2025-10-14T15:06Z 1147 followers, XXX engagements


"@hhuang Most should partner with Broadcom but seeing how Tesla wasn't successful with Dojo after X years the probability of success is extremely low considering X. How rapid Nvidia is moving innovating adapting X. Tesla team is elite beyond excellent"  
[X Link](https://x.com/F28X5/status/1978883888110866843) [@F28X5](/creator/x/F28X5) 2025-10-16T18:00Z 1148 followers, XXX engagements


"NVIDIA Blackwell GPUs are expected to last on avg. about X to X years under typical heavy AI workload conditions. It will last longer on Coreweave AI cloud 6-7 years with Nvidia Spectrum-XGS ethernet orchestrating and optimizing workloads can indirectly help extend the lifespan of GPUs in AI data centers"  
[X Link](https://x.com/F28X5/status/1978589035816698014) [@F28X5](/creator/x/F28X5) 2025-10-15T22:29Z 1149 followers, XXX engagements


"Underinvesting in Nvidia GPUs is foolhardy especially when your capex is $100B + ** Coreweave $Crwv +238% (+48.9B) Oracle $Orcl +73% (+$345.7B) **Amazon $Amzn -XXXX% (-$10B) Google $Goog +31% (+$720B) Microsoft $Msft +24% (+$760B)"  
[X Link](https://x.com/F28X5/status/1975354453785039321) [@F28X5](/creator/x/F28X5) 2025-10-07T00:16Z 1150 followers, XXX engagements


"CoreWeave stands at the forefront of the AI revolution through electrifying partnerships with two of the industrys top powerhouses Nvidia and OpenAI. CoreWeave is fueling innovation and delivering unprecedented compute capacity for the worlds most demanding AI workloads. This alliance positions CoreWeave at the forefront of next-generation AI unlocking new possibilities and accelerating transformative breakthroughs across industries. CoreWeave is indisputably a leading AI cloud computing platform company Four data points X. CoreWeave has a massive revenue backlog of approximately $XX billion"  
[X Link](https://x.com/F28X5/status/1979205230425174151) [@F28X5](/creator/x/F28X5) 2025-10-17T15:17Z 1148 followers, XX engagements


"CSPs are at a structural disadvantage in this phase of the AI infrastructure race. Theyre massive profitable and stable but slow moving giants. CoreWeave is hungry tightly focused and fully aligned with the AI era. Lets break this down analytically across execution architecture economics and culture to explain why CoreWeaves agility and purpose-built design give it a real edge. X. Architectural Advantage: Purpose-Built vs. Retrofitted CoreWeave - Built from the ground up for AI and GPU workloads not generalized cloud tasks like web hosting or databases. - Its data centers are optimized around"  
[X Link](https://x.com/F28X5/status/1979054053721084188) [@F28X5](/creator/x/F28X5) 2025-10-17T05:17Z 1148 followers, XX engagements


"Hindsight is always 20/20 CoreWeave makes up XX% of Nvidia's investment portfolio $CRWV $NVDA"  
[X Link](https://x.com/F28X5/status/1978281777849372718) [@F28X5](/creator/x/F28X5) 2025-10-15T02:08Z 1145 followers, XXX engagements


"Eric Schmidt "I think that I can tell you as a CEO every mistake I made was fundamentally one of time. When I look back at what we did at Google we obviously did very well. Android has XX% market share but we didn't move fast enough. We didn't take it to its logical extreme. My message to you is if you're going to do what I'm the areas that we're discussing do it now and move very very fast. This market has so many players. There's so there's so much money at stake that you will be bypassed if you spend too much time worrying about anything other than building incredible products." "AI"  
[X Link](https://x.com/F28X5/status/1978306693558628614) [@F28X5](/creator/x/F28X5) 2025-10-15T03:47Z 1145 followers, XX engagements


"Forecast Price Target - X to X months CoreWeave $CRWV $XXX $148B valuation Tempus AI $TEM $XXX $69B valuation"  
[X Link](https://x.com/F28X5/status/1977394269523443781) [@F28X5](/creator/x/F28X5) 2025-10-12T15:21Z 1146 followers, XXX engagements


"A flurry of deals are dropping before Core Scientific shareholder merger vote on Oct XX 2025 9/9/2025 - $XXX billion cloud deal with Nvidia involving the purchase of CoreWeaves unsold cloud capacity through 2032 9/25/2025 - partnership expansion with OpenAI by up to $6.5B. Total contract value with OpenAI $XXXX billion 9/30/2025 - $XXXX billion AI infrastructure deal with Meta Platforms $CRWV $CORZ"  
[X Link](https://x.com/F28X5/status/1973210034893939085) [@F28X5](/creator/x/F28X5) 2025-10-01T02:15Z 1145 followers, XX engagements


"Poolside-CoreWeaves AI campus construction is expected to finish much quicker than OpenAIs Stargate campus in Abilene TX primarily due to several innovative construction and design methodologies they are employing and can likely reduce construction time by XX% to XX% or more. $CRWV - Poolsides Project Horizon uses a hybrid modular build model where major components such as electrical cooling systems and compute modules are factory-built off-site. - This allows modules to be shipped and installed rapidly with minimal on-site labor. ( **like assembling Lego Blocks** ) - Each X MW data hall"  
[X Link](https://x.com/F28X5/status/1979214158361980991) [@F28X5](/creator/x/F28X5) 2025-10-17T15:53Z 1148 followers, XXX engagements


"NVIDIA XX% + AI datacenter GPU Coreweave XX% neocloud AI GPU $NVDA $CRWV"  
[X Link](https://x.com/F28X5/status/1979027496709296623) [@F28X5](/creator/x/F28X5) 2025-10-17T03:31Z 1147 followers, XXX engagements