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[@F28X5](/creator/twitter/F28X5)
"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


"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


"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 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 1149 followers, XX engagements


"CoreWeave acquisition of Core Scientific is highly strategic for power and gigawatt (GW) capacity in the AI and high-performance computing (HPC) infrastructure market for several reasons: - The merger gives CoreWeave ownership of approximately XXX GW of gross power capacity across Core Scientifics national data center footprint plus an incremental X GW or more of potential power capacity available for expansion. - This nearly doubles CoreWeave's existing power and data center capacity significantly enhancing its scale to meet growing AI workloads. -Power availability is a critical bottleneck"  
[X Link](https://x.com/F28X5/status/1977764329693847740) [@F28X5](/creator/x/F28X5) 2025-10-13T15:52Z 1149 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 1149 followers, XX engagements


"Coreweave $CRWV + XXX% YTD $XXX $147B valuation 2026-2027 $XXX $441B valuation 2028-2029 $1500 $732B valuation 2030-2031"  
[X Link](https://x.com/F28X5/status/1977906718513234363) [@F28X5](/creator/x/F28X5) 2025-10-14T01:18Z 1149 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 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


"@_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 1148 followers, XX 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


"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


"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


"@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 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


"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


"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


"@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


"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


"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


"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


"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


"@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


"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


"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


"@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


"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 + 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 1148 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 1148 followers, XXX 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


"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


"@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


"@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


"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


"@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


"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


"@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


"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


"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


"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 1149 followers, XXX 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 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 1149 followers, 1186 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 1149 followers, 1542 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 1149 followers, 1470 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 1150 followers, XXX 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 1150 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 1149 followers, XX 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 1149 followers, XX 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 1149 followers, XXX 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 1149 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 1150 followers, XXX 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 1152 followers, XXX engagements


"CoreWeave Ventures represents a strategic evolution of CoreWeave from an AI infrastructure hyperscaler into an ecosystem orchestrator blending venture investing compute access and co-development partnerships to accelerate innovation across the AI value chain. Core Value Proposition CoreWeave Ventures offers startups not just funding but deep integration into its AI infrastructure platform. The program provides three core advantages: X. Capital and compute flexibility Founders receive direct capital or compute for equity arrangements where GPU capacity substitutes or complements financial"  
[X Link](https://x.com/F28X5/status/1979723925652423092) [@F28X5](/creator/x/F28X5) 2025-10-19T01:39Z 1152 followers, XX engagements

[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 "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 @F28X5 2025-10-13T19:02Z 1148 followers, 1658 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 @F28X5 2025-10-15T14:52Z 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 @F28X5 2025-10-16T12:27Z 1146 followers, XX 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 @F28X5 2025-10-01T02:00Z 1149 followers, XX engagements

"CoreWeave acquisition of Core Scientific is highly strategic for power and gigawatt (GW) capacity in the AI and high-performance computing (HPC) infrastructure market for several reasons: - The merger gives CoreWeave ownership of approximately XXX GW of gross power capacity across Core Scientifics national data center footprint plus an incremental X GW or more of potential power capacity available for expansion. - This nearly doubles CoreWeave's existing power and data center capacity significantly enhancing its scale to meet growing AI workloads. -Power availability is a critical bottleneck"
X Link @F28X5 2025-10-13T15:52Z 1149 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 @F28X5 2025-10-13T18:22Z 1149 followers, XX engagements

"Coreweave $CRWV + XXX% YTD $XXX $147B valuation 2026-2027 $XXX $441B valuation 2028-2029 $1500 $732B valuation 2030-2031"
X Link @F28X5 2025-10-14T01:18Z 1149 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 @F28X5 2025-10-16T18:00Z 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 @F28X5 2025-10-07T00:16Z 1150 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 @F28X5 2025-10-09T00:53Z 1148 followers, XX engagements

"This validates why Coreweave is on top $Crwv"
X Link @F28X5 2025-10-15T10:58Z 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 @F28X5 2025-10-15T11:18Z 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 @F28X5 2025-10-15T13:37Z 1149 followers, XXX engagements

"@RHouseResearch Coreweave AI Cloud is superior"
X Link @F28X5 2025-10-15T17:44Z 1149 followers, XXX 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 @F28X5 2025-10-15T20:02Z 1150 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 @F28X5 2025-10-15T21:04Z 1150 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 @F28X5 2025-10-15T22:29Z 1149 followers, XXX 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 @F28X5 2025-10-16T00:02Z 1149 followers, XXX engagements

"CoreWeave AI Cloud whitepaper XX pages $CRWV"
X Link @F28X5 2025-10-16T00:17Z 1149 followers, XXX engagements

"Project Horizon/poolsideAI/Coreweave in West Texas 2GW larger than OpenAI Stargate/Crusoe- Abilene TX (Lancium Clean Campus) 1.2GW"
X Link @F28X5 2025-10-16T01:03Z 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 @F28X5 2025-10-16T01:17Z 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 @F28X5 2025-10-16T01:48Z 1149 followers, XX 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 @F28X5 2025-10-16T03:28Z 1148 followers, XXX 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 @F28X5 2025-10-16T11:52Z 1147 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 @F28X5 2025-10-16T12:17Z 1147 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 @F28X5 2025-10-16T14:08Z 1149 followers, XXX 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 @F28X5 2025-10-16T15:13Z 1149 followers, XXX 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 @F28X5 2025-10-16T16:48Z 1148 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 @F28X5 2025-10-16T17:21Z 1148 followers, XXX 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 @F28X5 2025-10-16T17:44Z 1148 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 @F28X5 2025-10-16T17:54Z 1148 followers, XXX engagements

"@TShirtnJeans2 @hhuang NVIDIA is actively developing ASICs Nvidia is covering all the bases just in case"
X Link @F28X5 2025-10-16T18:05Z 1149 followers, XX engagements

"@hhuang $CRWV Gross margin XX% + Defining the Essential Cloud for AI Whitepaper"
X Link @F28X5 2025-10-16T18:10Z 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 @F28X5 2025-10-16T22:17Z 1148 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 @F28X5 2025-10-16T23:39Z 1148 followers, XXX engagements

"NVIDIA XX% + AI datacenter GPU Coreweave XX% neocloud AI GPU $NVDA $CRWV"
X Link @F28X5 2025-10-17T03:31Z 1147 followers, XXX engagements

"@rohanpaul_ai You come at the king best not miss Watch how quickly Nvidia backed Coreweave grow 10X"
X Link @F28X5 2025-10-17T04:30Z 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 @F28X5 2025-10-17T05:17Z 1148 followers, XX 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 @F28X5 2025-10-17T15:17Z 1148 followers, XX 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 @F28X5 2025-10-12T13:51Z 1149 followers, XXX 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 @F28X5 2025-10-13T17:10Z 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 @F28X5 2025-10-14T14:11Z 1149 followers, 1186 engagements

"CoreWeave is set to expand its data center capacity and power footprint through the addition of Core Scientific facilities. $Crwv $Corz"
X Link @F28X5 2025-10-14T20:28Z 1149 followers, 1542 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 @F28X5 2025-10-15T21:10Z 1149 followers, 1470 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 @F28X5 2025-10-16T21:26Z 1150 followers, XXX 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 @F28X5 2025-10-17T15:53Z 1150 followers, XXX engagements

"@dwarkesh_sp @karpathy no humans possess AGI it wont take XX years don't think linearly"
X Link @F28X5 2025-10-17T18:34Z 1149 followers, XX engagements

"@The_AI_Investor its will accelerate AGI is close Watch the GDP"
X Link @F28X5 2025-10-17T20:53Z 1149 followers, XX 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 @F28X5 2025-10-17T23:53Z 1149 followers, XXX engagements

"@a16z @pmarca GPT X + Sora X is all you need"
X Link @F28X5 2025-10-18T01:32Z 1149 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 @F28X5 2025-10-10T16:25Z 1150 followers, XXX engagements

"Forecast Price Target - X to X months CoreWeave $CRWV $XXX $148B valuation Tempus AI $TEM $XXX $69B valuation"
X Link @F28X5 2025-10-12T15:21Z 1152 followers, XXX engagements

"CoreWeave Ventures represents a strategic evolution of CoreWeave from an AI infrastructure hyperscaler into an ecosystem orchestrator blending venture investing compute access and co-development partnerships to accelerate innovation across the AI value chain. Core Value Proposition CoreWeave Ventures offers startups not just funding but deep integration into its AI infrastructure platform. The program provides three core advantages: X. Capital and compute flexibility Founders receive direct capital or compute for equity arrangements where GPU capacity substitutes or complements financial"
X Link @F28X5 2025-10-19T01:39Z 1152 followers, XX engagements

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/creator/twitter::1487197845476319237/posts