Story thread · 3 reports / 3 sources
CoreWeave proves Nvidia's aging AI GPUs from 2020 can generate profit nine years after deployment, signs A100 contracts into 2029 — power constraints and legacy infrastructure keep old GPUs profitable
tomshardware.com · 1h
CoreWeave reported $2.58 billion in quarterly revenue, up 112% year over year.
First report: AI Needs More Than GPUs. These 3 Stocks Are Building Everything Around Them — finance.yahoo.com, 2d
The coverage
- Colos are buying into GPUs
datacenterdynamics.com · 2h
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