To The Moon

  • Home
  • News
  • TigerAI
Log In Sign Up

CoreWeave Deploys Vera Rubin: AI New Cloud Ready for Liftoff?

CoreWeave surged 13.96% after announcing it was the first to complete deployment and commissioning of NVIDIA's next-generation Vera Rubin NVL72 on its cloud platform, deepening its NVIDIA partnership and cementing its lead in AI cloud infrastructure. Peer Nebius climbed 14.46% in tandem, triggering a broad repricing across the AI compute rental space. However, the model carries key risks: heavy dependence on NVIDIA supply, a concentrated customer base, and elevated capital expenditure. Is the AI cloud most deeply tied to NVIDIA the ultimate picks-and-shovels play, or the next bubble?

0 followers
Login to post
  • PostsPosts
  • SelectionSelection
    • Xaddy_AnalystXaddy_Analyst
      ·06-02 22:51

      CoreWeave Just Deployed NVIDIA's Vera Rubin First — The AI Cloud King Is Pulling Away From the Pack

      The Pulse $CoreWeave, Inc.(CRWV)$ When NVIDIA builds its most powerful GPU cluster ever — the Vera Rubin NVL72 — and CoreWeave is the FIRST company on the planet to fully deploy and commission it, that's not a press release. That's a statement of dominance. $CRWV surged +13.96% on the news. But here's what most people missed: $NBIS (Nebius) ran +14.46% on the same day. The AI compute rental market just had a broad repricing event — and it's not over. This is the picks-and-shovels AI play in its purest form. CoreWeave doesn't need to win the AI arms race. It just needs to be the company renting the most powerful weapons to everyone else fighting it. Vera Rubin changes the density of what's possible — and CoreWeave just claimed first-mover advanta
      看998回复Comment
      点赞6
      编组 21备份 2Share
      Report
      CoreWeave Just Deployed NVIDIA's Vera Rubin First — The AI Cloud King Is Pulling Away From the Pack
    • YXTYXT
      ·06-02 20:26

      From Enterprise Learning to Sales Intelligence: iFLYTEK Adopts YXT’s AI Sales Training Capabilities

      YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ), an enterprise intelligent productivity service provider, recently announced a partnership with iFLYTEK, a leading artificial intelligence company in China. Through the partnership, YXT has provided iFLYTEK’s sales and marketing team with an intelligent talent development platform, along with AI sales script training, AI course creation, and AI-powered sales simulation capabilities. The partnership reflects YXT’s broader effort to extend its experience in enterprise learning, knowledge management, and employee capability building into sales intelligence, a business area more closely tied to customer engagement and operating results. For iFLYTEK’s sales and marketing team, the ad
      看5.34K回复Comment
      点赞Like
      编组 21备份 2Share
      Report
      From Enterprise Learning to Sales Intelligence: iFLYTEK Adopts YXT’s AI Sales Training Capabilities
    • TheBeautyofOptionsTheBeautyofOptions
      ·06-02 17:25

      Jensen Huang calls $NBIS $CRWV Word Class AI Clouds

      Jensen Huang calls $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ word class AI clouds. I’m holding $CoreWeave, Inc.(CRWV)$ $Tradr 2X Long CRWV Daily ETF(CWVX)$ and Calls $NEBIUS(NBIS)$ • $27B AI cloud deal with $Meta Platforms, Inc.(META)$ • 5GW Partnership with $NVIDIA(NVDA)$ • $2B investment from Nvidia Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale. $CoreWeave, Inc.(CRWV)$</
      看725回复2
      点赞12
      编组 21备份 2Share
      Report
      Jensen Huang calls $NBIS $CRWV Word Class AI Clouds
    • Xaddy_AnalystXaddy_Analyst
      ·06-02 22:51

      CoreWeave Just Deployed NVIDIA's Vera Rubin First — The AI Cloud King Is Pulling Away From the Pack

      The Pulse $CoreWeave, Inc.(CRWV)$ When NVIDIA builds its most powerful GPU cluster ever — the Vera Rubin NVL72 — and CoreWeave is the FIRST company on the planet to fully deploy and commission it, that's not a press release. That's a statement of dominance. $CRWV surged +13.96% on the news. But here's what most people missed: $NBIS (Nebius) ran +14.46% on the same day. The AI compute rental market just had a broad repricing event — and it's not over. This is the picks-and-shovels AI play in its purest form. CoreWeave doesn't need to win the AI arms race. It just needs to be the company renting the most powerful weapons to everyone else fighting it. Vera Rubin changes the density of what's possible — and CoreWeave just claimed first-mover advanta
      看998回复Comment
      点赞6
      编组 21备份 2Share
      Report
      CoreWeave Just Deployed NVIDIA's Vera Rubin First — The AI Cloud King Is Pulling Away From the Pack
    • YXTYXT
      ·06-02 20:26

      From Enterprise Learning to Sales Intelligence: iFLYTEK Adopts YXT’s AI Sales Training Capabilities

      YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ), an enterprise intelligent productivity service provider, recently announced a partnership with iFLYTEK, a leading artificial intelligence company in China. Through the partnership, YXT has provided iFLYTEK’s sales and marketing team with an intelligent talent development platform, along with AI sales script training, AI course creation, and AI-powered sales simulation capabilities. The partnership reflects YXT’s broader effort to extend its experience in enterprise learning, knowledge management, and employee capability building into sales intelligence, a business area more closely tied to customer engagement and operating results. For iFLYTEK’s sales and marketing team, the ad
      看5.34K回复Comment
      点赞Like
      编组 21备份 2Share
      Report
      From Enterprise Learning to Sales Intelligence: iFLYTEK Adopts YXT’s AI Sales Training Capabilities
    • TheBeautyofOptionsTheBeautyofOptions
      ·06-02 17:25

      Jensen Huang calls $NBIS $CRWV Word Class AI Clouds

      Jensen Huang calls $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ word class AI clouds. I’m holding $CoreWeave, Inc.(CRWV)$ $Tradr 2X Long CRWV Daily ETF(CWVX)$ and Calls $NEBIUS(NBIS)$ • $27B AI cloud deal with $Meta Platforms, Inc.(META)$ • 5GW Partnership with $NVIDIA(NVDA)$ • $2B investment from Nvidia Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale. $CoreWeave, Inc.(CRWV)$</
      看725回复2
      点赞12
      编组 21备份 2Share
      Report
      Jensen Huang calls $NBIS $CRWV Word Class AI Clouds
Terms and Conditions Privacy Policy
Company: TTMF Limited. Tech supported by Xiangshang Yixin. Email: uservice@ttm.financial