| Segment | Value | % of Price | Type |
|---|---|---|---|
| GPU Cloud (GPU-as-a-Service) | $60 | 74% | anchored |
| AI Inference Platform | $15 | 19% | anchored |
Anchored: $75/sh (93%) · Speculative: $0/sh (0%)
CoreWeave is the largest independent GPU cloud provider, offering specialized infrastructure for AI training and inference workloads. The company went public in March 2025 at $40/share and quickly surged as AI compute demand exceeded expectations. Revenue grew 737% YoY in Q4 2024 to $1.1B...
CoreWeave is building an inference optimization platform to capture the growing inference market, which is expected to exceed training spend by 2027.