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Episode 307: CoreWeave's First Report Since IPO Leaves More Questions Than Answers
CoreWeave reported Q1 2025 earnings, its first report since IPO. The revenue growth numbers and outlook were exceptional. CoreWeave has done a great job securing Nvidia GPUs, including Blackwell, to supply AI computing power its customers want. But there remains a cash problem as the company tries to scale up. Chip Stock Investors Nick and Kasey explain what investors should focus on.Watch our previous video on CoreWeave: https://youtu.be/OcFsXMKzHBYSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider…
The skinny
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