Schulz Duggan(@Schulz_Research):$CRWV The real alpha is buried in their Q3 project & infrastructure slides: 1/ First-to-Market Vera Rubin Benchmarks: Brought online multi-rack NVIDIA Vera Rubin NVL72 in production for Cognition — delivering 4.8x greater token throughput than GB200 NVL72. Also announced support for NVIDIA Vera CPUs built for AI agents. 2/ Massive Power & Global Footprint: • 52 active data centers (9 added in 2026) • 1.7 GW+ active power (+200 MW in Q3, doubled YTD; >1.85 GW year-end target) • 4.6 GW+ contracted power (+900 MW in Q3), including 1.3 GW+ overseas across India, Indonesia & Spain 3/ Software Stack & Defense Wins: • Launched CoreWeave Forge + Agent Lens (end-to-end agent SFT/RL/eval stack) • Partnered with Leidos for defense & intelligence sovereign AI workloads • Selected to run managed AI cloud for DARPA biological research • Expanded deals with OpenAI, Jane Street, Perplexity & Cohere + new wins with Canva & Wayve The AI buildout isn't slowing down

2026.11.10 21:45

$CRWV The real alpha is buried in their Q3 project & infrastructure slides: 1/ First-to-Market Vera Rubin Benchmarks: Brought online multi-rack NVIDIA Vera Rubin NVL72 in production for Cognition — delivering 4.8x greater token throughput than GB200 NVL72. Also announced support for NVIDIA Vera CPUs built for AI agents. 2/ Massive Power & Global Footprint: • 52 active data centers (9 added in 2026) • 1.7 GW+ active power (+200 MW in Q3, doubled YTD; >1.85 GW year-end target) • 4.6 GW+ contracted power (+900 MW in Q3), including 1.3 GW+ overseas across India, Indonesia & Spain 3/ Software Stack & Defense Wins: • Launched CoreWeave Forge + Agent Lens (end-to-end agent SFT/RL/eval stack) • Partnered with Leidos for defense & intelligence sovereign AI workloads • Selected to run managed AI cloud for DARPA biological research • Expanded deals with OpenAI, Jane Street, Perplexity & Cohere + new wins with Canva & Wayve The AI buildout isn't slowing down — it's going vertical.