Oli(@OInvests):$CRWV has stated customers are funding up to 100% of the total contract value (TCV) upfront. Historically prepayments have been in the 15–25% of TCV range. This year they’ve secured prepayments on 70% of deals. Demand for compute is not slowing down. Immediate access to GPUs has become an urgent priority.

Oli

@OInvests

AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025

参加 August 2025

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Oli@OInvests

2026.11.10 22:20

$CRWV has stated customers are funding up to 100% of the total contract value (TCV) upfront. Historically prepayments have been in the 15–25% of TCV range. This year they’ve secured prepayments on 70% of deals. Demand for compute is not slowing down. Immediate access to GPUs has become an urgent priority.