Shay Boloor(@StockSavvyShay):This chart explains why $CRWV may not turn FCF positive until 2030 despite insane AI demand because it's adding capacity faster than its existing business can fund it. Also wild to see how at current pricing CoreWeave needs ~4x more running capacity than what it adds annually to fund expansion internally. But with GPU prices rising 25% in July and another 10% in October that hurdle could fall closer to 2x if annual revenue reaches ~$20M per MW.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.25 14:31

This chart explains why $CRWV may not turn FCF positive until 2030 despite insane AI demand because it's adding capacity faster than its existing business can fund it. Also wild to see how at current pricing CoreWeave needs ~4x more running capacity than what it adds annually to fund expansion internally. But with GPU prices rising 25% in July and another 10% in October that hurdle could fall closer to 2x if annual revenue reaches ~$20M per MW.