CRWV's earnings tonight really-To The Moon - Tiger Brokers Online Investing Community - To The Moon

CRWV's earnings tonight really paint a clear picture of where AI infrastructure is right now. Revenue came in at $2.58B, roughly doubling year-over-year, with a $104 billion backlog. They added another $25B in new commitments after the quarter ended, brought on 500MW of capacity, and management is saying they are effectively sold out for 2026.

Then you look at SMCI, which is helping supply this whole buildout. They posted $11.12B in quarterly revenue, up 93% year-over-year, with $1.17 billion in GAAP profit. Adjusted EPS hit $1.70 versus the $0.92 expected, gross margin at 17.5%, and they are sitting on over $60B in new orders plus a record backlog. FY27 revenue guidance is $65 to $72 billion.

CRWV's main constraint does not seem to be demand. It is about getting enough compute and infrastructure online fast enough to keep up with it. That dynamic is exactly why I am bullish on the broader AI infrastructure ecosystem. A $104B backlog at CRWV combined with $60B+ in orders at SMCI suggests the AI capex cycle is not fading. It is accelerating.

The difference is that CRWV is still investing heavily and reported a $626M quarterly net loss, while SMCI just generated $1.17B in GAAP profit. The money is flowing into infrastructure, and the numbers are hard to ignore.

$CoreWeave, Inc.(CRWV)$ $SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $NEBIUS(NBIS)$

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They added another $25B in new commitments after the quarter ended, brought on 500MW of capacity, and management is saying they are effectively sold out for 2026.</p>\n<p>Then you look at SMCI, which is helping supply this whole buildout. They posted $11.12B in quarterly revenue, up 93% year-over-year, with $1.17 billion in GAAP profit. Adjusted EPS hit $1.70 versus the $0.92 expected, gross margin at 17.5%, and they are sitting on over $60B in new orders plus a record backlog. FY27 revenue guidance is $65 to $72 billion.</p>\n<p>CRWV's main constraint does not seem to be demand. It is about getting enough compute and infrastructure online fast enough to keep up with it. That dynamic is exactly why I am bullish on the broader AI infrastructure ecosystem. A $104B backlog at CRWV combined with $60B+ in orders at SMCI suggests the AI capex cycle is not fading. It is accelerating.</p>\n<p>The difference is that CRWV is still investing heavily and reported a $626M quarterly net loss, while SMCI just generated $1.17B in GAAP profit. The money is flowing into infrastructure, and the numbers are hard to ignore.</p>\n<p><a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a> <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$&nbsp;</a></p></body></html>","htmlText":"<html><head></head><body><p>CRWV's earnings tonight really paint a clear picture of where AI infrastructure is right now. Revenue came in at $2.58B, roughly doubling year-over-year, with a $104 billion backlog. 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It is accelerating.</p>\n<p>The difference is that CRWV is still investing heavily and reported a $626M quarterly net loss, while SMCI just generated $1.17B in GAAP profit. The money is flowing into infrastructure, and the numbers are hard to ignore.</p>\n<p><a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a> <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$&nbsp;</a></p></body></html>","text":"CRWV's earnings tonight really paint a clear picture of where AI infrastructure is right now. Revenue came in at $2.58B, roughly doubling year-over-year, with a $104 billion backlog. 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The difference is that CRWV is still investing heavily and reported a $626M quarterly net loss, while SMCI just generated $1.17B in GAAP profit. 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