$CoreWeave, Inc.(CRWV)$ When CoreWeave started out, rates were only around 15 million dollars per MW. So getting validation from Musk that rates are now going to be 30-50 million for the foreseeable future is significant, and could mean revenues well north of 250 billion for their GWs.
Musk stated just a couple of weeks ago that AI data center rates are now 30-50 million per MW, and that when they hit 10 GWs their revenue will be 300-500 billion. Apparently he believes those prices will hold, and that is why they will spend tens of billions to build another 10-20 GWs. This news should have doubled CoreWeave in short order. But only a few are paying attention to facts in this market, while most rely more on headlines that have been repeated over and over.
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