$CoreWeave, Inc.(CRWV)$ Intere

$CoreWeave, Inc.(CRWV)$ Interesting stat on CoreWeave. They now have roughly the same compute capacity as SpaceX right now, about 2 GWs. Musk is touting up to 50 million per MW, which works out to about 100 billion in revenue for 2 gigs. CoreWeave has about 130 billion in LT contracts, and even if 20% of the smaller renewals get bumped to the 40-50 range, the results are staggering. Musk is touting 300-500 billion in revenue from 10 GWs, and CoreWeave will have 8 in a couple of years.

Apparently they built their debt model based on compute levels of about 15M per MW, and now they're at 40-50. Just think about that. 8 GWs at 15 is about 120 billion in revenue. 8 GWs at 50 is 400 billion, same capex. Aren't any of the analysts doing the math? Potentially 200-250 billion more in profit.

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