Company research

CoreWeave · CRWV

AI infrastructure with capital intensity and financing risk.

US exchange

Quarterly loss —

Competitors & comparable companies

Business comparison

Business overlap: GPU cloud for AI training and inference

Nebius · NBIS →

Compare delivered capacity, customer concentration, capital spending and financing per share.

Compare NBIS vs CRWV: business, cash and dilution →

Selection basis and sources

Both offer AI compute; their scale, service mix and financing structures differ.

Maomaorou’s classification based on overlapping products, not an issuer statement naming rivals. Selected peers, not a complete list or ranking.

  • NBIS · Compute ↗ · Product page · no publication date

    Relevant section: GPU infrastructure; training and inference workloads

  • CRWV · CoreWeave Platform ↗ · Product page · no publication date

    Relevant section: AI Training, Inference; GPU clusters

Checked：2026-09-19

Business position and research focus

Can funded, operating capacity produce cash after financing costs?

Key risks

Relevant products do not establish a shortage, AI-only revenue or attractive valuation.

Business source ↗

Business mapping checked 2026-09-10

Earnings in context

Quarterly loss · -$626M

US GAAP · Net income attributable to the parent · 2026-04-01 — 2026-06-30

Reported net income includes non-operating and one-off items. It does not establish recurring profitability, positive cash flow or an attractive valuation.

Net income source ↗
Period and source details

Published 2026-08-12 · Checked 2026-09-19

us-gaap:NetIncomeLoss; 2026-04-01 to 2026-06-30; USD; 10-Q

Reported revenue · $2.58B

Q2 2026 · Company total; not AI-only revenue · Checked 2026-09-11

Quarterly revenue · year-over-year comparison
$1.21B
$2.58B

Company-wide revenue; bars start at zero. Two comparable quarters, not a continuous trend. Dates are period ends; select a date for its source.

Revenue source ↗

Revenue and net income may refer to different reporting periods. Read each period before comparing them; these are dated disclosures, not a live earnings feed.

Company information reflects the sources and dates shown. It is not personalized investment advice. Methodology · Suggest a correction

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