A post by @FirstSquawk on X.
COREWEAVE CEO BUILD PLANS AREN’T BEING ‘DELAYED OR IN ANY WAY TRANSFORMED’ - CNBC
@FirstSquawk on X
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CoreWeave’s CEO said on CNBC that the company’s build plans are neither delayed nor “in any way transformed,” pushing back on concerns that the AI cloud provider’s data-center expansion could be slipping. The comment matters because CoreWeave’s growth story rests on rapidly standing up GPU capacity for AI customers, and any sign of construction or deployment slowdowns would hit the investment case for the newly public company. Investors will watch for confirmation in CoreWeave’s next update on capex, contracted backlog and data-center delivery timelines, along with any follow-up detail from management on CNBC.
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CoreWeave (CRWV), CNBC
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