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Coreweave, inc. class a common stockCRWV.US Overview

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-2.23%

Coreweave, inc. class a common stock

0.66%

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2026Q1
2026Q2
2026Q3
2026Q4
2027Q1

CRWV Profile

CoreWeave, Inc. operates a cloud platform that provides scaling, support, and acceleration for GenAI. The company builds the infrastructure that supports compute workloads for enterprises. Its products include GPU compute, CPU compute, storage services, networking services, managed services, and virtual and bare metal servers. Additionally, its platform offers a fleet lifecycle controller, node lifecycle controller, tensorizer, and observability. The company's services also include VFX and rendering, AI model training, AI interference, and mission control. CoreWeave, Inc. was formerly known as Atlantic Crypto Corporation and changed its name to CoreWeave, Inc. in December 2019. CoreWeave, Inc. was incorporated in 2017 and is based in Livingston, New Jersey.

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輝達親兒子 CoreWeave 是做什麼？AI 超新星 CoreWeave 全面分析
Oct 01, 2025Industry

輝達親兒子 CoreWeave 是做什麼？AI 超新星 CoreWeave 全面分析

2024 年以來，生成式 AI、大型語言模型與高效能運算的爆發，讓全球雲端 GPU 市場進入前所未有的高速成長期。作為「AI 算力雲」的代表新星，CoreWeave（CRWV）憑藉著專注 AI、機器學習與高效能運算的雲端 GPU 服務，快速搶佔市場版圖，成為科技產業矚目的焦點。 然而，在亮眼營收成長與百億美元級合約背後，CoreWeave 也面臨資本支出、負債與客戶集中等多重挑戰。本篇將帶你深入解析 CRWV 的產業定位、商業模式、營運數據，並比較其與主要競爭對手的優勢與風險，協助投資人掌握這場 AI 雲端戰爭的關鍵布局。   全球雲端 GPU 市場的成長主要受到高效能運算需求增加，以及人工智慧與機器學習應用普及的驅動。各行各業中日益增長的資料密集型任務，例如醫療、金融與娛樂產業，也進一步推動了市場需求。 此外，數位轉型趨勢與雲端解決方案的採用，亦是推動市場的重要因素，隨著 GPU 在即時資料處理與進階分析上的能力提升，加上對具規模性且具成本效益的運算資源需求不斷增加，市場擴張持續受到刺激，GPU 技術的持續進步以及雲端基礎設施的創新，預期將支撐這股上升趨勢。 如下圖根據 Credencere Search 的市場研究顯示，2023 年全球雲端 GPU 市場規模約為 31.72 億美元，預計到 2032 年將攀升至 472.41 億美元，年複合增長率約 35%。 類似地，根據 Global Market insight，「GPU 即服務」(GPU-as-a-Service) 市場 2023 年規模約為 64 億美元，預計 2032 年達到 739 億美元，期間年增率超過 30%，這些數據共同表明，AI 加速與雲端 GPU 運算的潛在商機極為龐大。 CoreWeave 自稱為「AI 超級巨星」，專注於提供高性能 GPU 雲端基礎設施。與亞馬遜 AWS、微軟 Azure 等泛用雲平臺不同，CoreWeave 僅提供專門針對 AI/機器學習 和高效能運算設計的 GPU 資源。 它的核心定位在於 GPU 雲服務，即向用戶出租最新、最快的 GPU 硬體以進行模型訓練和推理。相對於大廠的廣泛服務組合（伺服器無伺服器架構、資料庫、分析等多元服務），CoreWeave 只聚焦 GPU 加速計算，強調性能與彈性，可視為純粹的 AI 算力雲。 下圖來自 Coreweave 的簽約流程圖主要說明 CoreWeave 與客戶簽訂 AI 雲端服務合約的流程與現金流動方式： 1. 合約簽訂（Contract Signing）   客戶與 CoreWeave 簽訂多年度合約，通常會要求預付款。   客戶提交系統採購訂單。  2. 基礎設施採購與安裝（Infrastructure Purchase & Installation）   客戶支付 GPU 及其他基礎設施的現金款項，設備交付後開始安裝。   安裝期約 3 個月。  3. AI 雲端正式啟用（AI Cloud Go-Live）   安裝完成後，AI 雲端服務正式上線。   合約期間內，每月固定收費，收入按月認列。   CoreWeave 的合約通常為多年度（4 年以上）以確保長期穩定的現金流與收入，且在合約結束後，仍可透過「on-demand consumption pool」等方式延伸設備價值，持續獲利。 下圖為 CoreWeave 在 25Q2 時最新的數據中心分布圖，目前 CoreWeave 擁有 33 座資料中心，分布於不同地區（主要為美國），支援大規模 AI 運算需求。目前已啟用的總電力容量約為 470MW（百萬瓦），已簽約的總電力容量則達到約 2.2GW（十億瓦），顯示在高速擴張的同時 CoreWeave 提供給數據中心的電力是充足的。 CoreWeave 在 25Q2 實現了令人矚目的佳績，公司總營收達到 12.1 億美元，這一數字不僅優於市場預期的 10.8 億美元，達成 12% 的 Revenue Suprise%，更較去年同期實現了 207%（超過兩倍）的驚人成長。 營收的強勁成長主要歸因於市場對 CoreWeave AI 雲端平台日益增長的需求，以及公司為滿足 AI 計算資源激增需求而進行的積極基礎設施擴張。 儘管 25Q2 的營收成長非常亮眼，但 Coreweave 在淨虧損上面卻高於市場預期，並且也近一步的提高他的資本支出展望，讓市場擔心 Coreweave 未來轉為獲利的時間將延後，導致股價下跌。 Coreweave 在 25Q2 季度投入了公司歷史上最高的金額，總計達到 29 億美元，這一數字較第一季度大幅增加了超過 10 億美元，也顯著高於 2024 年第二季度的 26 億美元和 2025 年第一季度的 19 億美元，如此龐大的資本支出反映了 CoreWeave 積極投資擴大其平台以滿足客戶需求的戰略決心。 並且展望第三季度，Coreweave 預計資本支出將進一步介於 29 億美元至 34 億美元之間，高於本季投入的金額。CoreWeave 的這種擴張策略與全球幾大科技巨頭如微軟、Meta Platforms 和 Alphabet 的做法不謀而合，這些公司也在本財報季公佈了創紀錄的資本支出並計劃進一步增加投入，以大力押注 AI 領域。 另一項 Coreweave 的重點營運指標為營收積壓 (Revenue Backlog) ，營收積壓是指公司已簽約但尚未確認為收入的未來收入，CoreWeave 截至第二季度末的營收積壓已攀升至 301 億美元，較去年同期大幅成長了 86%。 首席財務官 Nitin Agrawal 在電話會議中指出，今年迄今為止，這一數字已經翻了一倍，營收積壓的顯著增加主要得益於與 OpenAI 的策略性交易及其在 2025 年上半年簽署的後續擴展協議，以及在第二季度與一家大型超大規模服務商簽署並擴展的合約。值得注意的是，這些積壓訂單越來越傾向於長期合約，目前有 50% 的積壓訂單屬於 49-72 個月類別，較一年前的 45% 有所上升。這表明 CoreWeave 成功地從主要客戶那裡獲得了延長的承諾，為公司未來的收入提供了更佳的可見性和穩定性。 不過在 GPU 雲服務領域，CoreWeave 面臨多種競爭：既有同樣專注 GPU 雲的新創公司，也有大型通用雲供應商。不過目前市場上的競爭者的商業模式和 CoreWeave 又略有不同，專注的客群也不一樣。 如近期股價非常強勢的 NBIS，NBIS 的 GPU 雲平台為 AI 和機器學習提供強大算力，使用 NVIDIA 最新 GPU（包括 H100、H200 及 Blackwell 架構），主打價格透明且具備約市場一半成本的低價方案。在 25Q2 的營收 1.051 億美元，並計劃在 2026 年底前取得超過 1GW 的電力資源。 相比之下，CoreWeave 的體量更大，Q2 營收為 12.13 億美元遠超 Nebius，在手訂單百億級。然而，CoreWeave 負債和利息支出也遠高於 Nebius。核心比較 Nebius 規模小但盈利面更快、資金來源以風投為主；CoreWeave 規模大、客戶合同豐厚，但依賴高資本支出和客戶集中度較高，短期內仍處於虧損階段。 總結來看，CoreWeave 作為新興的GPU專用雲供應商，在 AI 算力需求爆發的背景下展現出極速成長潛力，CoreWeave 優勢包括擁有龐大且持續擴張的客戶合同（數十億美元級別），能搶先取得最先進GPU（如Blackwell），並專注於高度垂直的 AI 用例，形成與 AWS/Azure 不同的市場定位。 但同時 CoreWeave 也面臨著不小的風險，首先是高負債與資本需求，公司目前巨額融資、大規模借款以擴張算力，導致每季高達數億元的利息支出。其次是盈利壓力未能消除，短期內仍靠新資金和合約維持運轉，淨利率持續為負，並且客戶集中風險顯著，2024 年微軟一家貢獻 62% 的收入，倘若 AI 需求或合約條款發生變化，對 CoreWeave 影響極大。 最後競爭風險亦不可忽視，AWS/Azure 若加速佈建新 GPU 實例，以及其他 GPU 雲創業公司進入市場，或使 CoreWeave 必須持續價格競爭和創新。 對於佈局 CoreWeave 感興趣的投資人，可以等待 Growin 的 AI 個股分析顯示 CoreWeave 的趨勢分數提升至 4 分以上會是比較好的佈局時機。Growin 透過自家研發的 AI 演算法，來給予每一檔股票五個面向的 AI 評分，而趨勢分數則是判斷股價技術面的表現，過往回測統計顯示當標的的 AI 趨勢分數為四分以上時所帶來的平均報酬及勝率都較佳。 👉 前往觀看 CRWV 詳細的 Growin AI 分析
CoreWeave (CRWV) 財報分析 2025 Q3 – 財報表現亮眼，但下修財測
Nov 11, 2025Financial Report Analysis

CoreWeave (CRWV) 財報分析 2025 Q3 – 財報表現亮眼，但下修財測

CoreWeave (CRWV) 財報分析 2025 Q2 – 在美國時間 2025/08/12 號發布 Q2 25 的財報數據， 本季財報數據營收高於預期、利潤則稍為低於預期，盤後股價下跌了 10%，究竟本季的 CRWV 財報中其他數據表現如何呢 ?  

CRWV FAQ

This disclaimer is provided by TradingValley Inc. and includes any messages, news, research, analysis, prices or other information provided by the Company's website, the application "Growin App" and other services provided through the Company's website. It is only general market information for educational and investment decision-making reference, and does not constitute any investment advice. View Growin Disclaimer

CRWV Earnings Table

Unit : USD

QTRNon-GAAP EPSEPS YoYEPS Surprise %SalesSales YoYSales Surprise %NPM
Current
2025Q4
2025Q3
2025Q2
2025Q1
METRIC
VALUE
vs. INDUSTRY
EPS (TTM)
-2.36
PE Ratio (TTM)
-
Forward PE
-
PS Ratio (TTM)
8.08
PB Ratio
13.12
Price-to-FCF
-
METRIC
VALUE
vs. INDUSTRY
Gross Margin
71.68%
Net Margin
-23.30%
Revenue Growth (YoY)
167.88%
Profit Growth (YoY)
158.64%
3-Year Revenue Growth
-%
3-Year Profit Growth
-%
METRIC
VALUE
vs. INDUSTRY
EPS (TTM)
-2.36
PE Ratio (TTM)
-
Forward PE
-
PS Ratio (TTM)
8.08
PB Ratio
13.12
Price-to-FCF
-
Gross Margin
71.68%
Net Margin
-23.30%
Revenue Growth (YoY)
167.88%
Profit Growth (YoY)
158.64%
3-Year Revenue Growth
-%
3-Year Profit Growth
-%

  • When is CRWV's latest earnings report released?

    The most recent financial report for Coreweave, inc. class a common stock (CRWV) covers the period of 2025Q4 and was published on 2025/12/31. This report is prepared according to IFRS/US GAAP standards and includes key financial indicators—Revenue, Profitability, Cash Flow, and Capital Structure. This information is essential for investors evaluating CRWV's short-term business performance and financial health. For the latest updates on CRWV's earnings releases, visit this page regularly.

  • What is the operating profit of CRWV?

    According to the latest financial report, Coreweave, inc. class a common stock (CRWV) reported an Operating Profit of -89.59M with an Operating Margin of -5.7% this period, representing a decline of 179.51% compared to the same period last year. Operating Profit reflects the company's core business efficiency and cost control, making it a key indicator for evaluating operational strength and profitability.

  • How is CRWV's revenue growth?

    In the latest financial report, Coreweave, inc. class a common stock (CRWV) announced revenue of 1.57B, with a Year-Over-Year growth rate of 110.31%. Revenue growth can be driven by product mix changes, market share expansion, price adjustments, or international market penetration. Investors should also monitor gross margin and regional revenue distribution for a comprehensive view of growth quality and sustainability.

  • How much debt does CRWV have?

    As of the end of the reporting period, Coreweave, inc. class a common stock (CRWV) had total debt of 15.16B, with a debt ratio of 0.31. Long-term debt comprises a higher/lower proportion. The level of financial leverage directly impacts the company's capital structure and interest coverage. If debt is high, pay attention to interest expenses and refinancing risks. Conversely, a low-leverage structure indicates greater risk tolerance but potentially less growth flexibility.

  • How much cash does CRWV have?

    At the end of the period, Coreweave, inc. class a common stock (CRWV) held Total Cash and Cash Equivalents of 3.95B, accounting for 0.08 of total assets. Both current and quick ratios indicate robust short-term debt repayment ability. High cash reserves typically mean the company has strong liquidity, supporting operational needs, expansion investments, or shareholder returns.

  • Does CRWV go with three margins increasing?

    In the latest report, Coreweave, inc. class a common stock (CRWV) did not achieve the “three margins increasing” benchmark, with a gross margin of 67.61%%, operating margin of -5.7%%, and net margin of -28.74%%. This demonstrates limited improvement in profitability, which is a key signal for fundamental analysis. Investors should consider margin trends alongside other financial indicators to assess CRWV's profit trajectory and future growth potential.

  • Is CRWV's EPS continuing to grow?

    According to the past four quarterly reports, Coreweave, inc. class a common stock (CRWV)'s earnings per share (EPS) shows a declining trend, with the latest EPS at -0.89. If EPS continues to rise due to revenue growth and cost optimization, it can support P/E valuation recovery and attract long-term investors.

  • What is the FCF of CRWV?

    Coreweave, inc. class a common stock (CRWV)'s Free Cash Flow (FCF) for the period is -2.5B, calculated as Operating Cash Flow minus Capital Expenditures, representing a rise of 24.47% compared with the previous period. Positive FCF growth provides stable funding for dividends, debt repayment, or strategic acquisitions, and is an important measure of true profitability and shareholder return potential.

  • What are the PEG ratio and PE ratio of CRWV?

    The latest valuation data shows Coreweave, inc. class a common stock (CRWV) has a Price-To-Earnings (PE) ratio of -17.24 and a Price/Earnings-To-Growth (PEG) ratio of -0.06. A PEG below 1 usually suggests the market is underestimating growth potential, while a PEG above 1 indicates high growth expectations are already priced in. Investors should conduct a comprehensive valuation by considering historical growth, market forecasts, and industry cycles.