Positiv
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Seeking Alpha
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vor etwa 2 Monaten
Hyperscaler AI capex surged to $700–725 billion, reinforcing supply constraints and sustaining strong pricing dynamics across GPU infrastructure markets. CoreWeave's Q1 revenue is expected to be near $1.96 billion, but guidance, backlog conversion, and tone on demand will drive the real reaction. CRWV's valuation is expectation-heavy: multiples compress only if backlog converts efficiently and ...