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Seeking Alpha
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vor etwa einem Monat
CoreWeave added over $40 billion in backlog, pushing total contracted demand close to the $100 billion milestone. Financial services backlog approached $10 billion, while physical AI and robotics workloads surpassed $1 billion in commitments. Older Nvidia GPU fleets, including A100 and H100, remained sold out, with pricing actually increasing during Q1 2026.