“The Market Is Underestimating This Massive AI Demand Shift”
Coreweave's ability to secure higher-priced contracts and raise capital supports a bullish outlook on its expansion into self-built data centers.
We've seen companies like Coreweave partnering. What really excites me about Coreweave is the pricing of the GPU , but on September 17th they announced that they are contracting new compute capabilities at a higher price.
We talked about this in a previous episode, that now they are looking at short-term data subscriber contracts of about 3 to 6 months, which cost about 40 million per megawatt.