CoreWeave told investors its signed contracts are worth $17B, including ~$10B from Microsoft for 2023 to 2030, and it expects revenue to grow 4x to $8B in 2025
much of it hinges on Microsoft, which plans to spend $10B through 2030. Nvidia + Meta are also major customers. TONS of news in this story, including how many GPUs CoreWeave will have in 2025. https://www.theinformation.com/ ...