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CoreWeave's Selloff Changed Everything

Source: SeekingAlpha

2026-05-08 10:05:49 ET

The results from CoreWeave's ( CRWV ) Q1 2026 earnings provided additional evidence that the company is transitioning from being primarily an AI narrative play to building out hyperscale-level infrastructure. The quarter saw revenues jump 112% year over year to $2.1 billion, with backlog nearing the $100 billion level and now inference workloads accounting for over half of platform usage....

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CoreWeave's Selloff Changed Everything
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