CoreWeave Deploys Vera Rubin: AI New Cloud Ready for Liftoff?

CoreWeave surged 13.96% after announcing it was the first to complete deployment and commissioning of NVIDIA's next-generation Vera Rubin NVL72 on its cloud platform, deepening its NVIDIA partnership and cementing its lead in AI cloud infrastructure. Peer Nebius climbed 14.46% in tandem, triggering a broad repricing across the AI compute rental space. However, the model carries key risks: heavy dependence on NVIDIA supply, a concentrated customer base, and elevated capital expenditure. Is the AI cloud most deeply tied to NVIDIA the ultimate picks-and-shovels play, or the next bubble?

avatar滋雪kss
06-08 20:59
👍🏻👍🏻🫰🏻🫰🏻
RepostReply
avatar滋雪kss
06-08 20:59
🫰🏻👍🏻👍🏻👍🏻👍🏻
RepostReply
avatar滋雪kss
06-08 20:59
👍🏻👍🏻👍🏻
RepostReply
avatarAfai108
06-08 19:05
Reward 1000 coin share now 
RepostReply
avatarAfai108
06-08 18:48
Reward 1000 coin  share now 
RepostReply
avatarKinnikt
06-08 07:29
CoreWeave’s Vera Rubin announcement is impressive, but it does not settle the bigger question hanging over the company: is this the next great AI infrastructure winner, or simply the most aggressive borrower in the room? Being first to deploy NVIDIA’s Vera Rubin NVL72 system gives CoreWeave real credibility. This is not a generic cloud provider adding another product page. CoreWeave has built its identity around moving faster than traditional hyperscalers when new NVIDIA hardware arrives. For AI companies that care more about immediate access to cutting-edge compute than about buying everything from one giant cloud platform, that speed matters. The market’s excitement is therefore understandable. CoreWeave is positioning itself as the specialist cloud for the AI era, and every successful l
Repost2
avatarRyan86
06-07 17:31
Let's go Big win over the weekend 
RepostReply
avatarPuts puts puts
06-05
Nvidia gave up its hard-earned Computex gains after sliding 3.62% on Wednesday, pulled down by Broadcom's post-earnings drop and Middle East-driven risk-off sentiment. This macro-shakedown dragged the entire AI chip sector into a temporary broad pullback. The "No-Cooling" Thesis (The [IDEA] Angle): Is it time to panic? Far from it. This dip is presenting us with a textbook fundamental mismatch. While macro sentiment pushed the price down, the physical tech industry is screaming the exact opposite. TSMC’s CEO just explicitly reiterated that global AI demand shows "no signs of cooling." Simultaneously, Bank of America (BofA) recalibrated its NVDA outlook upward, keeping the long-term compute narrative completely intact. My unique view here is that the market is mispricing short-term geopolit
RepostReply
avatarXaddy_Analyst
06-02

CoreWeave Just Deployed NVIDIA's Vera Rubin First — The AI Cloud King Is Pulling Away From the Pack

The Pulse $CoreWeave, Inc.(CRWV)$ When NVIDIA builds its most powerful GPU cluster ever — the Vera Rubin NVL72 — and CoreWeave is the FIRST company on the planet to fully deploy and commission it, that's not a press release. That's a statement of dominance. $CRWV surged +13.96% on the news. But here's what most people missed: $NBIS (Nebius) ran +14.46% on the same day. The AI compute rental market just had a broad repricing event — and it's not over. This is the picks-and-shovels AI play in its purest form. CoreWeave doesn't need to win the AI arms race. It just needs to be the company renting the most powerful weapons to everyone else fighting it. Vera Rubin changes the density of what's possible — and CoreWeave just claimed first-mover advanta
Repost1
CoreWeave Just Deployed NVIDIA's Vera Rubin First — The AI Cloud King Is Pulling Away From the Pack
avatarYXT
06-02

From Enterprise Learning to Sales Intelligence: iFLYTEK Adopts YXT’s AI Sales Training Capabilities

YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ), an enterprise intelligent productivity service provider, recently announced a partnership with iFLYTEK, a leading artificial intelligence company in China. Through the partnership, YXT has provided iFLYTEK’s sales and marketing team with an intelligent talent development platform, along with AI sales script training, AI course creation, and AI-powered sales simulation capabilities. The partnership reflects YXT’s broader effort to extend its experience in enterprise learning, knowledge management, and employee capability building into sales intelligence, a business area more closely tied to customer engagement and operating results. For iFLYTEK’s sales and marketing team, the ad
RepostReply
From Enterprise Learning to Sales Intelligence: iFLYTEK Adopts YXT’s AI Sales Training Capabilities
avatarTheBeautyofOptions
06-02

Jensen Huang calls $NBIS $CRWV Word Class AI Clouds

Jensen Huang calls $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ word class AI clouds. I’m holding $CoreWeave, Inc.(CRWV)$ $Tradr 2X Long CRWV Daily ETF(CWVX)$ and Calls $NEBIUS(NBIS)$ • $27B AI cloud deal with $Meta Platforms, Inc.(META)$ • 5GW Partnership with $NVIDIA(NVDA)$ • $2B investment from Nvidia Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale. $CoreWeave, Inc.(CRWV)$</
32
Jensen Huang calls $NBIS $CRWV Word Class AI Clouds