#crwv

CoreWeave rents Nvidia GPUs to frontier AI labs on a ~$67B contracted backlog. The standard read calls it an Nvidia reseller. The real question: who the customers are and how the buildout is financed.

The lockup-expiration dates for the AI-era IPOs people actually search: $CRWV (expired Aug 14 2025), $CRCL (Dec 2 2025), $CBRS (~Nov 2026, the live one), and why $NBIS has no conventional lockup at al