Overview
- CoreWeave rose roughly 8%–9% over three sessions and closed at $81.96 after unveiling Flex Reservations and Spot and announcing a partnership with London-based PhysicsX.
- Flex Reservations and Spot give customers guaranteed capacity options and lower-cost, interruptible compute for AI workloads, expanding choices beyond fixed reserved or on‑demand use.
- PhysicsX will run its platform on CoreWeave’s GPU cloud to train Large Physics Models for industrial sectors such as aerospace, automotive, and semiconductors.
- Multiple securities class actions are progressing, including a Pomerantz case covering Mar. 28–Dec. 15, 2025, with a key lead‑plaintiff deadline on Mar. 13.
- Recent results showed FY2025 revenue of $5.1 billion and Q4 revenue of $1.57 billion (up ~110% year over year) alongside widening losses, a $66.8 billion backlog, and 2026 capex projected at $30–$35 billion.