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CoreWeaveCRWV

Cloud platforms · NASDAQ · USA

$81.58
Down 7.8% todayClose

Up 23.5% this year but −15.5% since June 26, behind the AI sector at +7.5%. CoreWeave supplies 1 mapped company and buys from 3.

Market cap
$45B
This year
+23.5%
1 year
−31.3%
P/E
n/a
P/S
5.9
P/B
9.0

Price vs the AI sector

since Jun 26CRWVAI sector, equal weight
CoreWeave (CRWV) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. CRWV: −15.5% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−40%−20%0%Jun 26AugSepOct 8CRWV −15.5%Sector +7.5% CoreWeave (CRWV) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. CRWV: −15.5% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−40%−20%0%Jun 26AugSepOct 8CRWV−15.5%Sector+7.5%

Supply chain

3 suppliers · 1 customer
SUPPLIERS →→ CUSTOMERSNvidia (NVDA)NVDANvidia−2.9%Super Micro (SMCI)SMCISuper Micro−4.8%Dell Technologies (DELL)DELLDell Technologies−0.8%Microsoft (MSFT)MSFTMicrosoft−1.3%CRWVCoreWeave

Suppliers 3

Customers 1

Open the full chain →

About CoreWeave

Rents out GPU capacity and nothing else. CoreWeave listed in 2025 with Nvidia as both investor and supplier.

Theme exposure

Cloud infrastructureAI computePure GPU cloudNeocloudNvidia-based capacity

Products

  • GPU cloud (Nvidia-based)
  • Managed AI infrastructure

Competitors

  • AWS/Azure/GCP
  • Nebius, Lambda
  • Oracle

Risks

  • High debt and customer concentration
  • Not yet profitable

Same segment: Cloud platforms

Rents out the compute, the 'power grid' of the AI era. Segment 3 of 8 in the AI & digital infrastructure value chain.

AlphabetGOOGL−0.6%MicrosoftMSFT−1.3%AmazonAMZN−2.3%OracleORCL−5.5%

Compare CRWV

Side by side with the largest companies in the same segment.

CRWV vs GOOGLCRWV vs MSFTCRWV vs AMZNCRWV vs ORCL

See where CoreWeave sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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