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CoreWeave stock pops 14% as revenue doubles on accelerating AI infrastructure demand

News | 2026/08/11 20:22

CoreWeave stock pops 14% as revenue doubles on accelerating AI infrastructure demand

CoreWeave beat on the top and bottom lines for the second quarter

CoreWeave (CRWV) beat Wall Street expectations for the second quarter, with revenue doubling by 112%.

CEO Michael Intrator noted that CoreWeave is collaborating with Anthropic and Meta.

  • Revenue: $2.58 billion, compared to $2.56 billion expected
  • Earnings per share: Loss of $1.03, versus a loss of $1.20 expected

The company's revenue reached $2.58 billion, while the net loss was $626 million.

CoreWeave forecasts revenue of $12.4 billion to $13.2 billion for 2026.

CoreWeave is competing with Amazon, Google, and Microsoft to open data centers.

New York Governor Kathy Hochul signed a moratorium on new data center construction in July.

Meanwhile, CoreWeave is seeing favorable trends in renting Nvidia chips.

Meta announced it would spend an additional $21 billion with CoreWeave.

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