CoreWeave
A GPU-specialist cloud provider whose published cluster performance and contract structures are common reference points for AI-infrastructure economics.
Current numbers
~10× (up to 10×)Vera Rubin NVL72 tokens/s per megawatt vs GB200 NVL72 (CoreWeave, measured on DeepSeek-R1 at matched interactivity; ratio only)
~$104BCoreWeave company-reported revenue backlog at 2026-06-30; excludes >$25B of early-Q3 commitments; not GAAP revenue or a concentration ratio
1st rack validated 2026-06-01CoreWeave industry-first Vera Rubin NVL72 bring-up (Jun 1 2026, Livingston NJ; Dell-integrated) — 72 Rubin GPUs + 36 Vera CPUs, ~3.6 EFLOPS FP4, 260 TB/s NVLink 6; a single validated rack, not fleet GA