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CoreWeave started as a crypto miner.Then they pivoted their GPUs into AI.$CRWV revenue went from $16M to $8B in 3 years.They sell ONE thing: compute. The thing AI literally cannot exist without.If you believe AGI is coming, you should own $CRWV.Leopold's already in.
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So much is worth calling out on this one slide from Jensen yesterday at Computex on ❤️ @CoreWeave At the bottom layer, we have the worlds best implementation of the NVIDIA AI platform ( We deployed Vera Rubin first!) Just above, our software layer, SUNK and the now fully integrated @wandb offerings like Models, Training, Inference, Weave and recently launched Sandboxes. CoreWeave is showing the world what it is like to be a holistic essential cloud for AI. 💪 LFE (this is the new LFG!)
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