$CRWV CoreWeave Tape Reports
Per Ticker.id: $CRWV CoreWeave Tape Reports — 126 podcast mentions across 19 podcasts (30 days), latest 2026-08-26 23:16 UTC.
It is true. In fact, this— it's some of the CSPs have already been talking about that, that that the infrastructure that they paid for, paying NVIDIA's prices that they built, is now worth more than when they first paid for it. And the reason for that, of course, is that NVIDIA's architecture is software-defined because of CUDA. Our software is getting better all the time. We ship the hardware in the beginning, we, we sell you the hardware, but we continuously improve the algorithms underneath. So that the machinery gets better and better and better over time. So over, over the history, I think CoreWeave, Mike over at CoreWeave recently said that A100 is going to be sold for 9 years of its life. And the thing that's really incredible is during that 9-year time, even though the hardware didn't change, we improved and introduced all kinds of new algorithms and software that we continuously enhance that infrastructure completely for free over, over its entire life. And so that's the reason why the hardware, what the infrastructure just seems to get better and better and better over time, just like, just like fine wine.
Jensen Huang — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26What's going on? I remember during the dot-com craze, many companies failed because of problems with product or business models, but the infrastructure of the internet was not going to go away and remain profitable. I feel we're in the same way In the same situation with AI, while people sort out the survival of 1,000 different platforms, they all require underlying AI infrastructure, especially with an environment that may limit new data centers that will actually limit CapEx and limit supply. Okay. But with the massive— with the massive demand, shouldn't we be rewarding best-in-class infrastructure and existing infrastructure such as CoreWeave?
Speaker C — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/24/26 · 2026-08-24Okay. Okay. Look, as is so often the case, our viewers are really smart and Rich just laid out the case better than I could about what's going on. I think CoreWeave is a great spec. I say spec because its balance sheet is not such that I can recommend it as just a flat-out buy. I couldn't do it for my charitable trust. I can't do it for you. But I think Michael Intrater is very good. And I think that CoreWeave is a terrific spec on the continued buildout. I want to go to Mike in New Jersey. Jersey Mike.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/24/26 · 2026-08-24But I think that, you know, what really did hurt themselves, you know, you can say the data centers, but there was no united front among Meta and Amazon and Google, CoreWeave, whoever won. There was no united front. Some of these guys went in, pulled the wool over some of them. He did use a lot of water. The modern-day data center using Vertiv technology does not use—
Jim Cramer — Squawk on the Street · 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26 · 2026-08-24Support for the show comes from ShipStation. One of the underrated miracles of the modern world is the global shipping network. It's wild that you can box something up, slap an address on it, and have it show up halfway around the world in just a few days. But there are still ways to make it more efficient. That's where ShipStation comes in. ShipStation is an end-to-end order fulfillment platform for e-commerce businesses powered by AI trained on decades of data from billions of shipments across the world. ShipStation adapts to your unique business, alerting you when stock is low, recommending the best carrier selections and rates, and automating tasks to save you time. With features including inventory syncing across your sales channels, a branded returns portal that helps turn returns into revenue, automatic rate shopping, and integrations with accounting and CRM software, ShipStation eliminates the need for multiple tools in your workflow. Over 1 million businesses have trusted ShipStation to optimize and scale their shipping. The sooner you switch, the sooner you start saving time and money. Get started with ShipStation today and get 60 days free at shipstation.com. With code PIVOT. That's shipstation.com, code PIVOT. Shipstation.com, code PIVOT. Taxes and fees apply. Support for the show comes from CoreWeave. AI isn't just a new tool, it encompasses so much more. It's spurring a revolution across all industries and reshaping itself to become a big part of our future together. CoreWeave is at the center, powering some of the biggest names in AI, AI. As the essential cloud for AI, CoreWeave provides an AI platform that combines next-generation infrastructure, intelligent tools, and expert support. It's powering the world's most complex AI workloads faster and more efficiently. From medical research and diagnosis to education, from complex visual effects from movies to breakthroughs in science and technology. If it's AI, CoreWeave is uniquely ready to power it with purpose-built tech. The big ideas, the wild visions, and what-ifs and why-nots. CoreWeave is working to build what's never been built before. CoreWeave is the essential cloud for AI, ready for anything, ready for AI. To learn more about how CoreWeave powers the world's best AI, go to coreweave.com/readyforanything.
Speaker C — Pivot · Mark Cuban on High Drug Prices, Taxing Billionaires, and 2028 · 2026-08-21What's CoreWeave?
Michael Batnick — The Compound and Friends · How to Play the Money Game with Michael Santoli · 2026-08-21I'll add that if Anthropic beats OpenAI to IPO, it's unlikely OpenAI will be able to float, or at least have anything approaching an IPO that anyone would actually want to invest in. While both are unprofitable, horribly so, Anthropic has the revenue advantage and slightly better unit economics, which is all it needs to make Sam Altman's public offering untenable. I think it's time to start having a reasonable discussion about the potential collapse of OpenAI and the ramifications for counterparties like Google, Microsoft, Amazon, CoreWeave, Cerebras, and of course Oracle and all associated venture capitalists. In particular Thrive, who has billions of dollars tied up in this company. And of course SoftBank, which needs that liquidity, otherwise, well, they're triple fucked. If you're a journalist listening to this, you need to start seriously thinking about and writing about this. Because the current state of this company suggests that it has few viable paths to avoid perdition. It can't raise much more money. 90% of its last funding round came from Nvidia, Amazon, and SoftBank, none of which are really going to do a return trip. SoftBank literally can't afford it. Venture capitalists have never offered more than $12 billion of any OpenAI round, and even a We Are the World telethon isn't going to be enough to keep this pig inflated. What a disgusting way of referring to a company. Anyway, continuing. There is not really a viable path for OpenAI here. I don't know what they do, but it's kind of looking like they're going to die, as I wrote in my newsletter this week, and I'll put a link to that in the, in the notes. Either way, I'm off on a flight tomorrow. It's a crazy week. You'll know why soon. It's all good stuff. I love you all. Thank you for listening. I'll be back next week with the wonderful Cal Newport. Catch you then.
Ed Zitron — Better Offline · Monologue: AI Hits A Wall · 2026-08-21Yeah, you know, we've had CoreWeave and Navias report earnings recently. They've been doing really, you know, they did really well. They reported some good revenue numbers, which we can get into a little bit more later. But a lot of investors have been concerned this year that, you know, will— there's such a huge CapEx to build out these data centers. They're essentially landlords for GPUs, right? They're just renting the GPUs out. They don't really own them. And to build it out, they have to— at least CoreWeave has to borrow the money to do that. So, you know, if there's a future in which there's, you know, declining rental streams, like, could futures let Neo Clouds lock in those declining rental streams and make the infrastructure debt easier to underwrite? When it comes to maximizing the efficiency of an M&A deal, no one does it better than SRS Aquium. Since 2007, SRS Aquium has brought unmatched expertise, insight, and innovation to deliver superior escrow agent, paying agent, and professional shareholder representation solutions. 96% of top global private equity firms and 88% of top global venture capital firms have worked with SRS Aquium. To learn more about how SRS Aquium is the smartest way to run a deal, head to srsaquium.com. That's SRS A-C-Q-U-I-O-M dot com.
Rebecca Bellan — Equity · AI has a GPU pricing problem. Silicon Data wants to fix it. · 2026-08-19