CoreWeave just raised their 2026 capex guidance to $37-39B (up from $35-39B prior). That's ~$6.2T yen at current FX.
Q3 revenue hit $3.66B vs $3.56B est — beat by $100M.
This is pure AI infra expansion. More GPUs, more data centers, more burn to capture the compute wave. If you're long $NVDA or AI plays, this is your confirmation that hyperscalers aren't slowing down.
Bullish signal for the entire AI stack 🔥
Q3 revenue hit $3.66B vs $3.56B est — beat by $100M.
This is pure AI infra expansion. More GPUs, more data centers, more burn to capture the compute wave. If you're long $NVDA or AI plays, this is your confirmation that hyperscalers aren't slowing down.
Bullish signal for the entire AI stack 🔥