SOTS 2nd Hour: CoreWeave IPO, Lulu’s Consumer Warning, Trump vs. Big Law 3/28/25
Squawk on the Street
CoreWeave's IPO Journey and AI Financing
This chapter explores the price discovery process for CoreWeave's upcoming IPO and its implications for AI infrastructure investments. Key insights from institutional investors highlight the company's strategic pivot from Bitcoin mining to AI technologies, emphasizing their value in high-performance computing. The discussion also covers financial dynamics, including contracts with Microsoft, capital expenditures, and concerns regarding inflation's impact on economic growth.
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