CoreWeave and Nebius report better-than-expected Q2 results with strong revenue growth
AI cloud providers CoreWeave and Nebius reported better-than-expected Q2 results, with CoreWeave posting $2.6B revenue up 112% YoY and a backlog of $104B. Lumentum also reported 109% YoY revenue growth, contributing to a broader AI infrastructure earnings beat.
Detected & updated continuously · Source: Nebula
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@Benzinga
Shares of memory-related companies are trading higher after AI cloud providers CoreWeave and Nebius reported better-than-expected Q2 results and server and storage maker Super Micro Computer reported better-than-expected Q4 financial results, all of which may help bolster the
@Buy_SomeBTC
AI infrastructure: the numbers are getting louder. SMCI, CRWV, and LITE just presented the market with three different parts of the same puzzle. SMCI: $11.1B revenue, up 91% YoY, with FY27 guidance of $65–72B. CRWV: $2.6B revenue, up 112%, while backlog soared to $104B. LITE: https://t.co/jjvlamIr05
@Big_Rancho
Everyone talks about Al chips. The infrastructure story is getting interesting too. $LITE, $CRWV and $SMCI just posted revenue growth of 109%, 112% and 93% YoY respectively. That's a pretty strong signal that Al spending is spreading across cloud, servers and connectivity. I'm https://t.co/6jCK8kwpow
@Cryptoiconn
AI demand is becoming harder to ignore. $LITE, $CRWV, and $SMCI are all reporting strong year-over-year revenue growth, showing that the AI boom goes far beyond chips and models. From optical connectivity to AI cloud and high performance servers, the companies building the https://t.co/6n5MLtqM2P