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AI infra

The full thread of our CoreWeave coverage — a running record of every development we've tracked, with the VC take on each.

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Jul 30, 2026
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  1. Aug 12, 2026AICoreWeave Revenue More Than Doubles, Stock Jumps 18%→
  2. Jul 30, 2026AICoreWeave Jumps on Leidos Deal for Classified Federal AI Cloud→

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AI· Aug 12, 2026

CoreWeave Revenue More Than Doubles, Stock Jumps 18%

Illustration for: CoreWeave Revenue More Than Doubles, Stock Jumps 18%
AI

CoreWeave Revenue More Than Doubles, Stock Jumps 18%

CoreWeave reported second-quarter revenue of $2.6 billion, up 112% year-over-year, and raised its full-year guidance on a backlog that has swelled past $104 billion, sending shares up 18% in premarket trading.

Aug 12, 2026DEEP DIVE
AI· Jul 30, 2026

CoreWeave Jumps on Leidos Deal for Classified Federal AI Cloud

Illustration for: CoreWeave Jumps on Leidos Deal for Classified Federal AI Cloud
AI

CoreWeave Jumps on Leidos Deal for Classified Federal AI Cloud

CoreWeave shares rallied after the company announced a partnership with government contractor Leidos to deliver AI cloud services inside classified, SCIF-accredited data centers for the US intelligence community and Department of War.

Jul 30, 2026
@Trace_Cohen·t@nyvp.com