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CoreWeave, Inc. (CRWV) has expanded its Mission Control platform for high-performance AI cloud computing, enhancing tools for enterprise tech teams managing production-grade AI workloads. Key features include Telemetry Relay for streaming audit logs to client systems, and GPU Straggler Detection, which identifies performance bottlenecks in distributed training.
Despite the platform’s upgrades, CoreWeave is experiencing supply constraints that have led to a reduction in the 2025 revenue outlook to $5.05–$5.15 billion from $5.15–$5.35 billion, with adjusted operating income expectations now between $690–$720 million down from $800–$830 million. Demand for CoreWeave’s services is strong, with customers like CrowdStrike and Rakuten utilizing its AI capabilities.
CoreWeave, which has seen a 126.6% stock price increase over the past year, faces competitive pressure from major players such as Microsoft and Nebius Group N.V., both of which are also dealing with similar supply chain issues in the burgeoning AI market.
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