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CoreWeave’s Growth Story Meets a Faster-Growing Interest Bill
The same quarter that produced that $128 million adjusted operating income also produced $640 million of interest expense, more than double the $267 million CoreWeave paid in Q2 2025. Net loss widened to $626 million from $290 million a year earlier, and adjusted net loss widened to $567 million from $130 million.
Measured against a year ago, adjusted operating income actually fell, from $200 million to $128 million, even as revenue more than doubled, because financing a much larger, much more indebted business cost more still. Guidance points to more of the same near term: CoreWeave expects Q3 interest expense of $860 million to $940 million, against a projected adjusted operating income of only $200 million to $260 million.
https://www.tikr.com/blog/coreweaves-64 … ed-to-know
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New paradigm, muh nigruh!
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We make it up in volume
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wrote:
CoreWeave’s Growth Story Meets a Faster-Growing Interest Bill
The same quarter that produced that $128 million adjusted operating income also produced $640 million of interest expense, more than double the $267 million CoreWeave paid in Q2 2025. Net loss widened to $626 million from $290 million a year earlier, and adjusted net loss widened to $567 million from $130 million.
Measured against a year ago, adjusted operating income actually fell, from $200 million to $128 million, even as revenue more than doubled, because financing a much larger, much more indebted business cost more still. Guidance points to more of the same near term: CoreWeave expects Q3 interest expense of $860 million to $940 million, against a projected adjusted operating income of only $200 million to $260 million.
https://www.tikr.com/blog/coreweaves-64 … ed-to-know
It’s a Jewish enterprise led by (((Intrator))) - see also, Oracle, etc. Their fortunes are tied to the state of Israel.
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wrote:
It’s a Jewish enterprise led by (((Intrator))) - see also, Oracle, etc. Their fortunes are tied to the state of Israel.
There are many who want to see Larry & Oracle take it up the ass.
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The companies building expensive infrastructure never make a killing.
The companies who buy that infrastructure for pennies on the dollar, profit.
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CoreWeave's inbound cash flow is based on 2 companies, Anthropic + OpenAI, who are profitless & run at huge losses.
Fear not, Jensen can bailout CoreWeave. Nuffin' like circular financial deals.
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VP_Spiro_T_CheneyWhen this AI debt bubble collapses, the punishment is going to go a lot further than people realize. Banks, insurance companies, private equity… all kinds of assholes own worthless AI paper.
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wrote:
The companies building expensive infrastructure never make a killing.
The companies who buy that infrastructure for pennies on the dollar, profit.
This isn't infrastructure like the fiber build-out in the 90s. It is a warehouse filled with equipment that has a 4-6 year usable life before it is fully depreciated and obsolete.
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You've got to spend money to make money!
(The founders get rich, the VC get their cut, and everyone else can fuq off)
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This isn't infrastructure like the fiber build-out in the 90s. It is a warehouse filled with equipment that has a 4-6 year usable life before it is fully depreciated and obsolete.
4 to 6 years is optimistic.
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wrote:
This isn't infrastructure like the fiber build-out in the 90s. It is a warehouse filled with equipment that has a 4-6 year usable life before it is fully depreciated and obsolete.
You likely have warehouses filled with unused nVidia GPUs.
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wrote:
You've got to spend somebody else's money to make money!
(The founders get rich, the VC get their cut, and retail bag holders can fuq off)
FIXED
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