CoreWeave Reports Tuesday. Can It Staff 4 Gigawatts?
CoreWeave has more than $100 billion of work signed and a goal of 8 gigawatts by 2030. Ahead of Tuesday's results, I looked at whether it is hiring the people needed to deliver it.
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CoreWeave has more than $100 billion of work signed and a goal of 8 gigawatts by 2030. Ahead of Tuesday's results, I looked at whether it is hiring the people needed to deliver it.
Elon Musk expects most neoclouds to die. Several of the larger ones have Gulf sovereign money in them. I looked at which of those companies are hiring the people needed to deliver what they have sold.
Sharon AI grew its workforce 175% in six months, hiring from Microsoft, AWS and Macquarie. Then it closed a $1.6 billion financing and hiring went flat. All five covering analysts rate it Buy. Here is what its staffing says about its $1.32 billion contract book.