| | | On May 14, 2025, CoreWeave reported 2025Q1 Y-O-Y Revenue Growth of 420.3%. In their 2024Q4 report, CRWV reported Y-O-Y Revenue Growth of 544.4%. Both percentages were extraordinary, and the obvious question was whether or not that level of growth could be sustained.
As a partial answer to that question, in their May 14th earning release, CRWV Forecast that 2025Q2 Y-O-Y revenues would grow 173.2%.
A further answer to the growth question was reported today by Briefing.com:
2025-06-04 - CoreWeave in collaboration with NVIDIA (NVDA) and IBM (IBM), delivered the largest-ever MLPerf Training v5.0 submission on NVIDIA Blackwell, using 2,496 NVIDIA Blackwell GPUs running on CoreWeave's AI-optimized cloud platform – Briefing.com
This submission is the largest NVIDIA GB200 NVL72 cluster ever benchmarked under MLPerf, 34x larger than the only other submission from a cloud provider highlighting the large scale and readiness of CoreWeave's cloud platform for today's demanding AI workloads.
The submission achieved a breakthrough result on the largest and most complex foundational model in the benchmarking suite--Llama 3.1 405B--completing the run in just 27.3 minutes. When compared against submissions from other participants across similar cluster sizes,
CoreWeave's GB200 cluster achieved more than 2x faster training performance. This result highlights the significant performance leap enabled by the GB200 NVL72 architecture and the strength of CoreWeave's infrastructure in delivering consistent, best-in-class AI workload performance.
QED? |
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