CoreWeave & SpaceX
11 shared events · Importance 4 · Last updated Aug 18, 2026
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Business
CoreWeave: CoreWeave, an AI cloud provider, was bought by ARK Investment Management and also announced expansion into Indonesia. The company has high revenue growth but is not yet profitable, and Ark's purchase may signal long-term confidence.
SpaceX: SpaceX, recently public, was bought by ARK Investment Management despite its stock being down significantly. The company announced it will use Nvidia chips for its space data centers, which could be a positive catalyst.
Aug 04, 2026 · 6 articles
Business
CoreWeave: Mentioned as a leader in value creation; AI hyper-scaler with positive outlook.
SpaceX: Completed record IPO, raising $75B at $1.77T valuation, significantly boosting Stack Capital's book value.
Aug 05, 2026 · 6 articles
Business
CoreWeave: CoreWeave is a competitor that SpaceX aims to undercut with lower prices, potentially losing market share.
SpaceX: SpaceX is the central entity, negotiating to provide AI computing capacity to the Pentagon, which could significantly expand its business beyond aerospace into cloud services.
Jul 17, 2026 · 12 articles
Business
CoreWeave: CoreWeave, a specialized AI compute provider, is both a customer of Meta Platforms through a significant infrastructure deal and a potential competitor as Meta enters the raw compute capacity market.
SpaceX: SpaceX, through its acquisition of Xai, has also entered the AI compute rental market, demonstrating the growing competition in this space that Meta Platforms is now joining.
Apr 20, 2026 · 42 articles
Tech
CoreWeave: CoreWeave is an early adopter of Nvidia's Spectrum-X Ethernet Photonics, indicating its commitment to leveraging advanced AI infrastructure for its specialized cloud services.
SpaceX: SpaceXAI, a division of SpaceX, is planning to adopt Nvidia Vera CPUs to transform its AI factories, showing interest in the new processor for its AI operations.
May 31, 2026 · 28 articles
Business
CoreWeave: Strong Q2 results and backlog growth signal robust demand for Nvidia hardware, positively impacting Nvidia's outlook.
SpaceX: SpaceX's record IPO is noted as a competing investment opportunity, potentially drawing capital away from Nvidia in the short term.
Jul 22, 2026 · 33 articles
Business
CoreWeave: CoreWeave's recent IPO experience is cited as an example of volatile post-listing performance, despite significant long-term gains.
SpaceX: SpaceX is another highly valued private company preparing for a mega-IPO, setting a precedent for large listings. It also has a deal with Anthropic for GPU capacity.
Jun 01, 2026 · 134 articles
International
CoreWeave: CoreWeave's strong earnings eased worries about AI investment returns.
SpaceX: SpaceX declined almost 4% amid the market downturn.
Aug 11, 2026 · 27 articles
Business
CoreWeave: CoreWeave, a specialized compute provider, could face competition from Meta's cloud business, but the deal is not finalized.
SpaceX: SpaceX signed a $45B compute lease with Anthropic in May 2026, providing a comparable deal. This highlights SpaceX's role as a compute provider.
Jul 17, 2026 · 30 articles
International
CoreWeave: CoreWeave's stock sank, cutting into its year-to-date gains amid the AI stock pullback.
Apr 16, 2026 · 760 articles
Tech
SpaceX: SpaceX is an early adopter of Nvidia's Vera central processor, utilizing Nvidia's hardware for its computing needs.
May 26, 2026 · 159 articles
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