CoreWeave & Supermicro
5 shared events · Importance 3 · Last updated Aug 22, 2026
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Business
CoreWeave: CoreWeave raised annual forecasts and beat earnings, with shares surging 19%. Its revenue backlog reached $104.2 billion, reflecting strong demand for AI cloud services.
Supermicro: Super Micro forecast 2027 revenue above expectations, with shares jumping 19%. Its gross margin improved significantly, indicating strong AI server demand.
Aug 05, 2026 · 65 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.
Supermicro: Supermicro is a top partner manufacturing Vera Rubin servers, which positions it to benefit from the growing demand for AI infrastructure and strengthens its product offerings.
May 31, 2026 · 28 articles
International
CoreWeave: CoreWeave's strong earnings eased worries about AI investment returns.
Supermicro: Supermicro's earnings also supported tech sentiment.
Aug 11, 2026 · 27 articles
Business
CoreWeave: CoreWeave is mentioned as a customer of Dell Technologies, indicating its role in the broader AI infrastructure ecosystem.
Supermicro: Supermicro is a supplier of server and data center equipment, benefiting from the increased demand for AI infrastructure alongside Dell Technologies.
May 28, 2026 · 8 articles
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