POPA Recon[Yonhap Infomax] CoreWeave, expand order backlog and strengthen pricing power
[Yonhap Infomax] CoreWeave, expand order backlog and strengthen pricing power • A Deutsche Bank analyst mentioned that CoreWeave's expanding order backlog and pricing power are driving investor sentiment. • In Coreweave's second quarter performance, the order backlog increased by $5 billion, and the contracted computing capacity expanded to 4.2GW. • The expansion of artificial intelligence computing capacity appears to be progressing faster than planned. • Deutsche Bank maintains its investment opinion at Buy and sets the target price at $150. • Citi analysts evaluated Coreweave's performance…
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