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Dedicated AI cloud platform for frontier model developers.
•~$67B contracted revenue backlog (~$88B including Anthropic)
•Major commitments from OpenAI and Meta
backlog$67.0B
customersOpenAI · META · Anthropic
Bubbles· capital-flow co-movement
Themes· editorial groupings
Conviction· in 1 watchlist
Top correlated· 252d co-movement
0.64
0.59
0.56
0.55
Frequently asked questions
Is CRWV in SKYY?
Yes, First Trust Cloud Computing ETF (SKYY) holds CRWV with 3.99% (as of 2026-05-15).
What ETFs hold CRWV?
CoreWeave, Inc. (CRWV) is held by SKYY (3.99%).
What AI bubble is CRWV in?
CoreWeave, Inc. (CRWV) is mapped to the Networking / Optical bubble on QuantAbundancia. Classifier 2026-05-07: extended tier, corr 0.43 to networking-optical centroid (29 obs, 2nd: space 0.423). is_primary_bubble=FALSE.