ENTITY · coreweave

CoreWeaveCRWV

United States·neocloud·leader·$64.3B mkt cap

Largest pure-play GPU cloud (neocloud) renting NVIDIA capacity for AI.

WATCH · 40–69

56/100 illustrative

Cascade ›Stress ›Graph ›Compare ›Substitutes ›Compliance brief ›Export cascade

Underwriting Thesis

WATCH — CoreWeave: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in neocloud. A chokepoint underwriting concern at this tier.

Factor Breakdown

Foreign-Origin Concentration51

Sole-Source Dependence85

Sanctions Exposure45

Downstream Criticality43

Sanctions Exposure

Entity not present on tracked screening lists (CSL).

DoD Exposure

No matched DoD semiconductor awards (USASpending) for this entity.

Shortest paths → DoD-exposed firms

Export ›

Scale AI · 1 hop · $105.6M
CoreWeave → Scale AI

Possible substitutes · same commodity buckets

All ›

Chokepoint Relationships

Key Suppliers · upstream · 9

NVIDIAUnited States
DOMESTIC
AMDUnited States
DOMESTIC
Hon Hai (Foxconn)Taiwan
CHOKEPOINT
Quanta ComputerTaiwan
CHOKEPOINT
Super Micro ComputerUnited States
DOMESTIC
Dell TechnologiesUnited States
DOMESTIC
VertivUnited States
DOMESTIC
EquinixUnited States
DOMESTIC
Digital RealtyUnited States
DOMESTIC

Key Customers · downstream · 4

MicrosoftUnited States
DOMESTIC
OpenAIUnited States
DOMESTIC
Meta PlatformsUnited States
DOMESTIC
IBMUnited States
DOMESTIC