CRWV

Cluster: Advanced AI Infrastructure & Performance Innovation

Commitment: CoreWeave commits to being the first provider to offer NVIDIA RTX PRO 6000 Blackwell GPU instances at scale – Published 2025-07-09

✅ On Track | Certainty: 95%

Analysis: A recent update from 2025-07-09 confirms the launch of NVIDIA RTX PRO 6000 Blackwell Server Edition instances. The evidence clearly shows that CoreWeave has delivered on its promise to be first‐to‐market with these advanced GPU instances, reinforcing its leadership in high‐performance AI hardware.

Progress:

• 2025-07-09 – Announcement confirms that CoreWeave is offering NVIDIA RTX PRO 6000 Blackwell Server Edition instances as the first cloud platform in the market.

Commitment: CoreWeave’s pledge to continuous innovation and market leadership by offering the latest hardware solutions (e.g., NVIDIA H200 GPUs, historical launches) – Published 2025-07-09

✅ On Track | Certainty: 90%

Analysis: Recent updates indicate CoreWeave’s ongoing commitment to offering cutting-edge hardware. While the 2025-07-09 update emphasizes innovation, earlier evidence on next‐generation NVIDIA GPUs (including H200 instances noted in benchmark and performance documents) supports the pledge. The cumulative evidence, with the most recent update affirming the commitment, shows the company is on track.

Progress:

• 2025-07-09 – Update highlights continuous innovation and market leadership.
• Earlier evidence from benchmark announcements confirms progress with NVIDIA H200-related solutions.

Commitment: Deployment of NVIDIA GB300 NVL72 systems to boost user responsiveness and reasoning model inference, along with collaborations with Dell, Switch, and Vertiv – Published 2025-07-03

✅ On Track | Certainty: 95%

Analysis: The 2025-07-03 announcement confirms the deployment of NVIDIA GB300 NVL72 systems together with strategic collaborations. This deployment is directly linked to enhanced user responsiveness and inference capabilities, validating the commitment.

Progress:

• 2025-07-03 – Deployment announcement confirms the rollout of NVIDIA GB300 NVL72 systems and collaborations with Dell, Switch, and Vertiv.

Commitment: Achievement of a record MLPerf® Training benchmark with NVIDIA GB200 Grace Blackwell Superchips, reinforcing performance leadership – Published 2025-07-03

✅ On Track | Certainty: 85%

Analysis: An update from 2025-07-03 describes achieving a record MLPerf® Training benchmark using NVIDIA GB200 Grace Blackwell Superchips. Although supporting details appear in earlier technical updates, the 2025-07-03 commitment is upheld by documented benchmark results, showing demonstrable performance leadership.

Progress:

• 2025-07-03 – Announcement confirms the record MLPerf® Training benchmark achievement with NVIDIA GB200 Grace Blackwell Superchips.

Commitment: Commitment to cutting-edge infrastructure, delivering 800 tokens per second (TPS) on the Llama 3.1 405B model and improving throughput on the Llama 2 70B model – Published 2025-04-02

✅ On Track | Certainty: 95%

Analysis: Evidence from the 2025-04-02 update shows that CoreWeave achieved 800 TPS on the Llama 3.1 405B model and enhanced throughput on the Llama 2 70B model. The measurable performance metrics confirm that the commitment is being met with tangible results.

Progress:

• 2025-04-02 – Benchmark results confirming 800 TPS on Llama 3.1 405B and improved performance for Llama 2 70B model.

Commitment: Launch of NVIDIA GB200 NVL72-based instances featuring up to 30X faster LLM inference and integrated strategic collaborations with IBM and NVIDIA – Published 2025-02-04

✅ On Track | Certainty: 95%

Analysis: The update from 2025-02-04 details the launch of NVIDIA GB200 NVL72-based instances, emphasizing a 30X improvement in inference speed and highlighting strategic collaborations with IBM and NVIDIA. The clear technical and strategic indicators validate the achievement of this commitment.

Progress:

• 2025-02-04 – Announcement of the general availability of NVIDIA GB200 NVL72-based instances with up to 30X faster LLM inference and partnerships with IBM and NVIDIA.

Cluster: Strategic Mergers & Alliances for Growth

Commitment: Acquisition of Core Scientific in an all-stock deal to enhance data center infrastructure and eliminate over $10 billion in future lease overhead; anticipated cost savings of $500 million annually – Published 2025-07-07

✅ On Track | Certainty: 95%

Analysis: A document from 2025-07-07 confirms CoreWeave’s acquisition of Core Scientific, which aims to enhance infrastructure and deliver significant cost savings. The evidence directly supports the commitment with clear financial and operational targets indicating strong progress.

Progress:

• 2025-07-07 – Acquisition update confirms the all-stock deal with Core Scientific and outlines the targeted cost savings.

Commitment: Establishment of a multi-year partnership with an official AI Cloud Computing Partner to accelerate engineering processes and boost brand visibility – Published 2025-05-22

✅ On Track | Certainty: 90%

Analysis: The 2025-05-22 update announces a partnership with an official AI Cloud Computing Partner, which is aligned with accelerating engineering workflows and enhancing market presence. The evidence is recent and supports the strategic alliance commitment.

Progress:

• 2025-05-22 – Partnership announcement with the Official AI Cloud Computing Partner confirms the multi-year engagement.

Commitment: Completion of the acquisition of Weights & Biases, with a focus on accelerating AI innovation, maintaining platform interoperability, and increasing investment in the Weights & Biases platform (this commitment supersedes the earlier acquisition commitment detailed on 2025-03-04) – Published 2025-05-05

✅ On Track | Certainty: 95%

Analysis: The update from 2025-05-05 confirms the completion of the acquisition of Weights & Biases, explicitly superseding an earlier 2025-03-04 commitment. The newest evidence verifies that integration and innovation objectives are being met.

Progress:

• 2025-05-05 – Update confirms the completion of the acquisition of Weights & Biases, superseding the previous commitment.

Commitment: Entry into a multi-year contract with OpenAI supporting their AI infrastructure needs, aimed at scaling compute capacity – Published 2025-04-15

✅ On Track | Certainty: 95%

Analysis: The 2025-04-15 announcement validates the multi-year contract with OpenAI designed to scale compute capacity. The partnership demonstrates CoreWeave’s commitment to expanding its AI infrastructure through strategic collaborations.

Progress:

• 2025-04-15 – Contract announcement with OpenAI confirms the multi-year agreement for AI infrastructure support.

Commitment: Agreement with OpenAI to deliver AI infrastructure, including a $350.0 million stock investment from OpenAI and a commitment to scaling infrastructure for advanced AI model training – Published 2025-03-10

✅ On Track | Certainty: 95%

Analysis: An update from 2025-03-10 confirms the agreement with OpenAI, which includes a significant $350 million stock investment. This evidence supports the commitment to scale advanced AI training infrastructure and reinforces CoreWeave’s market position.

Progress:

• 2025-03-10 – Agreement announcement with OpenAI detailing a $350 million stock investment and infrastructure scaling commitments.

Cluster: Financial Strategy & Public Offering

Commitment: Pricing of the initial public offering of 37,500,000 shares of Class A common stock at $40.00 per share, with the offering expected to close on March 31, 2025 – Published 2025-03-27

✅ On Track | Certainty: 95%

Analysis: The recent 2025-03-27 update confirms the IPO pricing at $40.00 per share and provides specifics regarding share counts and closing details. The supporting evidence is clear and up-to-date, ensuring that the financial commitment is on track.

Progress:

• 2025-03-27 – IPO pricing announcement confirms the terms for the public offering including share count and price per share.

Commitment: Filing of a registration statement for a proposed IPO (with details on share count and price range to be determined) – Published 2025-03-03 (superseded by the more detailed IPO pricing commitment on 2025-03-27)

✅ On Track | Certainty: 90%

Analysis: Although the registration statement was filed on 2025-03-03, it has been superseded by the more detailed update from 2025-03-27. The more recent evidence confirms that all necessary financial processes are complete, reinforcing the overall progress of the IPO commitment.

Progress:

• 2025-03-03 – Initial registration was filed.
• 2025-03-27 – Detailed IPO pricing and closing updates supersede the earlier filing.

Cluster: Global Infrastructure Expansion & Sustainability

Commitment: Investment of £1 billion into the UK to establish operational data centers in Crawley and London Docklands, with further investment of £750 million and a commitment to powering these centers entirely by renewable energy; plus plans to open 10 new data centers globally in 2025 – Published 2025-01-13

✅ On Track | Certainty: 95%

Analysis: The 2025-01-13 update confirms that the initial UK data centers are operational as part of a £1 billion investment, with renewable energy powering the facilities. This commitment is further supported by plans to open additional data centers globally, demonstrating strong operational progress.

Progress:

• 2025-01-13 – Announcement confirms the operational status of UK data centers and outlines the investment and renewable energy plan.

Commitment: European expansion initiatives including a $3.5 billion investment and creation of over 120 new jobs, along with plans to double data center presence globally by the end of 2024 – Published 2024-08-08 and 2024-08-01

✅ On Track | Certainty: 90%

Analysis: Updates from 2024-08-08 and 2024-08-01 provide evidence of CoreWeave’s aggressive European expansion plans, including a significant investment and job creation initiative. Even though these updates are slightly older, the consistency across multiple documents supports the successful implementation of this commitment.

Progress:

• 2024-08-08 & 2024-08-01 – Announcements outline a $3.5 billion investment, new job creation, and plans for doubling global data center presence.

Commitment: Commitment to being first-to-market with NVIDIA H200 GPUs in data centers, underscoring the drive for advanced AI hardware offerings – Published 2025-01-13

✅ On Track | Certainty: 95%

Analysis: The 2025-01-13 update also confirms that CoreWeave is leading in deploying NVIDIA H200 GPUs within its data centers. This first-to-market initiative is a key aspect of the advanced AI hardware strategy, validating the commitment’s progress.

Progress:

• 2025-01-13 – Update confirms the deployment of NVIDIA H200 GPUs as part of the first-to-market strategy in data centers.

Cluster: Digital Transformation, Leadership & Governance

Commitment: Appointment of Jean English as Chief Marketing Officer to strengthen market presence and brand leadership – Published 2025-03-24

✅ On Track | Certainty: 95%

Analysis: The 2025-03-24 leadership update confirms the appointment of Jean English as CMO. Her extensive industry experience is expected to bolster CoreWeave’s market presence and drive brand leadership, aligning well with the strategic objectives.

Progress:

• 2025-03-24 – Announcement of Jean English’s appointment as Chief Marketing Officer.

Commitment: Appointment of a new Chief Information Officer tasked with leading IT and digital transformation strategies for scaling operations – Published 2025-01-09

✅ On Track | Certainty: 95%

Analysis: The appointment of a new CIO, confirmed on 2025-01-09, reinforces CoreWeave’s commitment to robust IT and digital transformation initiatives. This leadership change is well supported by evidence showing a focus on scalable operational improvements.

Progress:

• 2025-01-09 – Appointment of Sandy Venugopal as Chief Information Officer is confirmed.

Commitment: Appointment of an independent board director, Karen Boone, to enhance governance and financial oversight, alongside a commitment to sustaining first-to-market innovations – Published 2025-01-09

✅ On Track | Certainty: 95%

Analysis: The 2025-01-09 update confirms the appointment of Karen Boone as an independent board director. The strong governance and oversight expected from this appointment support CoreWeave’s commitment to innovation and operational excellence.

Progress:

• 2025-01-09 – Announcement confirms the appointment of Karen Boone as an independent board director.

Commitment: Appointment of a Chief People Officer dedicated to employee development, retention, and cultural enhancement during rapid growth – Published 2024-10-18

✅ On Track | Certainty: 95%

Analysis: The 2024-10-18 update details the appointment of a new Chief People Officer, affirming CoreWeave’s focus on developing talent and fostering a supportive culture during rapid expansion. The evidence is strong and recent enough to confirm effective progress.

Progress:

• 2024-10-18 – Appointment announcement for Chief People Officer Michelle O’Rourke confirms the commitment.

Cluster: AI Software & Developer Platform Innovation

Commitment: Launch of new AI cloud software products and capabilities—including integration of Mission Control into the W&B Models platform, introduction of W&B Inference, and rollout of W&B Weave Online Evaluations—to enhance productivity for AI engineers and ML researchers – Published 2025-06-18

✅ On Track | Certainty: 95%

Analysis: The 2025-06-18 update details the rollout of new AI cloud software products and platform integrations. The integration of Mission Control and enhancements on the W&B Models platform support improved productivity for developers, validating the commitment.

Progress:

• 2025-06-18 – Announcement confirms the launch and integration of new AI cloud software products and capabilities.

Commitment: Continued commitment to supporting advanced AI innovation through development of integrated platform capabilities that set new standards for performance and efficiency – Published 2025-06-18

✅ On Track | Certainty: 95%

Analysis: Alongside the new product launches on 2025-06-18, CoreWeave reiterates its focus on setting new benchmarks in AI performance and efficiency. The evidence is clear that the commitment to innovation through integrated platform capabilities is being actively pursued.

Progress:

• 2025-06-18 – The update reinforces the commitment to ongoing development of integrated AI platform capabilities.

Cluster: Sustainability & Decarbonization Initiatives

Commitment: Development of Project SECURE, an integrated commercial process to recycle captured carbon dioxide with low-carbon hydrogen to produce sustainable ethanol and ethylene, supported by up to $200 million in federal funding – Published 2024-12-18

✅ On Track | Certainty: 95%

Analysis: The 2024-12-18 update provides comprehensive details about Project SECURE, including the federal funding of up to $200 million. The technical and financial aspects outlined confirm that the project is progressing as planned, contributing to CoreWeave’s sustainability goals.

Progress:

• 2024-12-18 – Funding and project details for Project SECURE are announced, confirming the development of the CO₂ recycling process.

Commitment: Execution of Phase 1 engineering design work, including FEED studies and community engagement, to lay the foundation for subsequent phases that drive decarbonization and job creation – Published 2024-12-18

✅ On Track | Certainty: 95%

Analysis: The same 2024-12-18 update also confirms the commencement of Phase 1 engineering design work, including FEED studies and community engagement. This foundational work supports long-term decarbonization and job creation, indicating strong progress on this sustainability initiative.

Progress:

• 2024-12-18 – Announcement of Phase 1 engineering work and community engagement confirms execution of the initial decarbonization efforts.