CRWV may not have the best pricing right now, but customers are very happy with it and Nvidia is happy with how it represents its products; it is essentially the reference design for Nvidia data centers. There is a big execution difference between CRWV, Nebius and IREN.
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Jose Najarro StocksPublished Oct 21 · 3 passages
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So, Core's getting hit after hours.
Well not not Nebius but he has explicitly commented on cororeweave. then I mean they might not have the great greatest pricing right now. Um customers are very happy with their services.
Uh Nvidia is definitely happy with the way that they are representing their products. um they're essentially the reference design for data centers for NVIDIA
there's quite a big differentiation between even Corweave and Nebius and let's say IN which a lot of people say is third place and they're like I think there's a huge execution difference just between those three names.
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