CoreWeave Sees “10x as Much Qualified Demand” as Capacity as Old Nvidia Chips Reprice Higher

Key TakeawaysCoreWeave’s CEO said on its third-quarter call that the company has 10x as much qualified demand as available capacity through 2027, and that pricing on its older Nvidia Ampere and Hopper chips rose 30% to 50% from the second quarter. Older GPUs come off contract with their loans already repaid, so renting them out again at higher prices may be the most profitable revenue CoreWeave can earn.