Here’s a clear comparison between CRWV (CoreWeave, Inc.) and SMCI (Super Micro Computer, Inc.):
---
## CoreWeave (CRWV) – **AI Cloud Infrastructure Platform**
* **Business Focus**: CoreWeave operates a specialized cloud computing platform offering GPU‑based infrastructure tailored for generative AI workloads—including compute, storage, networking, and bare-metal or virtual servers.([GraniteShares][1])
* **Origins & Strategy**: Originally a crypto-mining company, CoreWeave shifted to AI infrastructure and went public in March 2025 at \$40 per share.([Kiplinger][2])
* **Scale & Reach**: The company runs roughly 32 data centers across the U.S. and Europe with clients like Microsoft, Meta, OpenAI, and IBM. Microsoft has committed up to \$10 billion through 2030.([Kiplinger][2], [StockAnalysis][3])
* **Growth Metrics**:
* Revenue soared \~736% year-over-year in 2024 to about \$1.92 billion.([Investopedia][4])
* Net loss widened to several hundred million dollars.([Kiplinger][2], [StockAnalysis][3])
* As of August 2025, trailing‑12‑month revenue stands at \$3.53 billion, with a net loss of \$1.10 billion.([StockAnalysis][3])
* The company maintains a backlog of roughly \$30 billion.([TipRanks][5], [StockAnalysis][3])
* **Positioning**: CoreWeave is positioning itself as an "AI hyperscaler," enabling enterprises to rent powerful GPU compute on demand—competing indirectly with AWS, Azure, and Nvidia’s own cloud offerings.
---
## Super Micro Computer (SMCI) – **Server & AI Hardware Provider**
* **Business Focus**: Supermicro designs, manufactures, and sells high-performance, energy-efficient server and storage solutions utilizing modular/open-standard architectures.([GraniteShares][1])
* **Product Portfolio**: The company offers racks of solutions: GPU servers, blade systems, storage arrays, networking gear, server management software, and advanced cooling systems (such as liquid cooling) tailored for AI/data center deployment.([GraniteShares][1])
* **Industry & Operations**: Founded in 1993 and headquartered in San Jose, CA, Supermicro boasts manufacturing operations in California, the Netherlands, and Taiwan. It serves enterprise IT, cloud providers, AI, 5G, and edge computing markets.([Wikipedia][6])
* **Scale & Workforce**: Employs over 5,600 people globally as of 2025.([Wikipedia][6], [Wikipedia][7])
* **Recent Business Moves**:
* Filed overdue financial reports in early 2025 to regain Nasdaq compliance.([Investors][8])
* Despite a quarterly miss, projected FY2026 revenue of \$40 billion, up from a downward‐revised \$23.5–25 billion estimate for FY2025.([Investors][9])
* Launched advanced systems like Direct Liquid Cooling, Data Center Building Block Solutions (DCBBS), and secured a \$20 billion partnership with DataVolt for AI campuses.([Wikipedia][6])
* Faced scrutiny earlier over accounting, governance, and export compliance—stemming from Hindenburg’s 2024 report—though an independent committee later reported no wrongdoing.([Financial Times][10])
---
## Side‑by‑Side Comparison
| **Aspect** | **CoreWeave (CRWV)** | **Supermicro (SMCI)** |
| ------------------------ | -------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------ |
| **Core Business** | Cloud-based GPU infrastructure for AI workloads. | Design & manufacturing of high-performance AI-ready server and storage systems. |
| **Client Base** | AI developers and hyperscalers (OpenAI, Microsoft, Meta, IBM). | Data centers, enterprises, AI/cloud providers baseline, and large-scale data center operators. |
| **Growth Trajectory** | Rapid, explosive revenue growth (\~736% in 2024) with scale expansion via long-term contracts. | Strong after volatility; projected substantial revenue spike in FY2026. |
| **Strategic Edge** | Offers fully managed infrastructure services; competitive for AI-processing clients seeking scale without asset ownership. | Delivers tailored hardware solutions (e.g., cooling tech, modular racks) and deep customization. |
| **Execution Risk** | High capital expenditure, financing, and net‑loss challenges. | Higher execution complexity amid past compliance issues and governance scrutiny. |
| **Business Model Shift** | Transitioned from crypto-mining to AI cloud; currently scale-dependent. | Long-standing hardware supplier evolving into AI infrastructure provider. |
---
## Summary
* **CoreWeave (CRWV)** is a fast-growing **AI infrastructure platform**, delivering GPU-powered compute on-demand with a backlog of AI commitments.
* **Supermicro (SMCI)** is a **hardware infrastructure leader**, designing and delivering custom server, storage, and cooling solutions across major enterprise and AI data center markets.
Although both ride the AI wave, CoreWeave focuses on delivering compute as a service, while Supermicro builds the bricks (hardware systems) behind those compute capabilities.
Let me know if you'd like deeper financial metrics, analyst insights, or comparisons across valuation and market positioning!
---
* [Investors](investors.com/news/technology/smci-stock-supermicro-fiscal-q2-2025-business-update/?utm_source=chatgpt.com)
* [Investors](investors.com/news/technology/smci-stock-surges-supermicro-files-delinquent-reports/?utm_source=chatgpt.com)
* [Barron's](barrons.com/articles/super-micro-stock-goldman-risks-ca3d15e8?utm_source=chatgpt.com)
[1]: graniteshares.com/institutional/us/en-us/research/what-does-super-micro-computer-smci-do/?utm_source=chatgpt.com "What Does Super Micro Computer (SMCI) DO?"
[2]: kiplinger.com/investing/ipos/coreweave-ipo-should-you-buy-crwv-stock?utm_source=chatgpt.com "CoreWeave IPO: Should You Buy CRWV Stock?"
[3]: stockanalysis.com/stocks/crwv/?utm_source=chatgpt.com "CoreWeave (CRWV) Stock Price & Overview"
[4]: investopedia.com/super-micro-computer-inc-smci-nasdaq-100-walgreens-boots-8677916?utm_source=chatgpt.com "Super Micro Computer Stock Rises on Nasdaq-100 Addition"
[5]: tipranks.com/news/crwv-vs-smci-which-growth-stock-is-a-better-pick-according-to-wall-street?utm_source=chatgpt.com "CRWV vs. SMCI: Which Growth Stock Is a Better Pick ..."
[6]: en.wikipedia.org/wiki/Supermicro?utm_source=chatgpt.com "Supermicro"
[7]: zh.wikipedia.org/wiki/美超微電腦?utm_source=chatgpt.com "美超微電腦"
[8]: investors.com/news/technology/smci-stock-surges-supermicro-files-delinquent-reports/?utm_source=chatgpt.com "Supermicro Stock Surges As Data-Center Specialist Files Delinquent Reports"
[9]: investors.com/news/technology/smci-stock-supermicro-fiscal-q2-2025-business-update/?utm_source=chatgpt.com "Nvidia Partner Supermicro Cuts Fiscal 2025 Estimates, But Sees Big Growth Next Year"
[10]: ft.com/content/40cca67a-1116-4b27-9794-b1d221452d5c?utm_source=chatgpt.com "Hindenburg hits Super Micro"
---
## CoreWeave (CRWV) – **AI Cloud Infrastructure Platform**
* **Business Focus**: CoreWeave operates a specialized cloud computing platform offering GPU‑based infrastructure tailored for generative AI workloads—including compute, storage, networking, and bare-metal or virtual servers.([GraniteShares][1])
* **Origins & Strategy**: Originally a crypto-mining company, CoreWeave shifted to AI infrastructure and went public in March 2025 at \$40 per share.([Kiplinger][2])
* **Scale & Reach**: The company runs roughly 32 data centers across the U.S. and Europe with clients like Microsoft, Meta, OpenAI, and IBM. Microsoft has committed up to \$10 billion through 2030.([Kiplinger][2], [StockAnalysis][3])
* **Growth Metrics**:
* Revenue soared \~736% year-over-year in 2024 to about \$1.92 billion.([Investopedia][4])
* Net loss widened to several hundred million dollars.([Kiplinger][2], [StockAnalysis][3])
* As of August 2025, trailing‑12‑month revenue stands at \$3.53 billion, with a net loss of \$1.10 billion.([StockAnalysis][3])
* The company maintains a backlog of roughly \$30 billion.([TipRanks][5], [StockAnalysis][3])
* **Positioning**: CoreWeave is positioning itself as an "AI hyperscaler," enabling enterprises to rent powerful GPU compute on demand—competing indirectly with AWS, Azure, and Nvidia’s own cloud offerings.
---
## Super Micro Computer (SMCI) – **Server & AI Hardware Provider**
* **Business Focus**: Supermicro designs, manufactures, and sells high-performance, energy-efficient server and storage solutions utilizing modular/open-standard architectures.([GraniteShares][1])
* **Product Portfolio**: The company offers racks of solutions: GPU servers, blade systems, storage arrays, networking gear, server management software, and advanced cooling systems (such as liquid cooling) tailored for AI/data center deployment.([GraniteShares][1])
* **Industry & Operations**: Founded in 1993 and headquartered in San Jose, CA, Supermicro boasts manufacturing operations in California, the Netherlands, and Taiwan. It serves enterprise IT, cloud providers, AI, 5G, and edge computing markets.([Wikipedia][6])
* **Scale & Workforce**: Employs over 5,600 people globally as of 2025.([Wikipedia][6], [Wikipedia][7])
* **Recent Business Moves**:
* Filed overdue financial reports in early 2025 to regain Nasdaq compliance.([Investors][8])
* Despite a quarterly miss, projected FY2026 revenue of \$40 billion, up from a downward‐revised \$23.5–25 billion estimate for FY2025.([Investors][9])
* Launched advanced systems like Direct Liquid Cooling, Data Center Building Block Solutions (DCBBS), and secured a \$20 billion partnership with DataVolt for AI campuses.([Wikipedia][6])
* Faced scrutiny earlier over accounting, governance, and export compliance—stemming from Hindenburg’s 2024 report—though an independent committee later reported no wrongdoing.([Financial Times][10])
---
## Side‑by‑Side Comparison
| **Aspect** | **CoreWeave (CRWV)** | **Supermicro (SMCI)** |
| ------------------------ | -------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------ |
| **Core Business** | Cloud-based GPU infrastructure for AI workloads. | Design & manufacturing of high-performance AI-ready server and storage systems. |
| **Client Base** | AI developers and hyperscalers (OpenAI, Microsoft, Meta, IBM). | Data centers, enterprises, AI/cloud providers baseline, and large-scale data center operators. |
| **Growth Trajectory** | Rapid, explosive revenue growth (\~736% in 2024) with scale expansion via long-term contracts. | Strong after volatility; projected substantial revenue spike in FY2026. |
| **Strategic Edge** | Offers fully managed infrastructure services; competitive for AI-processing clients seeking scale without asset ownership. | Delivers tailored hardware solutions (e.g., cooling tech, modular racks) and deep customization. |
| **Execution Risk** | High capital expenditure, financing, and net‑loss challenges. | Higher execution complexity amid past compliance issues and governance scrutiny. |
| **Business Model Shift** | Transitioned from crypto-mining to AI cloud; currently scale-dependent. | Long-standing hardware supplier evolving into AI infrastructure provider. |
---
## Summary
* **CoreWeave (CRWV)** is a fast-growing **AI infrastructure platform**, delivering GPU-powered compute on-demand with a backlog of AI commitments.
* **Supermicro (SMCI)** is a **hardware infrastructure leader**, designing and delivering custom server, storage, and cooling solutions across major enterprise and AI data center markets.
Although both ride the AI wave, CoreWeave focuses on delivering compute as a service, while Supermicro builds the bricks (hardware systems) behind those compute capabilities.
Let me know if you'd like deeper financial metrics, analyst insights, or comparisons across valuation and market positioning!
---
* [Investors](investors.com/news/technology/smci-stock-supermicro-fiscal-q2-2025-business-update/?utm_source=chatgpt.com)
* [Investors](investors.com/news/technology/smci-stock-surges-supermicro-files-delinquent-reports/?utm_source=chatgpt.com)
* [Barron's](barrons.com/articles/super-micro-stock-goldman-risks-ca3d15e8?utm_source=chatgpt.com)
[1]: graniteshares.com/institutional/us/en-us/research/what-does-super-micro-computer-smci-do/?utm_source=chatgpt.com "What Does Super Micro Computer (SMCI) DO?"
[2]: kiplinger.com/investing/ipos/coreweave-ipo-should-you-buy-crwv-stock?utm_source=chatgpt.com "CoreWeave IPO: Should You Buy CRWV Stock?"
[3]: stockanalysis.com/stocks/crwv/?utm_source=chatgpt.com "CoreWeave (CRWV) Stock Price & Overview"
[4]: investopedia.com/super-micro-computer-inc-smci-nasdaq-100-walgreens-boots-8677916?utm_source=chatgpt.com "Super Micro Computer Stock Rises on Nasdaq-100 Addition"
[5]: tipranks.com/news/crwv-vs-smci-which-growth-stock-is-a-better-pick-according-to-wall-street?utm_source=chatgpt.com "CRWV vs. SMCI: Which Growth Stock Is a Better Pick ..."
[6]: en.wikipedia.org/wiki/Supermicro?utm_source=chatgpt.com "Supermicro"
[7]: zh.wikipedia.org/wiki/美超微電腦?utm_source=chatgpt.com "美超微電腦"
[8]: investors.com/news/technology/smci-stock-surges-supermicro-files-delinquent-reports/?utm_source=chatgpt.com "Supermicro Stock Surges As Data-Center Specialist Files Delinquent Reports"
[9]: investors.com/news/technology/smci-stock-supermicro-fiscal-q2-2025-business-update/?utm_source=chatgpt.com "Nvidia Partner Supermicro Cuts Fiscal 2025 Estimates, But Sees Big Growth Next Year"
[10]: ft.com/content/40cca67a-1116-4b27-9794-b1d221452d5c?utm_source=chatgpt.com "Hindenburg hits Super Micro"
Dagangan aktif
wishing that CRWV closes above 102 on 08/29/2025
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Penerbitan berkaitan
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.