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CoreWeave (CRWV) refers to itself as the "essential cloud for AI" and is increasingly benefiting from its close partnership with NVIDIA. As one of the first providers, it is expected to launch the Vera Rubin NVL72 platform in the second half of 2026, while the ongoing supply shortage is also raising prices for older GPU architectures. According to SemiAnalysis, rental prices for NVIDIA's H100 GPUs have surged nearly 40% since October 2025, reaching $2.35 per hour/GPU. CoreWeave has recently extended its average contract duration from 4 to 5 years,...
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