{
 "generated": "2026-11-01",
 "node": {
  "id": "org:coreweave",
  "type": "Organization",
  "name": "CoreWeave",
  "org_type": "Developer",
  "kind": "company",
  "homepage": "https://www.coreweave.com/",
  "entry": "reviewed",
  "by": "landscape-cards",
  "at": "2026-10-29T04:41:11Z",
  "landscape": [
   {
    "map": "compute-industry",
    "map_title": "AI 算力产业链",
    "card": "player-coreweave",
    "title": "CoreWeave",
    "layer": "数据中心 建造与运营",
    "layer_id": "layer:compute-industry--5",
    "role": "primary"
   }
  ],
  "landscape_maps": [
   "compute-industry"
  ],
  "landscape_n": 1,
  "degree": 0.008,
  "n_apps": 0,
  "n_models": 0
 },
 "page": "https://xiaopingfeng.com/graph/e/org/coreweave/",
 "out": [
  {
   "type": "supplies_compute_to",
   "sentence": "CoreWeave向Microsoft供应算力",
   "direction": "out",
   "id": "org:microsoft",
   "name": "Microsoft",
   "note": "CoreWeave 在手订单超过 1,000 亿美元，约三分之二对应投资级对手方（Microsoft、Meta、IBM、Caterpillar）；页面没有逐家金额与期限。",
   "status": "agent",
   "evidence": [
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "CNBC 该文写到 Deutsche Bank 研报：CoreWeave 在手订单超过 1,000 亿美元，约三分之二对应投资级对手方，点名 Microsoft、Meta、IBM、Caterpillar。",
     "url": "https://www.cnbc.com/2026/10/15/coreweave-credit-default-swaps-hit-distress-levels-as-investors-sour-on-ai-debt.html"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 AI Buzzwords EP.108 收录此事（故事线 B（先看压力最大的 CoreWeave））",
     "url": "https://xiaopingfeng.com/buzzwords/108/"
    }
   ]
  },
  {
   "type": "supplies_compute_to",
   "sentence": "CoreWeave向Meta供应算力",
   "direction": "out",
   "id": "org:meta",
   "name": "Meta",
   "note": "同上：在手订单超过 1,000 亿美元，约三分之二对应投资级对手方；页面没有逐家金额与期限。",
   "status": "agent",
   "evidence": [
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "CNBC 该文写到 Deutsche Bank 研报：CoreWeave 在手订单超过 1,000 亿美元，约三分之二对应投资级对手方，点名 Microsoft、Meta、IBM、Caterpillar。",
     "url": "https://www.cnbc.com/2026/10/15/coreweave-credit-default-swaps-hit-distress-levels-as-investors-sour-on-ai-debt.html"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 AI Buzzwords EP.108 收录此事（故事线 B（先看压力最大的 CoreWeave））",
     "url": "https://xiaopingfeng.com/buzzwords/108/"
    }
   ]
  },
  {
   "type": "supplies_compute_to",
   "sentence": "CoreWeave向IBM供应算力",
   "direction": "out",
   "id": "org:ibm",
   "name": "IBM",
   "note": "同上：在手订单对手方之一；页面没有金额与期限。",
   "status": "agent",
   "evidence": [
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "CNBC 该文写到 Deutsche Bank 研报：CoreWeave 在手订单超过 1,000 亿美元，约三分之二对应投资级对手方，点名 Microsoft、Meta、IBM、Caterpillar。",
     "url": "https://www.cnbc.com/2026/10/15/coreweave-credit-default-swaps-hit-distress-levels-as-investors-sour-on-ai-debt.html"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 AI Buzzwords EP.108 收录此事（故事线 B（先看压力最大的 CoreWeave））",
     "url": "https://xiaopingfeng.com/buzzwords/108/"
    }
   ]
  },
  {
   "type": "supplies_compute_to",
   "sentence": "CoreWeave向OpenAI供应算力",
   "direction": "out",
   "id": "org:openai",
   "name": "OpenAI",
   "since": "2025-03",
   "note": "三份合同累计约 224 亿美元：2025-03 最高 119 亿美元（五年）、2025-05 追加最高 40 亿美元、2025-09-25 再追加最高 65 亿美元；EP.102 的 Neocloud 研究把 OpenAI 列为 CoreWeave 客户之一",
   "status": "agent",
   "evidence": [
    {
     "kind": "official",
     "label": "官方页面",
     "text": "CoreWeave 2025-09-25：与 OpenAI 的协议再扩大最高 65 亿美元，累计约 224 亿美元",
     "url": "https://www.coreweave.com/news/coreweave-expands-agreement-with-openai-by-up-to-6-5b"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 AI Buzzwords EP.102 收录：故事线 C · Neocloud 行业研究",
     "url": "https://xiaopingfeng.com/buzzwords/102/"
    }
   ]
  },
  {
   "type": "supplies_compute_to",
   "sentence": "CoreWeave向Anthropic供应算力",
   "direction": "out",
   "id": "org:anthropic",
   "name": "Anthropic",
   "note": "Anthropic 是 CoreWeave 合同积压（总额994亿美元）的客户之一；逐家金额、期限未写",
   "status": "agent",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」第 05 层「数据中心建造与运营」的卡片「CoreWeave」：合同积压达994亿美元（OpenAI/Meta/Anthropic/Jane Street）",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-coreweave"
    }
   ]
  },
  {
   "type": "supplies_compute_to",
   "sentence": "CoreWeave向Jane Street供应算力",
   "direction": "out",
   "id": "org:jane-street",
   "name": "Jane Street",
   "note": "Jane Street 是 CoreWeave 合同积压（总额994亿美元）的客户之一；逐家金额、期限未写",
   "status": "agent",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」第 05 层「数据中心建造与运营」的卡片「CoreWeave」：合同积压达994亿美元（OpenAI/Meta/Anthropic/Jane Street）",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-coreweave"
    }
   ]
  },
  {
   "type": "placed_in",
   "sentence": "CoreWeave出现在 Landscape 的「数据中心建造与运营」",
   "direction": "out",
   "id": "layer:compute-industry--5",
   "name": "数据中心建造与运营",
   "reported": false,
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "Landscape「AI 算力产业链」第 05 层「数据中心建造与运营」：卡片「CoreWeave」",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-coreweave"
    }
   ]
  }
 ],
 "in": [
  {
   "type": "invested_in",
   "sentence": "NVIDIA投资CoreWeave",
   "direction": "in",
   "id": "org:nvidia",
   "name": "NVIDIA",
   "since": "2026-01",
   "note": "2026-01 再投 20 亿美元；Schedule 13G/A 披露持有 47,213,353 股 A 类股，占 A 类股 11.5%（被动投资，不控制）",
   "status": "agent",
   "evidence": [
    {
     "kind": "filing",
     "label": "监管 / 法律文件",
     "text": "NVIDIA 的 Schedule 13G/A：持有 CoreWeave 11.5% 的 A 类股",
     "url": "https://www.stocktitan.net/sec-filings/CRWV/schedule-13g-a-core-weave-inc-amended-passive-investment-disclosure-6a00724c61b4.html"
    },
    {
     "kind": "media",
     "label": "媒体报道",
     "text": "Yahoo Finance 2026-01：NVIDIA 向 CoreWeave 投资 20 亿美元",
     "url": "https://finance.yahoo.com/news/nvidia-invests-2-billion-coreweave-130850099.html"
    },
    {
     "kind": "own",
     "label": "本站页面",
     "text": "本站 Landscape「AI 算力产业链」卡片「CoreWeave」：纯血Neocloud，NVIDIA持股约11-13%",
     "url": "https://xiaopingfeng.com/landscape/compute-industry/#player-coreweave"
    }
   ]
  }
 ]
}