CoreWeave's Backlog Hit $129 Billion in Six Weeks — the AI Infrastructure Trade's Loudest Answer Yet
CoreWeave's Q2 backlog jumped from $104 billion to roughly $129 billion in under six weeks, and shares rallied after hours as Super Micro and Lumentum reported strong AI infrastructure demand on the same night. A deep dive on the numbers, the bull/bear debate, and what to watch next.