coreweave helios

coreweave - 4.0 km2 window
262 MW253K H100-eq$189M/MW$81B/km2+0.02 km2/mocircular
buys fromNVIDIA, VAST Data
sells toMeta, Microsoft, NVIDIA +1
capitalbacked by BlackRock, Carlyle Group, Coatue +4
last event2026-10-14 - The neocloud debt repricing (Oct 14 2026): CoreWeave stock -15.5% while its bond yields blew out - the 9.625% 2032 at 14.8% YTM...

Observation series

SCENEBUILTAREAMETHOD
2024-10-230.7%0.03 km2satellite 2x
2026-10-0812.3%0.49 km2satellite 2x

From orbit

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baseline
latest scene
latest

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