CoreWeave CFO Nitin Agrawal Discusses Company's Performance at Deutsche Bank's 2025 Technology Conference

CoreWeave, Inc. (CRWV) presented at Deutsche Bank's 2025 Technology Conference, with CFO Nitin Agrawal discussing the company's AI technology and its relevance across various sectors of tech. Agrawal emphasized the company's excitement to be at the conference, and the session was focused on a fireside chat format with questions from Brad Alan Zelnick, Deutsche Bank's software equity research analyst.

CoreWeave, Inc. (CRWV) presented at Deutsche Bank's 2025 Technology Conference, with CFO Nitin Agrawal discussing the company's AI technology and its relevance across various sectors of tech. Agrawal emphasized the company's excitement to be at the conference, and the session was focused on a fireside chat format with questions from Brad Alan Zelnick, Deutsche Bank's software equity research analyst.

Agrawal highlighted CoreWeave's strategic position in the AI cloud infrastructure market, which is experiencing a seismic shift driven by insatiable demand for GPU-powered compute resources. The company reported a 207% year-over-year (YoY) revenue growth to $1.21 billion in Q2 2025, driven by large-scale AI lab contracts and a $4 billion expansion deal with OpenAI [1]. CoreWeave has diversified its client base by adding Google Cloud and acquiring Core Scientific, a company with 1.2 GW of power capacity, to scale its infrastructure [1].

Despite its hypergrowth, CoreWeave faces financial challenges. The company reported a net loss of $290.5 million in Q2 2025, driven by $1.19 billion in operating expenses tied to infrastructure expansion [1]. However, Agrawal expressed confidence in the company's ability to convert current demand into long-term cash flow, citing a $2.6 billion secured debt facility announced in July 2025 [1].

Agrawal also discussed CoreWeave's technical advantages, including its use of NVIDIA BlueField DPUs and Quantum InfiniBand networking, which ensure low-latency, high-bandwidth connectivity, and its deployment of NVIDIA GB200 NVL72 systems designed for next-generation AI models [1]. The company's acquisition of NetBox Cloud, a tool for streamlining infrastructure management, further enhances its value proposition for enterprise clients [6].

CoreWeave's ability to balance aggressive expansion with customer diversification and technical innovation makes it a compelling investment for long-term investors. The AI infrastructure boom is still in its early stages, and CoreWeave's purpose-built platform is uniquely positioned to capitalize on this trend.

References:
[1] CoreWeave Reports Strong Second Quarter 2025 Results [https://investors.coreweave.com/news/news-details/2025/CoreWeave-Reports-Strong-Second-Quarter-2025-Results/]
[6] CoreWeave: Accelerating AI Infrastructure with NetBox Cloud [https://netboxlabs.com/customer-stories/coreweave/]