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CoreWeave, a former crypto mining company, pivoted to AI infrastructure in 2019 and has since become a crucial provider of cloud computing for large language models. The company is set to report its Q3 earnings on November 10th, with Wall Street expecting revenue of $1.28B and EPS of $-0.39. The sustainability of massive CAPEX AI spending is a concern, with OpenAI and Meta Platforms recently securing significant private financing for data center investments.

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