On 11 November 2025, CoreWeave, an AI-cloud infrastructure firm backed by NVIDIA Corporation, saw its shares drop about 10% after the company cut its annual revenue forecast due to delays in a major data-centre build-out. The announcement underlined operational risks for high-growth AI infrastructure firms, even amid strong demand for GPUs and data-hosting services. Analysts said the move may trigger a reassessment of margins and execution timelines across the AI hardware ecosystem.