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Shares of CoreWeave, Inc. tumble 10% after data-centre delay hits outlook
CoreWeave shares fall 10% after AI data-centre delays raise concerns on execution risk in the hardware ecosystem.
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.