What are the core advantages of Coreweave? I have been thinking and sorting out this issue recently, and there should be several aspects: 1. GPU driven cloud service providers that focus on AI training and inference, unlike other cloud vendors that are as large and comprehensive. Support GPU computing, CPU computing, storage (CAIOS AI object storage), network services, and even bare metal services. Compared to other vendors, he is more professional and faster in AI cloud service capabilities. I saw a customer saying that Coreweave's GPU starts faster than AWS. 2. The construction of data centers is a very professional task: involving site selection, power supply, data center construction, cooling systems, and more importantly, obtaining GPUs. Coreweave has a close relationship with Nvidia, which is its sixth largest shareholder. Currently, Coreweave has 25 cards, and the number will increase in the future. 3. The advantage of scale brings cost and price advantages. Considering that Coreweave's computational cost is about 70% of AWS, it naturally provides customers with more flexible and attractive prices. 4. Based on this, Coreweave's unfulfilled cumulative order size has reached $25.9 billion, including remaining performance obligations of $14.7 billion and reserved capacity of $11.2 billion. Why watch Coreweave? As we have previously discussed, AI iteration is accelerating and driving many industries and technologies to evolve rapidly based on AI. The demand for tokens will continue to increase in the future, and there will be a huge gap in the demand for fast and low-cost computing power in the coming years. Who can make up for this important position in AI infrastructure and be able to hold the ecological position in the industry chain is crucial. The focus now is on timing: the future space is enormous. But it should also be noted that the unlocked shares of CoreWeave will be unlocked at the end of September (when the IPO reaches 6 months). Potential of US stock market