Wednesday, November 12, 2025 -Shares of CoreWeave, the cloud computing firm backed by Nvidia, tumbled after the company announced delays in the rollout of a major data center project, forcing a cut to its annual revenue forecast.
The setback raises concerns about the pace of expansion in one of the AI industry’s fastest-growing infrastructure providers.
CoreWeave said supply chain bottlenecks and construction setbacks had slowed progress on several key facilities. The delays will push expected capacity increases into next year, reducing projected revenue for the current fiscal period.
Investors reacted sharply, with the company’s stock sliding amid broader market volatility in AI-related tech.
Despite the near-term challenges, CoreWeave emphasized that demand for its GPU-powered cloud services remains strong, buoyed by ongoing partnerships with Nvidia and other AI firms.
Analysts say the delay may prove temporary, but warn that continued infrastructure setbacks could hinder CoreWeave’s ability to keep pace in the rapidly evolving AI compute market.
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