Macroplane › Investment Theses › $CRWV — Largest pure AI-cloud at scale

$CRWV — Largest pure AI-cloud at scale

**Bottleneck theme:** AI Cloud / Neoclouds **Focus:** $CRWV — CoreWeave, Inc. Largest pure AI-cloud at scale. $66.8B Q4 25 backlog, ~3.1 GW contracted power.

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