Operating margin improvement on recent AI data-center deals
Company: CoreWeave
The claim, verbatim
CoreWeave added 5% to 10% operating margin to more recent AI data-center deals
Source (primary)
CoreWeave CEO Says ‘Deal Economics Are Excellent’ With AI Pricing Outpacing Input Costs - Stocktwits (-, news_article)
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Quote: “We talked about how they've improved recently as we've added between 5% and 10% of operating margin to more recent deals”
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Additional evidence
confirms CoreWeave CEO Says ‘Deal Economics Are Excellent’ With AI Pricing Outpacing Input Costs - Stocktwits
Quote: “We talked about how they've improved recently as we've added between 5% and 10% of operating margin to more recent deals”