By Renato Neves, CFA
Publication Date: 2026-09-30 14:47:00
This article first appeared on GuruFocus.
CoreWeave (NASDAQ:CRWV) unveiled a batch of products and customer wins at its Fully Connected conference, led by the availability of Nvidia’s (NASDAQ:NVDA) Vera Rubin NVL72 systems, with coding-agent developer Cognition the first customer anywhere running production workloads on them. CoreWeave shares rose 2.49% at the open.
Cognition, which stood up its Vera Rubin cluster in early September, measured up to 4.8 times more total token throughput on its inference workloads than on a GB200 NVL72 baseline, and a 3.8-fold gain in output throughput for reinforcement learning, according to its own benchmarks. CoreWeave also said it will offer Nvidia’s Vera CPU, designed for AI agents, with a single rack holding 128 CPUs and room for more than 11,000 concurrent agent environments.
On the software side, CoreWeave launched Forge, a development layer that ties training, inference, evaluation and agent tools into one environment, offered in Free, Pro and Enterprise editions, with MasterClass and Canva among its early users. It also signed healthcare providerEnnoble Care, which serves about 50,000 Medicare patients across 15 states, as an inference customer, and launched a partner network that includes CrowdStrike (NASDAQ:CRWD) and VAST Data. None of the announcements included financial terms.
