The financing crisis surrounding CoreWeave has put significant pressure on the company’s stock price. Amid investor concerns about financial obligations, the cloud provider’s shares have fallen more than 8%. The problem is that Blue Owl Capital, a key partner in data center development, did not fulfill its promise to allocate $4 billion for a major infrastructure expansion project.
Despite the negative outlook on financing, CoreWeave’s management remains confident. According to NS3.AI, the company’s CEO stated that the data center will receive the necessary funding and the project will be completed on schedule. However, Blue Owl’s final investment strategy remains unclear, creating uncertainty in the market.
However, over the annual horizon, the situation looks more optimistic. Despite recent shocks, CoreWeave’s shares are projected to grow by 23% in 2026, reflecting the company’s strategic importance to the tech sector. Strengthening positions is supported by key industry partnerships, including Nvidia’s 7% stake, which confirms the long-term prospects of cloud infrastructure.
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CoreWeave loses ground amid uncertainty with Blue Owl Capital
The financing crisis surrounding CoreWeave has put significant pressure on the company’s stock price. Amid investor concerns about financial obligations, the cloud provider’s shares have fallen more than 8%. The problem is that Blue Owl Capital, a key partner in data center development, did not fulfill its promise to allocate $4 billion for a major infrastructure expansion project.
Despite the negative outlook on financing, CoreWeave’s management remains confident. According to NS3.AI, the company’s CEO stated that the data center will receive the necessary funding and the project will be completed on schedule. However, Blue Owl’s final investment strategy remains unclear, creating uncertainty in the market.
However, over the annual horizon, the situation looks more optimistic. Despite recent shocks, CoreWeave’s shares are projected to grow by 23% in 2026, reflecting the company’s strategic importance to the tech sector. Strengthening positions is supported by key industry partnerships, including Nvidia’s 7% stake, which confirms the long-term prospects of cloud infrastructure.