Designs the GPUs and the CUDA software that train and run most of the world's AI models, plus the networking and systems behind AI data centers.
| Indicator | Score | Band |
|---|---|---|
| Depreciation Integrity | 65 | AMBER–RED (~60–70) |
| Capex-vs-Demand Gap | 80 | RED (~75–85) |
| Insider-Selling Intensity | 46 | AMBER (~42–50) |
| Financing Opacity / Circular Leverage | 83 | RED (~78–88) |
| Energy & Diminishing Returns | 50 | AMBER (~45–55) |
| Organic End-User Demand | 66 | RED–AMBER (~60–72) |
Q. Nvidia is simultaneously the supplier, the equity holder, the customer, and the backstop for CoreWeave. How is that not a closed financing loop?
A. Per CoreWeave's S-1 filed March 3, 2025, Nvidia holds a beneficial ownership stake of more than 5% at IPO. Through 2024, Nvidia paid CoreWeave approximately $320M as a customer. Nvidia is also contractually obligated as a buyer of last resort for unsold capacity through 2032, with an initial backstop obligation of approximately $6.3B. That is four simultaneous roles — supplier, shareholder, custom
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
Watching: Depreciation integrity, Capex vs demand, Circular financing, Organic demand before the print.
Earnings window. no dated next-print for this firm in the calendar yet — the 59-of-68 coverage gap.
Score 30.0/100 from the engine.
No discretionary (no-plan) open-market selling on the recent record — plan sales, gifts and awards stated as what they are.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Coxe Tench | Director | 2026-08-05 | Gift | — | 10b5-1 |
| Coxe Tench | Director | 2026-07-01 | Gift | — | 10b5-1 |
| Stevens Mark A | Director | 2026-06-25 | Award | — | — |
| Shah Aarti S. | Director | 2026-06-25 | Award | — | — |
| Seawell A Brooke | Director | 2026-06-25 | Award | — | — |
| Neal Stephen C | Director | 2026-06-25 | Award | — | — |
| Lora Melissa | Director | 2026-06-25 | Award | — | — |
| Jones Harvey C | Director | 2026-06-25 | Award | — | — |
| Hudson Dawn E | Director | 2026-06-25 | Award | — | — |
| Dabiri John | Director | 2026-06-25 | Award | — | — |
EDGAR Form 4, parsed structured · last 10 txns · asof 2026-08-08 · refreshes off the Form-4 event class
Pending analysis. not yet determined — on the follow-up ledger as of 2026-07-13. A dated commitment, not an apology.
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.