$CRWV May Be Following the AWS Playbook With Higher-Margin Services

CoreWeave's real growth story may extend beyond renting compute to building higher-margin services on top of it. The company's managed inference offering grew from $1 million to $150 million in run-rate revenue in a single quarter, with the company projecting it could reach $250 million by year-end.
The model draws comparisons to $AMZN's AWS, which started with storage and compute before building a much stickier, higher-margin platform.