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Corweave (CRWV) reiterates that it expects margin inflection from Q2 to Q3 as recently added power is converted into GPU deployments and customer delivery; reiterated confidence that margins reach low double digits exiting the year

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Entering 2027, it expects to be in a “much stronger position” as the late-2025/early-2026 power buildout moves past the inflection point and begins contributing at scale. Memory and supply-chain inflation are seeb as manageable

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Geopolitics

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