CryptoUpdated November 9

AI-infrastructure earnings put delivery and financing in focus

The reports offer a way to look past headline growth and ask whether AI demand is turning into delivered capacity—and what it costs. CoreWeave’s Q3 earnings call is Tuesday; in Q2, revenue rose 112% to $2.575 billion, alongside a $626 million net loss and $640 million in net interest expense. Its roughly $104 billion backlog points to demand, not profitability, leaving capacity deliveries and backlog conversion in focus. Applied Materials and Cisco have earnings calls Thursday. Applied Materials’ revenue grew 25% to $9.12 billion and it guided for about $10.25 billion this quarter. Cisco reported $4 billion in quarterly AI-infrastructure orders; $7.5 billion in related revenue is expected for fiscal 2027.

2 publishers2 reports

Coverage started November 9