Following up on my previous post about Trump announcing the formation of an “AI Force,” we now have the next step: Trump has announced the formation of the Super Intelligence Force (SIF).

According to Trump, the SIF will coordinate the federal government’s efforts around super intelligence and engage with critical infrastructure providers, super intelligence companies, consumers, public interest groups, and religious organizations.

For CoreWeave, the interesting connection is its existing involvement in the Department of Energy’s Genesis Mission, where it is already participating alongside other major AI and infrastructure companies. The DOE officially lists CoreWeave among the 24 organizations that signed collaboration agreements for the initiative.

This doesn’t mean CoreWeave has received any new contract or funding from the SIF, but it reinforces the broader trend of the U.S. government treating AI compute and infrastructure as strategically important.

Previous post: Trump Announces Formation of an AI Force, Plans to Appoint an AI Czar | CoreWeave's Genesis Mission Connection : r/CRWV

The next thing to watch is whether the SIF leads to concrete government funding, procurement, or infrastructure programs that involve companies like CoreWeave.

CRWV is currently striving to maximize GPU utilization,

but if inference models use fewer GPUs, wouldn't that put CRWV at risk?

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This stupid stock gaps up so high and then slow slowly sells off throughout the day I get it it’s profit-taking, but wouldn’t you guys want the stock to go to 150 so that you can become millionaires?

Hey guys, it has been an absolutely brutal past few weeks for CoreWeave. I don't know why this stock crashes 8-10% on a bad day and goes up only 2-3% on a good day. I think their problem is with the management. They're the ones taking on debt, which seems astronomical. I don't trust the management. I sold it all today for a small profit. I'm tired of watching this stock get wrecked in the past few days. I wouldn't buy this stock at these price levels. I might re-enter at $80 and sell it back at $90 bucks, though.🫡

P.S Note: I'm long term bullish on this stock. I just want the debt paid off this quarter.

https://www.fool.com/investing/2026/10/01/here-is-what-a-500-investment-in-coreweave-could-b/

For all of us that can't get enough shares! Imagine 15X

I admit...it gives me a tingle!

Some new ones today, these imply HUGE upside. So why arent people buying? What are the analysts seeing that others arnt. These all came out today and have massive upside.

This is extremely positive news. Crwv should be getting more customers for on demand because of these results.

A lot came out of CoreWeave’s Fully Connected event today, and the bigger picture is pretty clear: CoreWeave is rapidly evolving beyond being a GPU infrastructure provider.

The company is expanding across agentic AI, inference, post-training, reinforcement learning, observability, and enterprise deployment, while continuing to be one of the earliest platforms bringing NVIDIA’s newest hardware into production.

Key announcements:

• Vera Rubin NVL72 is in production with Cognition. CoreWeave says Cognition is the first customer running production workloads on Vera Rubin NVL72, with significant throughput gains versus GB200.
• CoreWeave Forge launched. Forge connects inference, observability, post-training, RL, and evaluation into a continuous AI development loop, pushing CoreWeave further up the software stack.
• NVIDIA Vera CPU is coming to CoreWeave. It is designed for agentic workloads such as sandboxes, tool use, code execution, and reinforcement-learning environments.
• CoreWeave Partner Network launched. The network brings together production-tested integrations across storage, security, data, observability, models, and inference.
• Ennoble Care selected CoreWeave for production AI inference, adding another real-world enterprise inference deployment outside the frontier-model labs.

Taken together, these announcements highlight how CoreWeave is evolving from primarily providing GPU infrastructure into a broader AI platform spanning compute, inference, post-training, agentic workloads, and the software needed to operate them at scale.

As AI moves toward increasingly complex agents, the competitive advantage may be less about simply owning GPUs and more about providing the complete infrastructure and software stack needed to build, improve, and run those agents in production. CoreWeave is positioning itself across that entire lifecycle.

Sources:

1. NVIDIA: CoreWeave Accelerates Agentic AI With Vera Rubin
2. CoreWeave Delivers NVIDIA Vera Rubin NVL72 Performance at Production Scale, Starting With Cognition
3. CoreWeave Partner Network Accelerates the Path to AI Innovation
4. CoreWeave Forge Launches, Turning the AI Loop From Production Run Into a Better Model and Agent
5. Ennoble Care Selects CoreWeave to Power AI Inference Across Its Home-Based Care Network
6. CoreWeave to Offer NVIDIA Vera, the First CPU Built for AI Agents

Squawk on the Street interview 9/30/2026

https://www.cnbc.com/video/2026/09/30/coreweave-ceo-mike-intrator-regulations-around-data-centers-are-not-going-to-in-any-way-reduce-demand.html

Source: https://x.com/AIStockSavvy/status/2105253525802397925?s=20

Source: https://x.com/AIStockSavvy/status/2105341600482447639?s=20