Ecosystem Partners Project 350% Growth, Fuel Nvidia GPU Demand
CoreWeave expects revenue to climb from $5.13 billion to $23.1 billion by 2027 while maintaining 110% year-over-year growth despite current unprofitability. Hive Digital boosted annual run-rate revenue from $20 million to $35 million with a $30 million Nvidia Blackwell GPU cluster deal, and Planet Labs posted 41% Q4 revenue growth alongside a 79% backlog increase through Nvidia collaborations.
1. CoreWeave Revenue to Quadruple by 2027
CoreWeave projects revenue growth from $5.13 billion to $23.1 billion by 2027, reflecting a 350% increase. The AI infrastructure specialist maintains a 110% year-over-year growth rate but remains unprofitable as it prioritizes scaling over earnings.
2. Hive Digital Rolls Out Blackwell GPU Cluster
Hive Digital signed a $30 million deal for a GPU cluster built on Nvidia’s Blackwell architecture, driving its ARR from $20 million to $35 million. The company also ceased Bitcoin mining in Sweden due to tax changes and secured a 5 MW lease in British Columbia, capable of generating $60 million annually.
3. Planet Labs Expands AI-Powered Partnerships
Planet Labs delivered record Q4 revenue with 41% growth and achieved breakeven adjusted EPS, while issuing guidance for 39% sales growth in 2027. Its 79% backlog increase is supported by AI solutions partnerships with Nvidia and Google, reinforcing demand for high-performance compute.