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Rittenhouse Research

Rittenhouse Research

@RHouseResearch

Software, digital infrastructure, fintech, crypto.

InfrastructureAI10,000 followers on X

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Filtered: Fundamental · last 90d

Rittenhouse Research
Rittenhouse Research@RHouseResearch·11d

CoreWeave's $6B Jane Street contract is the largest-ever AI cloud deal with a non-AI-lab customer — validates Rittenhouse's February thesis that CRWV's long-term success depends on diversifying beyond hyperscalers and AI labs toward enterprises. Analog: AWS's early cloud-native-startup focus before enterprise proliferation. Signal for $NBIS too, which has been emphasizing the same enterprise pivot.