The Nvidia-backed company's margins are pressured by soaring ‌infrastructure expenses, rising AI chip prices and intensifying competition for computing power, weighing on profitability. CoreWeave said it faced delays with a key data center partner, but that the impacted customer had agreed to ⁠extend the contract, keeping ‌the deal's total value intact. "The quarter revealed something that investors ‍have feared for a while - operational risk," analysts at Barclays said."This is the first time for the young AI infrastructure industry ​that this has come up and will likely remind investors that these ‌large scale AI data centers are not easy engineering projects."