Receipt
Filed May 4, 2026
The short version
David Levy predicted on January 6, 2025: “Welcome to the Year of the GPU Cloud IPO(s) — predicting CoreWeave's IPO and imminent valuation explosion ushering in an AI-related IPO boom.” Verdict: Called it. Called Jan 6, 2025. CoreWeave IPO'd in March 2025 and ~doubled to ~$80 by year-end; NBIS tripled; APLD/BTBT pivoted to GPU cloud branding; Lambda and Crusoe lined…
Prediction by
David Levy
On January 6, 2025
“Welcome to the Year of the GPU Cloud IPO(s) — predicting CoreWeave's IPO and imminent valuation explosion ushering in an AI-related IPO boom.”
Follow-up
Called Jan 6, 2025. CoreWeave IPO'd in March 2025 and ~doubled to ~$80 by year-end; NBIS tripled; APLD/BTBT pivoted to GPU cloud branding; Lambda and Crusoe lined up bankers. Levy's own 2026 retrospective documents the chain of confirmations.
Original source
From the Porch (Substack)Topics
From the High Caliber AI network — see the AI for PR module in the course.