# David Tepper

Type: Person

Source: SaaS Intelligence Brief — https://getsaasbrief.com/entity/david-tepper
Canonical HTML page: https://getsaasbrief.com/entity/david-tepper

## Timeline

- **2026-08-21**: The Motley Fool reports the trade — Coverage highlights Tepper's paired bet on a debt-laden neocloud and an emerging hyperscaler rival.
- **2026-08-14**: Appaloosa files 13F — Appaloosa Management discloses a new 1,078,248-share position in CoreWeave and an increased stake in Meta Platforms.
- **2026-07**: Additional $25B commitments signed — CoreWeave signed new customer commitments of $25 billion after quarter end, not reflected in the $104 billion backlog.
- **2026-06-30**: CoreWeave Q2 ends with $104B backlog — Backlog grew more than 246% year over year, excluding commitments signed shortly after the quarter ended.

## Recent coverage (1 stories)

### Tepper Buys 1.07M CoreWeave Shares as AI Neocloud Backlog Hits $104B
2026-08-22 02:06:31 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

For SaaS and cloud operators, Appaloosa's CoreWeave stake signals intensifying demand for specialized AI compute capacity. A 246% backlog surge to $104 billion underscores how GPU-constrained infrastructure is reshaping cloud economics.
Full story: https://getsaasbrief.com/story/tepper-coreweave-saas-ai-infrastructure-backlog

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