CoreWeave is well-positioned for the AI era, with rapid data center expansion supporting strong long-term growth potential. CRWV is expected to deliver a Q3 revenue beat, continuing its streak of 10%+ revenue surprises. Valuation remains attractive, with a forward P/S ratio comparable to mature tech peers and Wall Street consensus suggesting 24% upside potential.
CoreWeave is rapidly expanding its cloud infrastructure business, securing major contracts with OpenAI, NVIDIA, and Meta, and growing its customer base across industries. CoreWeave's differentiated offerings include advanced GPU systems, Weights & Biases integration, a robust networking backbone, and new storage solutions, driving strong demand and recurring revenue potential. Financial results show explosive revenue growth and improved operating margins, but rising debt and interest expenses pose risks amid heavy capital expenditures.
The rise of the neocloud has really excited risk-taking AI investors who are comfortable with excess levels of volatility for a shot at bigger returns.
Q3 will test whether CoreWeave can sustain its rapid momentum and operational execution pace. Revenue guidance stands at $1.26–$1.30 billion, reflecting continued strong demand across AI workloads. The proposed acquisition of Core Scientific adds 1.3 GW capacity, cuts $10 billion in lease costs, and boosts efficiency through vertical integration.
CRWV???s $6B Lancaster data center marks a bold step in its AI expansion, reinforced by deep ties with OpenAI and Meta.
CoreWeave is Nvidia's largest investment. CoreWeave is providing AI-focused cloud computing infrastructure to its clients.
CoreWeave's 229.9% surge is driven by the AI wave, fueled by major OpenAI deals and NVIDIA-powered cloud expansion. However, heavy debt looms.
CoreWeave‘ (CRWV) 322% surge stems from AI demand, turning its crypto roots into a $5 billion revenue machine.
CoreWeave is evolving from an AI cloud hardware provider to a full-stack agentic infrastructure platform, targeting the AI agent revolution. CRWV's acquisition of OpenPipe and focus on reinforcement learning positions it to capture higher-margin software and orchestration revenue beyond GPU compute. Rapid sales growth, expanding backlog, and deepening customer integration support a long-term thesis of durable demand and high switching costs for CRWV.
Jim Cramer has often been seen as a figure with a “hit or miss” track record.
CNBC's Becky Quick reports on the latest news.
CoreWeave Co-Founder and CEO Mike Intrator joins 'Mad Money' host Jim Cramer to talk quarterly results, the state of play in the AI space, recent acquisitions and more.