CoreWeave recently entered a strategic, multi-year collaboration with Perplexity to enhance its inference workloads. Nvidia made another big investment in cloud AI infrastructure this week.
CoreWeave and Alphabet are racing to dominate AI infrastructure, each with unique strategies, risks and growth prospects.
Investors will be closely watching CoreWeave (CRWV) shares that slipped Monday, after the Nvidia (NVDA) partner said it will acquire Core Scientific (CORZ) in an all-stock deal for around $9 billion.