5 Reasons Why the AI Hyperscaler Could Now Take Off
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The AI hyperscaler CoreWeave (CRWV) is, for several reasons, an interesting short-term long opportunity for me: Oracle has already highlighted the high demand for computing power. CoreWeave was the first provider to introduce the NVIDIA GB200 NVL72 systems on a large scale for customers and currently delivers 470 MW across 33 data centers, with plans to increase this to over 900 MW by the end of the year. 2.2 GW of future power capacity is contractually secured for expansion. Deutsche Bank declared a "short-term buy idea" on September 15 and...
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