CoreWeave (i) – NVIDIA's 2 Billion Bet on the AI Cloud Champion Could Pay Off!
NVIDIA's $2 billion investment not only provides CoreWeave with capital but also exclusive access to the next chip generation – a crucial competitive advantage!
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I see CoreWeave (i) as one of the most exciting bets in the AI infrastructure sector, even though the story is not without risks. NVIDIA's massive increase of $2 billion to $87.20 per share is a clear signal for me: a strategic partner for the next generation of AI data centers is emerging here. Particularly interesting is the early access to NVIDIA's upcoming Rubin platform – this gives CoreWeave a technological edge over other Neocloud providers. With a goal of 5 gigawatts of capacity by 2030, the company is positioning itself right in the...
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