CoreWeave: Billion-Dollar Contracts with OpenAI, NVIDIA and now Meta to Secure Growth. Evercore ISI Sees 40% Upside Potential.

CoreWeave (CRWV;i) remains an exciting company that benefits from the AI era. The company operates a specialized cloud platform tailored to the demands of high-performance AI, machine learning, graphics rendering, and data-intensive applications. At its core is the operation and rental of GPU and CPU computing power, supplemented by a proprietary software ecosystem that includes Kubernetes-based services and AI-optimized storage solutions.    CoreWeave continues to experience strong growth, driven by the immense and unstoppable demand for specialized...