Coreweave: A Cloud Leader Poised for Massive Upside

2 months ago

Alex

"Cororeweave is a cloud computing company that provides infrastructure for AI workloads, which means cutting edge GPU clusters, high bandwidth networking, and high performance data storage. What I really like about Coreweave is they get priority access to Nvidia's latest data center infrastructure. Not just the latest GPUs, but the CPUs, the data processing units or DPUs, the latest generation of NVLink switch chips, and all the networking equipment to connect them all for AI at massive scales. On top of that, Coreweave is Nvidia's biggest public investment by far, representing around 90% of their public portfolio. Thanks to their insane year-over-year revenue growth of 27%, discounted cash flow models calculate Coreweave's fair value to be over $400 per share, which would be around a 300% upside from today's prices."

The speaker identifies Coreweave as a standout investment in the AI infrastructure space due to its exclusive access to Nvidia's latest technology and strong revenue growth. With a calculated fair value suggesting a 300% upside, Coreweave is positioned as an obvious long-term play for the AI era.

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