NVDA or CRWV: Investor Debate Over Top AI Infrastructure Play
Nvidia maintains its stranglehold on AI chip production with 90% market share in data-center GPUs, fueling a 1,400% stock surge over three years. The company's H100 and next-generation chips remain the Gold standard for AI training workloads.
CoreWeave emerges as a disruptive force, leveraging Nvidia hardware to provide cloud-based GPU rentals. Its revenue skyrocketed 204% quarter-over-quarter to $1.2 billion in Q2 2025, supported by a staggering $30.1 billion backlog. The hyperscale computing provider's public debut marked one of 2025's most successful IPOs.