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Analyst Bullish on CoreWeave Stock as AI Infrastructure Play
Analyst Bullish on CoreWeave Stock as AI Infrastructure Play
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BTCCSquare news:
Cantor analyst Thomas Blakely recommends loading up on CoreWeave shares, citing the company's strategic pivot from cryptocurrency mining to becoming a critical AI infrastructure provider. The firm's 33 data centers and partnerships with OpenAI, Meta, and IBM—coupled with Nvidia's 5% stake—position it as a key enabler of the AI revolution.
CoreWeave's GPU optimization capabilities have created what Blakely describes as a 'wide and DEEP moat,' extending beyond hardware rentals into strategic collaborations. The company's March IPO has drawn attention as a novel way to gain exposure to AI growth, with its infrastructure advantages resonating across enterprise clients.
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