CoreWeave Is A Bold AI Infrastructure Play
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Kennedy Njagi1.29K FollowersFollow5ShareSavePlay(13min)CommentsSummaryCoreWeave, Inc. is a unique AI infrastructure provider, purpose-built to meet surging demand for cutting-edge GPU compute capacity.CRWV reported Q3 2025 revenue of $1.4Bn (up 134% YoY) and a record $55.6Bn backlog, nearly doubling sequentially and providing multi-year growth visibility.Customer concentration risk is declining, with no client now exceeding 35% of backlog, and large-scale enterprise adoption is still in early stages.Strategic alignment with Nvidia and accelerating capital expenditures position CRWV for continued hypergrowth, justifying a Buy rating despite premium valuation. MilanMaksovic/iStock via Getty Images Investment Thesis CoreWeave, Inc. (CRWV) remains one of my best ways to define the AI infrastructure boom. I first initiated a Buy rating on CRWV primarily because the company sits at the intersectionThis article was written byKennedy Njagi1.29K FollowersFollowKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.The Curious Analyst is an associate of Kennedy NjagiAnalyst’s Disclosure:I/we have a beneficial long position in the shares of CRWV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.