The Next Nvidia Why This AI Cloud Stock Could Be a Monster

Описание: ☁️ While everyone was watching Nvidia, this AI cloud stock quietly built a $59B empire. CoreWeave ($CRWV) is the leading "neocloud" provider, specializing in GPU-as-a-service for the AI boom, and its deep, symbiotic relationship with Nvidia is unlocking insane growth.

This video breaks down why CoreWeave is a unique play on the AI infrastructure boom. We'll dive into its new $6.3 billion deal with Nvidia, its explosive financials (Q2 revenue up 207% YoY), and why it might be the most strategically positioned company behind the AI revolution.

🚀 Key Points Covered:
✔️ The Neocloud Niche: How CoreWeave dominates the specialized market for GPU-as-a-Service (GPUaaS) and AI-as-a-Service (AIaaS).
✔️ The Nvidia Lifeline: Why Nvidia owns a 5% stake and gives CoreWeave early access to its most powerful chips. The new $6.3B capacity deal guarantees revenue through 2032.
✔️ Explosive Growth: $1.21B in Q2 revenue, a $30.1B backlog (RPO), and a massive new $4B deal with OpenAI on top of an existing $11.9B contract.
✔️ The Valuation: After a 35% pullback, the stock trades at 13x sales. Is this a bargain for a company with this growth and these partners?

#AIStocks #Investing #Nvidia #CloudComputing #StockMarket

Disclaimer: This video is for informational and educational purposes only. It is not financial advice. Please do your own research before making any investment decisions.

💬 Is CoreWeave the next essential AI infrastructure stock, or is it too dependent on Nvidia? Let us know your take in the comments!

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Disclaimers:
Past Performance Is Not indicative of Future Results: There are no guarantees that it will continue to perform similarly in the future. Market conditions, economic factors, and company-specific risks can all impact returns.
Not Financial Advice: This content is for informational purposes only and should not be construed as personalized investment advice. Always consult with a licensed financial advisor before making investment decisions.