
Investors in the AI infrastructure space are suddenly seeing CoreWeave Inc (NASDAQ:CRWV) not just as a vendor, but as a critical engine powering some of the world's most ambitious AI projects.
From ~470MW of active AI power in second quarter to a projected 900MW by year-end 2025, the company is effectively doubling its footprint while signing incremental expansion deals with Microsoft Corp (NASDAQ:MSFT) and Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google.