Veytics Intelligence
2026-09-19 · Yahoo

The Unexpected Rival Threatening to Shake Up CoreWeave's Market

CoreWeave (NASDAQ: CRWV) generated incredible excitement when it went public in March 2025. Shares soared from their initial public offering (IPO) price of $40 to over $180 per share within just a few months. That was because the company had been building out compute capacity to support cloud services requiring significant processing power for several years. That's exactly what artificial intelligence (AI) labs need, and CoreWeave continues to expand its AI infrastructure. Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout.

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