CoreWeave, Inc. (CRWV) Is Confident About NVIDIA's AI GPU Demand, Says Jim Cramer
CoreWeave, Inc. (NASDAQ:CRWV) is an AI and cloud computing infrastructure provider. It is one of the strongest-performing stocks of 2025 as the shares have gained 226% since their IPO in March. CoreWeave, Inc. (NASDAQ:CRWV) has benefited from market optimism about AI as investors believe that the firm can benefit from sustained long-term AI demand and its early mover advantage in the AI infrastructure space. CoreWeave, Inc. (NASDAQ:CRWV) also recently announced that it would acquire Core Scientific, and Cramer commented that the deal made him optimistic about the overall dealmaking environment in America. Here are his recent remarks about CoreWeave, Inc. (NASDAQ:CRWV):
'You speak to CoreWeave, you speak to Michael Entrator, who's a terrific guy. Uh, he would say look, we can't put 'em up fast enough. And, we are, they're valuable even after they do not have the latest and greatest. People do not understand that. This is not the 386 going to the 46 going to the Pentium, you can't throw these away. They work. There's always some use for even the oldest ones. So they pay themselves back.'
In his earlier remarks, Cramer commented on CoreWeave, Inc. (NASDAQ:CRWV)'s latest deal and his meetings with management:
'Yes and they're all over me today. CoreWeave is saying that this helps them immensely in terms of the amount of power they have and it's actually a good deal for their finances. The stock's turned up, they were up big on, well CoreWeave was up big, and it's given back that. This is the kind of deal that if I were Lina Khan at the FTC, I would say wait a second, Core and Core? No. We will not let a core merge with a core. . . No I mean to being facetious, but not really, in someways because I think she would say these are two companies that could compete. Which is true. But I think that this is the kind of deal that we ought to get used to having. It's one of the things that makes me bullish. Which is that there's not any, you know you can make a deal if you think it's rational and not expect to be challenged. Now someone might say, you know Jim, that was really a cheap shot. No. The deference was cheap. The deference.
'I've got Michael Entrator. He has done a remarkable job, I don't know if people care about CoreWeave anymore, but, Michael Entrator's stock opened, it was at 40 and it went up to 156! You know, did people who buy that make money or did they just kind of say you know what, I'm glad I have my index fund but by the way, no. Ben Stoto and I were very positive on CoreWeave after meeting with the company and spending some time with them. Just very impressive people who were doubted and are doubted, there's a very big short position. But you know what, they figured they have a, when you ask NVIDIA what do you think of them, and NVIDIA bought a quarter of that IPO, NVIDIA would say great partner, great partner.
While we acknowledge the potential of CRWV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the .
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Disclosure: None. This article is originally published at Insider Monkey.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Gizmodo
42 minutes ago
- Gizmodo
The CEO of Nvidia Admits What Everybody Is Afraid of About AI
This week, Nvidia became the first company in history to be worth $4 trillion. It's a number so large it's almost meaningless, more than the entire economy of Germany or the United Kingdom. While Wall Street celebrates, the question for everyone else is simple: So what? The answer, according to Nvidia's CEO Jensen Huang, is that this is not just about stock prices. It's about a fundamental rewiring of our world. So why is this one company so important? In the simplest terms, Nvidia makes the 'brains' for artificial intelligence. Their advanced chips, known as GPUs, are the engines that power everything from ChatGPT to the complex AI models being built by Google and Microsoft. In the global gold rush for AI, Nvidia is selling all the picks and shovels, and it has made them the most powerful company on the planet. In a wide ranging interview with CNN's Fareed Zakaria, Huang, the company's leather jacket clad founder, explained what this new era of AI, powered by his chips, will mean for ordinary people. Huang didn't sugarcoat it. 'Everybody's jobs will be affected, 'Everybody's jobs will be affected. Some jobs will be lost,' he said. Some will disappear. Others will be reborn. The hope, he said, is that AI will boost productivity so dramatically that society becomes richer overall, even if the disruption is painful along the way. He admitted the stakes are high. A recent World Economic Forum survey found that 41% of employers plan to reduce their workforce by 2030 because of AI. And inside Nvidia itself, Huang said, using AI isn't just encouraged. It's mandatory. One of Huang's boldest claims is that AI's future depends on America learning to build things again. He offered surprising support for the Trump administration's push to re-industrialize the country, calling it not just a smart political move but an economic necessity. 'That passion, the skill, the craft of making things; the ability to make things is valuable for economic growth. It's valuable for a stable society with people who can create a wonderful life and a wonderful career without having to get a PhD in physics,' he said. Huang believes that onshoring manufacturing will strengthen national security, reduce reliance on foreign chipmakers like Taiwan's TSMC, and open high-paying jobs to workers without advanced degrees. This stance aligns with Trump's tariffs and 'Made in America' push, a rare moment of agreement between Big Tech and MAGA world. In perhaps his most optimistic prediction, Huang described AI's power to revolutionize medicine. He believes AI tools will speed up drug discovery, crack the code of human biology, and even help researchers cure all disease. 'Over time, we're going to have virtual assistant researchers and scientists to help us essentially cure all disease,' Huang said. AI models are already being trained on the 'language' of proteins, chemicals, and genetics. Huang says we'll soon see powerful AI partners in labs across the world. You may not see them yet, but Huang says the technology for physical, intelligent robots already works, and that we'll see them in the next three to five years. He calls them 'VLA models,' short for vision-language-action. These robots will be able to see, understand instructions, and take action in the real world. Huang didn't dodge the darker side of the AI boom. When asked about controversies like Elon Musk's chatbot Grok spreading antisemitic content, he admitted 'some harm will be done.' But he urged people to be patient as safety tools improve. He said most AI models already use other AIs to fact-check outputs, and the technology is getting better every day. His bottom line: AI will be overwhelmingly positive, even if it gets messy along the way. Jensen Huang talks about AI curing diseases and reshaping work. But here's what's left unsaid: every transformation he describes flows through Nvidia. They make the chips. They set the pace. And now, at $4 trillion, they have the leverage to steer the AI era in their favor. We've seen this playbook before. Tech giants make utopian promises, capture the infrastructure, and then decide who gets access, and at what cost. From Amazon warehouses to Facebook news feeds, the pattern is always the same: consolidation, disruption, control. The AI hype machine keeps selling inevitability. But behind the scenes, this is a story about raw power. Nvidia is becoming a gatekeeper for what's possible in science, labor, and security. And most of us didn't get a vote. Huang says harm will happen. But history tells us that when companies promise to fix the world with tech, the harm tends to land on the same people every time.
Yahoo
43 minutes ago
- Yahoo
Meta acquires voice startup Play AI
Meta has acquired Play AI, a startup that uses AI to generate human-sounding voices. A Meta spokesperson has confirmed the acquisition, according to Bloomberg, which also reports that an internal memo stated that the 'entire PlayAI team' will be joining the company next week. (TechCrunch has also reached out to Meta for confirmation.) Meta's memo reportedly said that PlayAI's 'work in creating natural voices, along with a platform for easy voice creation, is a great match for our work and road map, across AI Characters, Meta AI, Wearables and audio content creation.' The company has been making big investments in AI, including aggressive recruiting from OpenAI and a deal with Scale AI that saw the company's CEO Alexandr Wang joining Meta to lead a new group focused on superintelligence. The financial terms of the acquisition were not disclosed. Bloomberg had previously reported that the two companies were in acquisition talks. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Fox News
an hour ago
- Fox News
Extra: A Parent's Plea For AI Regulations
During the final congressional sprint on President Trump's Big Beautiful Bill, a tug-of-war emerged between state and federal efforts to regulate artificial intelligence. A House version of the bill included a moratorium on state laws regulating AI. Eventually, a Senate amendment stripped the massive bill of that provision, which was welcome news for many, including Parents for Safe Online Spaces, an organization dedicated to advocating for stronger online protections for youth. Jennie Deserio, a founding member of Parents SOS, recently joined FOX News Rundown host Lisa Brady to explain why she is grateful for the actions states have taken to address AI and hold Big Tech companies accountable for their content. She also voiced her concern that Congress has failed to act at the national level. Deserio explained how she became a passionate advocate for social media reform following the tragic suicide of her 16-year-old son, Mason. Jennie shared her son's story, explaining why she blames harmful online content for his death. We often have to cut interviews short during the week, but we thought you might like to hear the full interview. Today on Fox News Rundown Extra, we will share our entire interview with Jennie Deserio, allowing you to hear even more of her story and her thoughts on addressing the dangers of social media. Learn more about your ad choices. Visit
