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Chicago News: CoreWeave vs Nvidia
On June 25, 2025, Zacks Investment Research highlighted the contrasting trajectories of CoreWeave (CRWV) and Nvidia (NVDA) in the AI sector. CoreWeave’s stock has surged over 300% since its IPO in late March, trading at over $170, surpassing Nvidia’s current share price of approximately $146. Nvidia and CoreWeave have established a partnership that positions CoreWeave as Nvidia’s leading GPU cloud partner, with significant clients including OpenAI and Microsoft, the latter contributing 62% of CoreWeave’s revenue in 2024.
CoreWeave’s sales are projected to grow 164% in 2025, reaching $5.02 billion, while Nvidia’s sales, which have already risen 680% over five years, are expected to jump 51% in 2026 to $247.24 billion. However, concerns arise as CoreWeave faces downgrades in earnings estimates, projecting a loss of -$1.30 per share for FY25, contrasting sharply with Nvidia’s rising earnings forecasts, which predict a 42% increase in FY26.
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