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The global AI infrastructure market is projected to grow from $60.23 billion in 2025 to $499.33 billion by 2034, reflecting a compound annual growth rate (CAGR) of 26.6%, according to Precedence Research. This surge is being driven by increasing demand for AI across various industries.
CoreWeave (CRWV) has raised its 2025 revenue outlook to $5.15–$5.35 billion, up from $4.9–$5.1 billion, due to strong customer demand and rapid data center expansion. It recently secured major agreements, including a $6.5 billion deal with OpenAI and a $14.2 billion agreement with Meta Platforms. Microsoft Corporation (MSFT) reports a fiscal Q1 2026 revenue of $77.7 billion, marking an 18% year-over-year increase, while planning a significant 80% boost to its AI capacity this year.
CoreWeave has seen its stock skyrocket 195.7% in the past six months, while Microsoft is up 23.6%. CoreWeave holds a Zacks Rank #2 (Buy), compared to Microsoft’s Zacks Rank #3 (Hold), indicating CRWV may be considered the better investment currently.
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