Nvidia (NASDAQ: NVDA) and CoreWeave (NASDAQ: CRWV) are key players in the growing artificial intelligence (AI) infrastructure, with CoreWeave shares soaring approximately 185% over the past month and roughly 270% since its IPO in late March. In the same period, Nvidia’s stock has risen 24%. CoreWeave, known for providing scalable cloud services and leasing data center space, recently secured a 15-year lease agreement for 250 megawatts (MW) of power at a North Dakota facility.
Despite recent growth slowing down to 10% in Nvidia’s data center revenue for the most recent fiscal quarter, year-over-year results showed a 73% increase. Nvidia continues to expand its ecosystem through AI processors, with broad industry applications including partnerships with major customers like Nintendo. CoreWeave is also spending heavily on growth, with $5.4 billion in liquidity as of March 31 and plans for additional capital investment, but it faces risks related to customer concentration, as Microsoft accounted for nearly two-thirds of its revenue last year.
While CoreWeave may present high-risk positions, Nvidia’s established profitability and diversified portfolio suggest it remains a stronger investment option in the AI sector.
