“`html
CoreWeave (CRWV) and Microsoft Corporation (MSFT) are prominent players in the AI cloud infrastructure market. CoreWeave, specializing in GPU-accelerated AI services, operates 33 data centers across the U.S. and Europe, supported by 420 megawatts of power. Recent data indicates CRWV achieved revenues of $981.6 million, marking a 420% year-over-year increase, and has a backlog of $25.9 billion, including a significant $11.9 billion partnership with OpenAI.
Conversely, Microsoft, through its Azure platform, is a dominant force with investments reaching $21.4 billion in capital expenditures. The company forecasts Intelligent Cloud revenues between $28.75 billion and $29.05 billion for Q4 of fiscal 2025, with Azure anticipated to grow by 34% to 35%. In the past month, CRWV’s stock has surged 69%, while MSFT’s has increased by 8%.
Currently, MSFT has a Zacks Rank of #3 (Hold), while CRWV holds a #4 (Sell), indicating that MSFT is perceived as the stronger investment option at this time.
“`
