CoreWeave, Inc. (CRWV) has projected 2025 revenues between $4.9 billion and $5.1 billion, driven by increased demand for AI infrastructure. Key contracts, including a $11.9 billion agreement with OpenAI and a $4 billion expansion with another major client, are enhancing revenue visibility. The company operates a cloud platform optimized for generative AI, supported by 33 data centers and 420 megawatts of active power.
In addition to CoreWeave, Nebius Group N.V. (NBIS) expects an annualized run-rate revenue of $750 million to $1 billion for 2025, with a first-quarter ARR leap of 700%. Meanwhile, Microsoft Corporation (MSFT) forecasts Intelligent Cloud revenues between $28.75 billion and $29.05 billion for Q4 2025, indicating significant growth in its Azure and enterprise services.
Year-to-date, CRWV shares have risen 120.8%, notably outperforming the Internet Software industry growth of 4.1%.
