AI Computing Power: CoreWeave vs. Nvidia for Long-Term Growth

Nvidia and CoreWeave are both benefiting from the growing demand for AI computing power. Nvidia anticipates a need for AI factories to deliver processing power for AI at scale, while CoreWeave's revenue rose 420% year-over-year in Q1, driven by insatiable customer demand for AI infrastructure. Nvidia's revenue grew 114% to a record $130.5 billion in fiscal 2025, and the company expects continued sales growth in fiscal Q2. CoreWeave relies on Nvidia's GPUs to deliver state-of-the-art cloud infrastructure for AI systems.

Nvidia and CoreWeave are both reaping the benefits of the burgeoning demand for AI computing power. Nvidia, the world's largest tech company by market value, has seen its revenue grow by 114% to a record $130.5 billion in fiscal 2025, driven by its dominance in artificial intelligence. The company anticipates continued sales growth in fiscal Q2, fueled by its strong position in the AI sector [1].

CoreWeave, a cloud platform provider, has experienced remarkable growth, with its revenue rising by 420% year-over-year in Q1. This surge is attributed to the insatiable customer demand for AI infrastructure. CoreWeave's success is closely linked to Nvidia's GPUs, which it relies on to deliver state-of-the-art cloud infrastructure for AI systems [2].

Nvidia's journey to becoming the world's largest company is underpinned by several key factors. The company's market share in AI-driven data center GPUs stands at 92% as of Q1 2025, reflecting its unrivaled position in the market. This dominance is supported by a robust ecosystem of hardware and software solutions. Nvidia's ability to process trillion-parameter models in real-time makes it indispensable for next-gen AI projects [1].

CoreWeave's acquisition of Core Scientific, a leader in data center infrastructure for AI computing and cryptocurrency mining, is expected to further bolster its growth. The acquisition will provide CoreWeave with access to additional power capacity, removing potential roadblocks to its expansion. This move is anticipated to generate significant cost savings and revenue growth for CoreWeave [2].

Despite facing challenges such as geopolitical risks and supply chain constraints, Nvidia's long-term prospects remain promising. The company's $1 trillion data center CapEx forecast by 2028, combined with its strong software monetization potential, positions it as a core holding for investors betting on AI's structural growth [1].

In conclusion, both Nvidia and CoreWeave are well-positioned to capitalize on the growing demand for AI computing power. Their strategic focus on innovation and their leadership in the AI space make them strong contenders for continued market value growth.

References:
[1] https://www.ainvest.com/news/nvidia-path-5-trillion-tech-giant-reach-heights-2507/
[2] https://www.foxbusiness.com/video/6375709405112
[3] https://www.fool.com/investing/2025/07/19/where-will-coreweave-be-in-1-year/