Skip to content

Prediction: 1 Artificial intelligence (AI) shares to buy before it increases 100% the following year (hint: not Palantir)

    • Corweave shares have been tripled since the company held its first public offer in March 2025.

    • Research company Semianalysis recently recognized Corweave as the best GPU cloud on the market.

    • The turnover of CoreWeave increased by 420% in the first quarter and that momentum could help the share in the following year to double.

    • 10 shares that we like more than CoreWeave ›

    Palantir Technologies (Nasdaq: PLTR) Has been an incredible investment during the boom of Artificial Intelligence (AI). The share has improved 1,900% since January 2023. But CoreWeave (Nasdaq: CRWV) Could be the next big winner while the AI ​​tree continues to unfold.

    The company held its first public offer two months ago and the share price has already tripled, but I think CoreWeave shares can double again the following year. This is why.

    An artificial intelligence chip illuminated in gold.
    Image source: Getty images.

    CoreWeave offers cloud infrastructure and software services. The platform (called a GPU cloud) is specially built for the demand of workloads such as artificial intelligence (AI). Research company Semianalysis recently arranged CoreWeave as the best GPU cloud on the market, which allocates higher scores than competitors such as such as such as Amazon” MicrosoftAnd Alphabet's Google.

    CoreWeave has distinguished themselves from those hyperscalers in two ways. First, it is often the first cloud to implement the newest Nvidia Technologies because of the close relationship with the chip maker. Secondly, CoreWeave is very good at performing GPU clusters, so that it often achieves record-breaking results at the MLPERF benchmarks: objective tests that measure the performance of AI systems.

    CoreWeave reported a huge financial results of the first quarter. Turnover increased by 420% to $ 981 million and the adjusted business income (which excludes shares -based compensation and interest payments on debts) rose by 550% to $ 162 million. As a reservation, the company reported a non-Gaap (generally accepted accounting principles) net loss of $ 150 million because interest payments on debts in the profit are reduced.

    However, there is a significant debt in building AI infrastructure, and CoreWeave has a responsible loan strategy in which the management “naturally mentions the delegates of self-collected debt facilities”. This means that the company only assumes debts when a customer contract has a need for extra AI infrastructure, and only if that contract covers more than the costs of the debt.

    Coreweave unveiled an impressive customer list when it submitted its form S-1 to the SEC prior to the first public offer, including IBM” Meta platformsMicrosoft and Nvidia. Since then, CoreWeave has won new contracts with OpenAI and a non -mentioned hyperscaler, so that the company now has an income behind almost $ 26 billion.