CRWV vs. MSFT: Which AI Infrastructure Stock is the Better Bet?

Key Takeaways CRWV revenues surged 420% with a $25.9B backlog, but heavy reliance on top clients poses concentration risk. MSFT's $21.4B capex backs Azure's AI scale. OpenAI partnership and a $315B cloud backlog are positives. CRWV eyes $20B-$23B capex in 2025; MSFT aims for slower growth with longer asset monetization runway.CoreWeave (CRWV) and Microsoft Corporation (MSFT) both offer cloud infrastructure services for AI workloads. CoreWeave provides GPU-accelerated infrastructure for AI. Its cloud platf ...