Deutsche Bank Adds CoreWeave To Buy List, Cites AI Demand And Capacity Growth

Group 1 - Deutsche Bank added CoreWeave to its Catalyst Call Buy Idea List due to rising AI infrastructure demand, strong industry partnerships, and capacity expansion as key growth drivers [1] - Demand for AI infrastructure is expected to significantly exceed supply in the near-to-medium term, with CoreWeave anticipated to bring substantial powered shell capacity online over the next 12 to 18 months [2] - CoreWeave's partnerships with major companies such as OpenAI, Microsoft, Meta, and NVIDIA position it as a leader in delivering high-performance GPU capacity at scale [2] Group 2 - Revenue forecasts for CoreWeave are closely tied to capacity growth, with new datacenter capacity, contract wins, and Q3 earnings expected to serve as catalysts [3] - The pending acquisition of Core Scientific is anticipated to enhance CoreWeave's growth prospects [3]