What CoreWeave's new $6.3 billion contract with Nvidia says about the AI trade

Core Perspective - The deal provides reassurance to CoreWeave investors amid concerns regarding the company's high customer concentration and intense competition in the cloud services market [1] Company Summary - CoreWeave is facing challenges due to a heavy reliance on a limited number of customers, which poses risks to its revenue stability [1] - The competitive landscape for cloud offerings is becoming increasingly fierce, necessitating strategic moves to maintain market position [1]