Deutsche Bank Names CoreWeave (CRWV) a Short-Term Buy Amid “Insatiable” AI Demand

Core View - CoreWeave, Inc. (NASDAQ:CRWV) is highlighted as a significant AI stock, with Deutsche Bank Analyst Brad Zelnick issuing a "Catalyst Call: Buy" for short-term investment due to strong AI demand [1][2] Company Capacity and Demand - CoreWeave is expected to have substantial powered shell capacity coming online in the next 12-18 months, although it has not yet signed customer contracts for this capacity [2] - The demand for AI infrastructure is described as "almost insatiable," which is anticipated to exceed supply in the near- to medium-term [2] Revenue and Growth Potential - Positive factors are aligning to support upward revenue estimates for CoreWeave in the upcoming quarters, driven by potential new customer contracts and incremental datacenter capacity [2] - The company's Q3 report is seen as a potential catalyst for stock performance [2] Investment Considerations - While CoreWeave shows potential as an investment, there are other AI stocks that may offer greater upside potential with less downside risk [2]