Prediction: This AI Cloud Company Could Be the Next Amazon of the 2030s

Core Insights - Amazon's e-commerce business is widely recognized, but its recent investment success is largely attributed to Amazon Web Services (AWS) [1][2] - CoreWeave is positioned as a potential leader in the cloud computing sector, specifically targeting artificial intelligence workloads [4][5] - CoreWeave's revenue growth is significant, with a 134% year-over-year increase to $1.4 billion in Q3, and a $55.6 billion revenue backlog, 40% of which is expected to be realized in the next 24 months [5][6] Financial Performance - CoreWeave's total revenue over the past 12 months is $4.3 billion, with projections indicating potential revenue of $22.2 billion if 40% of its backlog is realized in the next two years [6] - Revenue forecasts suggest CoreWeave could approach $8 billion in 2026 and $16 billion in 2027, indicating nearly a doubling of revenue each year [6] Capital Expenditure - CoreWeave's capital expenditures are substantial, amounting to nearly $10 billion despite generating $4.3 billion in revenue over the past year [7]