CoreWeave (CRWV) Partners With NVIDIA for AI Cloud Growth, Truist Initiates Coverage

Core View - CoreWeave Inc. (NASDAQ:CRWV) is recognized as one of the top 10 new stocks to buy in Ray Dalio's portfolio, with a Hold rating and a price target of $84 set by Truist Securities [1] Business Operations - CoreWeave operates a cloud platform that provides scaling, support, and acceleration for Generative AI (GenAI), building the necessary infrastructure for enterprise compute workloads [3] Financial Performance - The company has experienced significant revenue growth, with an increase of over 14 times in fiscal year 2023, more than 8 times in fiscal year 2024, and over 2 times in fiscal year 2025 [2] - Despite this growth, the risk/reward profile is considered balanced due to the company's significant leverage and capital expenditure requirements [2] Strategic Partnerships - CoreWeave maintains a critical partnership with NVIDIA, which is essential for accessing GPUs, and plans to integrate NVIDIA Rubin technology into its AI cloud platform by the latter half of 2026 [1]