CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?

Key Takeaways CoreWeave secures massive AI contracts with OpenAI and Meta, boosting its revenue backlog past $55B.Alphabet drives AI-led growth, with Google Cloud up 33.5% YoY and record $100B Q3 revenue.CRWV faces high debt and CapEx, while GOOGL benefits from scale, cash reserves and a diversified AI strategy.AI is not just software; it’s infrastructure. The massive computational power required to train and deploy large language models, autonomous systems and other AI applications has created a new catego ...