Core Investment Thesis - Brad Gerstner, CEO of Altimeter Capital, believes the software and cloud sector is in the early stages of a super cycle driven by AI and data center spending [1][5] - Gerstner highlighted CoreWeave Inc. as a key investment opportunity, emphasizing its strategic importance related to Nvidia's Rubin platform [2][3] Data Center Spending Insights - In 2023, $150 billion was spent on data centers, with projections suggesting this could rise to $500 billion by 2026, indicating strong growth in the sector [4] - Gerstner noted that this spending is backed by actual purchase orders, not speculative estimates [4] CoreWeave Performance - CoreWeave's stock has experienced a significant decline of 50.6% over the last six months, currently trading at $77.18, down 0.9% recently [7] - Despite the recent downturn, the stock has increased over 97% in the past year since its IPO at $40 in March 2025, suggesting potential for recovery and growth [7]