$CoreWeave, Inc.(CRWV)$ Plenty of positive signals from CoreWeave's sold-out conference. Intrator said there's "no reduction of orders" and he expects the economics of incremental AI infrastructure to keep improving through 2027 and into early 2028. He also sees agentic AI driving "substantial demand for CPUs across the board," alongside continued demand for GPUs.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
