CoreWeave: AI Bubble Poster Child?

How investors should see CoreWeave.

September 21, 2025

Early Bird Prime for September 21, 2025

CoreWeave $CRWV ( ▲ 2.86% ) , the AI cloud computing company that went public in March 2025, has since skyrocketed 212.15% due to strong demand for its AI cloud platform. 

This past week, Kerrisdale Capital revealed a short position in CoreWeave. They recently published a critical report about CoreWeave. According to them, CoreWeave is the "poster child of the AI infrastructure bubble," and their tech is not that unique.

CoreWeave is banking on explosive, sustained growth in generative AI and related cloud infrastructure. If these markets fail to deliver profitability at scale, CoreWeave might find itself in a pickle. Is CoreWeave really the AI bubble poster child?

Running a business like CoreWeave is no easy task. The company requires billions of dollars in ongoing spending on data centers and GPUs. This means relentless fundraising and dilution risk, especially if market sentiment turns sour or AI demand doesn’t live up to its hype. 

But demand for AI cloud services is currently strong. Industry forecasts predict that global IaaS (Infrastructure as a Service), driven by AI compute, will quadruple by 2032. If CoreWeave can ride this wave, it might just surf its way to success.

Should you buy CoreWeave’s stock now in 2025 or avoid it? Here’s the answer: 

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