Missed Nvidia in 2009? This Rare Signal Is Flashing Again.\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/a><\/p>\n Investors should look for the AI cloud company CoreWeave (NASDAQ: CRWV) to outperform Nvidia.\u00a0CoreWeave provides customers with a specialized cloud environment tailored for AI workloads.<\/p>\n And through its Nvidia partnership, it provides these services using Nvidia’s latest technology and was the first cloud provider to deploy Nvidia’s Vera Rubin platform. Also, the chipmaker seems more positive on this partnership after it recently increased its holding by 95%<\/a>.<\/p>\n The unprecedented demand for such services has made CoreWeave one of the few companies growing faster than Nvidia. In the first quarter of 2026, revenue grew by 112% year over year to $2.1 billion. That is slower than the 168% increase in 2025, but it remains in the triple digits.<\/p>\n Admittedly, the story diverges from Nvidia when looking at the bottom-line metrics. In the first quarter, CoreWeave lost $740 million. The huge capex required to meet the current backlog, which now stands at $99.4 billion, makes profitability unlikely in the foreseeable future.<\/p>\n That capex spending, which amounted to $16.6 billion in the trailing 12 months, has taken its total debt to $24.8 billion. Given its book value of just $4.8 billion, the company could face significant financial trouble if the AI growth story falls short of expectations.<\/p>\n Still, Grand View Research estimates a compound annual growth rate (CAGR) for AI of 31% through 2033. If that estimate is close to being correct, success should not be an issue for CoreWeave.<\/p>\n Its price-to-sales ratio (P\/S) stands at 9. That is a low sales multiple when accounting for its revenue increases and considering that tech growth stocks often support a P\/S in the double digits.<\/p>\n Lastly, as previously mentioned, CoreWeave’s smaller size makes rapid growth easier. Nvidia’s growing fiscal first-quarter revenue of $82 billion is impressive, but it also means it has to generate $67 billion in additional revenue by next year to maintain the current growth rate.<\/p>\n In comparison, to match CoreWeave’s first-quarter growth, the company would only have to earn $2.3 billion in added revenue. That much smaller base means it is more likely to grow faster in the coming years.<\/p>\n Investing in CoreWeave <\/p>\n The company’s huge backlog and much smaller size make it likely to outperform Nvidia over the next five years. Few companies can match Nvidia’s strength in the AI market, and it would likely fare better than CoreWeave if AI growth does not meet expectations. However, all indications point to the AI boom continuing, and thanks to the unprecedented demand for AI cloud services, CoreWeave should grow rapidly for years to come.<\/p>\n Thus, for investors who prioritize growth and can handle CoreWeave’s risk, they appear to be in a strong position to benefit from faster growth than Nvidia can offer.<\/p>\n Should you buy stock in CoreWeave right now? <\/p>\n Before you buy stock in CoreWeave, consider this:<\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/a> for investors to buy now\u2026 and CoreWeave wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $439,847!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you\u2019d have $1,342,065!*<\/p>\n Now, it\u2019s worth noting\u00a0Stock Advisor\u2019s total average return is 968% \u2014 a market-crushing outperformance compared to 211% for the S&P 500.\u00a0Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of June 6, 2026. <\/p>\n Will Healy<\/a> has positions in CoreWeave. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy<\/a>.<\/p>\n![\"An](\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/06\/70553ab1714b8e6441e03a29a07de270.jpeg\")
Image source: Getty Images. CoreWeave is an outperformer <\/p>\n