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Specialist AI cloud provider CoreWeave Inc. (NASDAQ:CRWV) is on a “frightening” growth trajectory, with revenue projected to scale to “mid-$20s billion” by 2028, according to a leading digital infrastructure analyst. This forecast suggests its revenue could multiply “nearly 5x” from its 2025 projection of $5.3 billion.
The “unbelievable” forecast was shared by Nick Del Deo, an analyst at MoffettNathanson, on a recent episode of “The Real Eisman Playbook” podcast. The discussion highlighted CoreWeave’s explosive emergence as a critical infrastructure player in the artificial intelligence boom.
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To put the company’s meteoric rise in context, Del Deo noted that CoreWeave’s total revenue in 2022 was approximately “$16 million.” The leap from that figure to a projected $5.3 billion in 2025, and then to a potential “mid-20s billion” by 2028, underscores the unprecedented demand for its services.
“It’s frightening. It’s unbelievable,” remarked the experts on the show.
Del Deo noted that CRWV began as a crypto miner around 2017, and it has since pivoted to become a key partner for major AI players.
It has “exclusively leased its facilities” and fills them with specialized GPU equipment, attracting massive customers like Microsoft Corp. (NASDAQ:MSFT), which currently accounts for 70% of its business, and OpenAI.
The scale of this build-out requires a level of spending Del Deo called “astronomical,” with a projected capital expenditure of “$21 to $23 billion” this year alone.
“In just a handful of years, their capital budget is in the same league as AT&T, Walmart, Exxon Mobil,” Del Deo stated, emphasizing the sheer scale of the operation. “There’s nothing else like CoreWeave out there.”
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Despite the massive opportunity, Del Deo cautioned that CoreWeave faces future competition from the “big battleship businesses” of cloud computing, such as Amazon.com Inc. (NASDAQ:AMZN), Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOOGL) Google, and Microsoft itself.
He suggested that as chip constraints ease, these incumbents will become “more effective” in the space, which could eventually “put some pressure on CoreWeave’s returns over time.”
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Shares of CRWV have returned 203.83% since its listing in March. However, it was down 7.15% over the last month.
It maintains a stronger price trend over short and long terms, with a poor trend in the medium term. Additional performance details, as per Benzinga’s Edge Stock Rankings, are available here.
Benzinga’s Edge Stock Rankings for CRWV.
On Thursday, the futures of the S&P 500, Dow Jones, and Nasdaq 100 indices were trading in a mixed manner
Meanwhile, on Wednesday, the S&P 500 index ended 0.53% lower at 6,699.40, whereas the Nasdaq 100 index fell 0.99% to 24,879.01. On the other hand, Dow Jones declined 0.71% to end at 46,590.41.
Photo courtesy: T.-Schneider / Shutterstock
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This article CoreWeave Is ‘Frightening… It’s Unbelievable,’ Says Expert, Expecting Its Revenue To Multiply Nearly 5x By 2028 originally appeared on Benzinga.com