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CoreWeave's share price performance over the past five years (Source: CNBC)
Acquisition with clear goals
The key point of the acquisition is cost savings, cancellation of billion-dollar lease obligations and, last but not least, improvement of operational efficiency. The acquisition also gives Coreweave access to 1.3 GW of energy capacity, as well as access to a number of properties and the necessary infrastructure needed for the company's continued growth. CoreWeave is also gaining a competitive advantage through the conversion process of cryptocurrency mining, which Core Scientific operates, to AI computing, which is much more financially advantageous in the long run than building new data centers.
Blackwell Ultra
Anyone who thinks that CoreWeave is just another player in the line of cloud providers would easily be wrong. It is a pioneer in the field of state-of-the-art technologies that have the potential to change the entire market. The company is a leader in cloud-based AI computing, being the first on the market to deploy systems built on the new Nvidia Blackwell Ultra AI chips, which can produce up to 50 times more AI content than the previous generation. In addition, the new hardware enables not only high computing power, but also better scalability for large-scale AI applications. In this combination, CoreWeave will be able to provide AI developers with the best conditions, which can subsequently be reflected in the sales themselves.
Financial outlook
As part of the stock market situation, CoreWeave has seen its shareholder value increase by more than 400%* since its first day on the stock exchange, which is undeniably a very positive development. However, it is important to note that this is a justified growth based on key fundamental parameters, and following the acquisition of Core Scientific, it is expected that CoreWeave has significant potential to maintain this pace in the long term. [2]
Conclusion
CoreWeave is entering a new chapter with the latest steps. The company is planning to acquire Core Scientific and has included the latest chips from Nvidia, Blackwell Ultra, in data centers, which is a clear confirmation of its ambition to become a market leader. For investors, the company represents an opportunity to participate in the growth of a segment that is likely to shape the market environment beyond the technology sector.
* Historical figures are not a guarantee of future returns.
[1], [2] Forward-looking statements represent assumptions and current expectations that may not be accurate or are based on the current economic environment, which is subject to change. These statements do not guarantee future performance. Forward-looking statements involve risk and uncertainty by their nature because they relate to future events and circumstances that cannot be foreseen, and actual developments and results may differ materially from those expressed or implied in any forward-looking statements.
Warning! This marketing material is not and should not be construed as investment advice. Data relating to the past are not a guarantee of future returns. Investing in foreign currency can affect returns due to fluctuations. All securities trades can lead to both profits and losses. Forward-looking statements represent assumptions and current expectations that may not be accurate or are based on the current economic environment, which is subject to change. These statements do not guarantee future performance. InvestingFox is a trademark of CAPITAL MARKETS, o.c.p., a.s., regulated by the National Bank of Slovakia.
Resources:
https://www.cnbc.com/2025/07/03/coreweave-dell-blackwell-ultra-nvidia.html
https://www.sec.gov/ix?doc=/Archives/edgar/data/1839341/000162828025023242/core-20250331.htm
