Most Investors Are Chasing Flashy IPOs. CoreWeave Is the One I Predict Will Outperform by 2028.
CoreWeave's AI platform, giant backlog, and gigawatt-scale build-out make a compelling case for long-term stock gains.
Overview
The last few years have seen a flurry of flashy IPOs, but I'm more interested in the companies building the infrastructure behind the boom. CoreWeave (NASDAQ: CRWV) -- which went public in 2025 -- is one of them, and I think its AI cloud business could make it an outperformer by 2028. To see why, it helps to start with what the company actually does behind the scenes.
Image source: Getty Images.
The way to think about CoreWeave is to look at what happens behind the scenes when a company wants to train or run a massive model. It needs enormous amounts of compute power, networking, and storage. And with demand for cloud compute outpacing supply, companies find it increasingly challenging to secure it.
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Originally published at www.fool.com.