Shares of CoreWeave (NASDAQ: CRWV) climbed roughly 10% on Monday, outperforming the broader US technology sector. The rally came amid renewed investor interest in AI infrastructure companies, even as concerns persist over capital intensity and the economic lifespan of GPUs.
While no new earnings or corporate announcements were released, market participants linked the stock’s advance to recent public comments by Chief Executive Officer Michael Intrator, who addressed criticism surrounding CoreWeave’s business model and long-term sustainability.
Last week, Michael Intrator appeared on the Big Technology podcast alongside Chief Strategy Officer Brian Venturo, where the company’s leadership directly addressed concerns about the useful life of GPUs—an issue that has weighed on valuations across the AI infrastructure space.
Critics have argued that rapid advances in AI hardware could shorten GPU lifecycles, increasing depreciation risk for data center operators. Intrator countered that this view oversimplifies how AI infrastructure is deployed and monetized at scale.
According to the CEO, CoreWeave’s platform is built around a purpose-designed architecture that allows GPUs to be efficiently utilized across multiple phases of AI workloads, rather than being tied to a single generation of technology.
CoreWeave’s business model differs from that of traditional hyperscale cloud providers. Instead of offering a general-purpose cloud, the company focuses on specialized AI cloud infrastructure, tailored specifically for large-scale training and inference workloads.
This approach enables CoreWeave to:
Optimize GPU utilization and performance
Improve capital efficiency across hardware lifecycles
Better serve customers developing agentic AI systems and large-scale inference applications
Analysts note that this specialization helps mitigate concerns over rapid hardware obsolescence, a key risk facing many AI infrastructure operators.
The rally in CoreWeave shares coincided with the release of a new report from Moody’s Ratings, which projects that at least $3 trillion will be invested globally in data center-related assets over the next five years. The surge reflects accelerating demand driven by AI, cloud computing, and data-intensive applications.
Moody’s identified CoreWeave as one of six US hyperscale companies expected to collectively invest around $500 billion in data centers this year alone, reinforcing investor confidence in the company’s long-term growth prospects.
CoreWeave recently announced plans to integrate NVIDIA’s Rubin platform into its AI cloud offering in the second half of 2026, positioning itself among the earliest cloud providers to deploy the technology.
The Rubin platform is designed to support:
Agentic AI systems
Large-scale inference workloads
High-performance, real-time AI computing
Early access to NVIDIA’s next-generation GPU architecture is widely seen as a strategic advantage, helping CoreWeave remain competitive against larger hyperscalers and emerging AI-focused cloud providers.
Despite the positive momentum, CoreWeave continues to face scrutiny from Wall Street. Goldman Sachs analyst Gabriela Borges recently initiated coverage of the stock with a Neutral rating and a price target of $86.
Goldman Sachs highlighted CoreWeave’s purpose-built architecture as a significant competitive advantage over traditional hyperscalers and other high-end cloud platforms. However, the bank also flagged several risks, including:
Execution risk, as the company scales rapidly
High leverage, given the capital-intensive nature of AI data center investments
These factors, Goldman noted, could weigh on performance if market conditions tighten or funding costs rise.
In the near term, CoreWeave shares may remain sensitive to broader market sentiment toward AI spending and capital costs. However, many investors see the company’s strategic position within the AI infrastructure value chain as a key long-term support.
The combination of:
Expanding global investment in data centers
Growing demand for specialized AI infrastructure
A close partnership with NVIDIA
positions CoreWeave as a closely watched player in the next phase of AI-driven technology growth.
CoreWeave’s sharp share price increase underscores a shift in how investors are reassessing AI infrastructure companies. Clear messaging from CEO Michael Intrator, alongside strong industry tailwinds and a well-defined technology roadmap, has helped bolster market confidence.
While execution and financial risks remain, CoreWeave is increasingly viewed as a company well positioned to benefit from sustained global investment in AI infrastructure, as the race to build scalable computing capacity continues to accelerate.
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