Disclaimer: This content is for informational and educational purposes only and should not be construed as financial or investment advice. Always do your own research and consult a licensed financial advisor before making investment decisions.
Disclosure: The author holds a long position in CRWV.
CRWV is the AI compute utility: fastest to add MW/GPU at scale, privileged NVIDIA pipeline, multi‑year take‑or‑pay deals (OpenAI/hyperscalers) and an AI‑optimized cloud stack that converts power + GPUs into recurring revenue.
2.2GW contracted power, $22.4B OpenAI deals, rising hyperscaler demand. If CRWV activates 5–6GW at ~$12M/MW/yr, rev hits $60–75B; at 5–6x sales → $350–450B cap (5–8x from ~$65B). Distribution via trusted AI labs compounds.
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