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CoreWeave's Strong Rebound Powered by CEO's GPU Confidence Statement as AI Infrastructure Demand Remains Solid
CoreWeave (NASDAQ:CRWV) staged a notable comeback on Monday, climbing 12.22% to finish at $89.93 as market sentiment shifted following the company’s leadership addressing lingering concerns about graphics processing unit (GPU) viability. The GPU infrastructure specialist has expanded 125% since its 2025 market debut, with trading activity hitting 42.1 million shares—approximately 49% above its typical three-month average of 28.2 million.
CEO Commentary Shifts Market Narrative
The turning point came when CoreWeave’s CEO Michael Intrator, alongside a fellow executive, spoke publicly on a podcast platform to counter investor skepticism regarding the long-term utility and value retention of the GPU assets the company operates. This statement proved instrumental in restoring buyer confidence, particularly as analysts increasingly back the firm’s strategic direction. The company’s commitment to integrating Nvidia’s cutting-edge Rubin AI architecture into its infrastructure stack has further solidified institutional interest.
Notably, Nvidia’s meaningful minority stake in CoreWeave adds another layer of credibility for investors evaluating the company’s trajectory and technological positioning. This strategic partnership signals alignment between a chip leader and a services provider betting on sustained GPU demand.
Broader Market Context and Sector Performance
The broader market absorbed the day’s movements with modest gains—the S&P 500 advanced 0.15% to 6,977, while the Nasdaq Composite rose 0.26% to 23,734. Within the cloud infrastructure services segment, peers demonstrated similar momentum: Cloudflare (NYSE:NET) gained 1.96% and DigitalOcean (NYSE:DOCN) jumped 3.97%. These synchronized moves underscore how AI-related infrastructure demand and cloud pricing dynamics continue driving investor appetite across the sector.
What’s Next: GPU Demand as the Critical Variable
The rebuttal from CoreWeave’s leadership essentially hinges on one core thesis—that enterprise AI workload expansion will sustain robust GPU requirements well into the future. Whether this holds depends on how rapidly businesses deploy AI applications and whether GPU utilization rates justify continued infrastructure investment. Traders are now monitoring whether CoreWeave can translate this renewed confidence into sustained execution and guidance updates that reflect durable demand patterns.