Analyst Report: CoreWeave Inc.

Argus

•

Nov 14, 2025

Summary

CoreWeave, an AI infrastructure provider, went nationalist successful March 2025. Originally a crypto mining firm, it shifted its main absorption to unreality computing successful 2022. The company's CoreWeave Cloud Platform, launched successful 2020, has grown rapidly astatine a gait with AI demand. The institution was an aboriginal lawsuit for Nvidia's AI solutions and maintains a beardown concern with Nvidia. As of the extremity of 2024, CoreWeave operated 32 information centers with implicit 250,000 GPUs. Re

James Kelleher, CFA

Director of Research & Senior Analyst Technology

Jim has worked successful the fiscal services manufacture for implicit 25 years and joined Argus successful 1993. He is manager of probe astatine Argus and a subordinate of the Investment Policy Committee. Jim has been instrumental successful gathering Argus' proprietary valuation models, which are a cardinal portion of the proprietary Argus Six-Point Rating System. He besides oversees Argus' method investigation products; writes the Portfolio Selector study and different publications; and manages respective Argus exemplary portfolios. As a Senior Analyst, Jim covers Communications Equipment, Semiconductors, Information Processing and Electronic Manufacturing Services companies. helium is simply a CFA charter-holder, and is simply a three-time victor successful The Wall Street Journal's "Best connected the Street" All-Star Analyst Survey. In July 2010, McGraw-Hill Professional published Jim's book, "Equity Valuation for Analysts & Investors." The book, a single-volume attraction of fiscal modeling and valuation process, introduces the Argus proprietary valuation methodology known arsenic Peer Derived Value.