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CoreWeave Predicted to Outperform by 2028

September 25, 2026

1 min read

Key Takeaways

CoreWeave expands beyond cloud rental into AI services.
Customer base includes Meta, Caterpillar, and Bentley Systems.
Revenue backlog reaches $104 billion.
Nvidia invests $2 billion in CoreWeave.

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Strategic Implications

CoreWeave's expansion into AI services may position it for significant growth, as demand for cloud compute outpaces supply. The company's partnerships and investments, such as Nvidia's $2 billion investment, could indicate a strong competitive position in the AI infrastructure market, which suggests a potential outperformer by 2028.

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What Happened

Infrastructure Behind AI Boom May Drive Growth

CoreWeave, a cloud provider, is expanding its services to include inference, agentic AI, and enterprise solutions, with a growing customer base that includes major companies like Meta, Caterpillar, and Bentley Systems. The company has a revenue backlog of $104 billion and is rapidly scaling its power capacity, with Nvidia’s backing supporting a build-out of over 5 gigawatts by 2030. This growth may be driven by the increasing demand for AI infrastructure, as reported by The Globe and Mail.

Source | Originally Published: September 24, 2026

Companies Mentioned