CoreWeave, Inc. (CRWV) Is Confident About NVIDIA’s AI GPU Demand, Says Jim Cramer

We recently published 14 Stocks Jim Cramer Discussed As He Talked About Record Bitcoin Price. CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks Jim Cramer recently discussed.

CoreWeave, Inc. (NASDAQ:CRWV) is an AI and cloud computing infrastructure provider. It is one of the strongest-performing stocks of 2025 as the shares have gained 226% since their IPO in March. CoreWeave, Inc. (NASDAQ:CRWV) has benefited from market optimism about AI as investors believe that the firm can benefit from sustained long-term AI demand and its early mover advantage in the AI infrastructure space. CoreWeave, Inc. (NASDAQ:CRWV) also recently announced that it would acquire Core Scientific, and Cramer commented that the deal made him optimistic about the overall dealmaking environment in America. Here are his recent remarks about CoreWeave, Inc. (NASDAQ:CRWV):

“You speak to CoreWeave, you speak to Michael Entrator, who’s a terrific guy. Uh, he would say look, we can’t put ’em up fast enough. And, we are, they’re valuable even after they do not have the latest and greatest. People do not understand that. This is not the 386 going to the 46 going to the Pentium, you can’t throw these away. They work. There’s always some use for even the oldest ones. So they pay themselves back.”

In his earlier remarks, Cramer commented on CoreWeave, Inc. (NASDAQ:CRWV)’s latest deal and his meetings with management:

“Yes and they’re all over me today. CoreWeave is saying that this helps them immensely in terms of the amount of power they have and it’s actually a good deal for their finances. The stock’s turned up, they were up big on, well CoreWeave was up big, and it’s given back that. This is the kind of deal that if I were Lina Khan at the FTC, I would say wait a second, Core and Core? No. We will not let a core merge with a core. . . No I mean to being facetious, but not really, in someways because I think she would say these are two companies that could compete. Which is true. But I think that this is the kind of deal that we ought to get used to having. It’s one of the things that makes me bullish. Which is that there’s not any, you know you can make a deal if you think it’s rational and not expect to be challenged. Now someone might say, you know Jim, that was really a cheap shot. No. The deference was cheap. The deference.

“I’ve got Michael Entrator. He has done a remarkable job, I don’t know if people care about CoreWeave anymore, but, Michael Entrator’s stock opened, it was at 40 and it went up to 156! You know, did people who buy that make money or did they just kind of say you know what, I’m glad I have my index fund but by the way, no. Ben Stoto and I were very positive on CoreWeave after meeting with the company and spending some time with them. Just very impressive people who were doubted and are doubted, there’s a very big short position. But you know what, they figured they have a, when you ask NVIDIA what do you think of them, and NVIDIA bought a quarter of that IPO, NVIDIA would say great partner, great partner.

“Entrator, I mean I remember you know he said listen I need three hours, and then he took five hours, and I was like alright, you know, I got nothing else to do other than talk about the market. Everything else can be on hold.”

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Disclosure: None. This article is originally published at Insider Monkey.