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CoreWeave, Inc. (CRWV) Is Constrained Due To Power Supply, Says Jim Cramer

We recently published Jim Cramer Said Quantum Computing Could Quench AI’s Thirst For Water As He Discussed These 14 Stocks . CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks Jim Cramer recently discussed.

CoreWeave, Inc. (NASDAQ:CRWV) is a key player in the AI industry as it hosts and provides computing infrastructure to AI software companies. The shares have gained 132% since their IPO in March but have lost 49% since their peak in June. The day Cramer made these remarks about CoreWeave, Inc. (NASDAQ:CRWV) was key as the stock closed 21% lower. The CNBC TV host commented on the firm in the morning and discussed CoreWeave, Inc. (NASDAQ:CRWV)’s earnings call. His comments about waiting were also prescient, given the major share price dip. However, Cramer believes that electricity constraints are preventing CoreWeave, Inc. (NASDAQ:CRWV) from having a higher backlog:

“But I do think Carl, when we look at what’s happened with CoreWeave, what we have to focus on, is the lockup. The expiration of the lockup. Cause I don’t want people to get in it. That’s the 15th, tomorrow. I don’t want anyone to see it, it’s after the close tomorrow. I just think that if you people want to be in it, you have to wait till things settle down.

“The call was filled with congratulations, and people are very excited about the fact that everybody has to build one of these. David, just for you, I was going over with Michael Intrator, the size of what people have to build. HE’s talking about six San Franciscos. Six San Franciscos. . . .well he felt, well the problem is Mark Zuckerberg was talking about various parts of the map, but didn’t talk about the actual building. Six San Franciscos. . .

“But with CoreWeave you’ve gotta understand. If we go to reasoning, the next generation of NVIDIA, Vera Rubin, from Philadelphia by the way, what you will find is that’s reasoning. And that’s what we need in all this. In order to reason you need much more power.

“I do think that what they did, they’re constrained [in the backlog] by power, you need more power. They could do a much bigger backlog but they don’t have the power.”

While we acknowledge the risk and potential of CRWV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CRWV and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

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