The highly anticipated cloud infrastructure company CoreWeave finally landed on Nasdaq “bravely” under the spotlight. This “computing power upstart” supported by Nvidia, with its unique insights into GPU-accelerated computing and its precise positioning in the AI wave, has become a “sweet pastry” in the capital market. A Reuters report on March 28, 2025, shows that CoreWeave’s stock is expected to rise by more than 25% in its IPO, which is undoubtedly a strong endorsement of its future development prospects.
CoreWeave’s “Road to Rise”: The Era of “Blowout” in Computing Power Demand
CoreWeave’s success is no accident, but a historical opportunity to seize the “blowout” of computing power demand in the AI era. With the rapid development of AI technology, the demand for computing power in various industries is growing exponentially. Traditional CPU computing has been unable to meet the needs of AI model training and reasoning, and GPU-accelerated computing has become the key to solving this problem.
It is precisely by virtue of its deep accumulation in the field of GPU-accelerated computing and its profound understanding of the needs of the AI industry that CoreWeave has won the favor of many customers. Its customers include AI start-ups, large technology companies, and research institutions.
Nvidia’s “Computing Power Empire”: From “Selling Shovels” to “Building Rockets”
CoreWeave’s IPO also puts its “gold master” Nvidia back in the spotlight. As the absolute hegemon in the GPU market, Nvidia is no longer satisfied with just “selling shovels”, but is actively laying out the AI computing power ecosystem.
By investing in cloud infrastructure companies such as CoreWeave, Nvidia can better promote its GPU products to the market and build a more complete AI computing power “empire”. This will not only enhance Nvidia’s profitability, but also consolidate its leadership in the AI field.
AI Computing Power “Arms Race”: Who Will Be the “King of Computing Power”?
CoreWeave’s IPO also heralds that the competition in the AI computing power field will be more intense. As more and more companies realize the importance of computing power, an “arms race” around AI computing power is quietly taking place.
In addition to CoreWeave, cloud giants such as Amazon Cloud (AWS), Microsoft Azure, and Google Cloud (GCP) are also increasing their investment in GPU infrastructure. In addition, there are some emerging AI computing power companies trying to get a piece of the pie in this field.
In the future, who will be the “King of Computing Power” in the AI computing power field? This is still a question full of suspense.
Industry Impact: The Era of “Computing Power Popularization” Is Accelerating
CoreWeave’s IPO will also have a profound impact on the entire AI industry. As the cost of AI computing power continues to decrease, more and more companies and individuals will be able to afford the application of AI technology. This will accelerate the popularization of AI technology and promote the intelligent transformation of various industries.
It is foreseeable that in the future, AI technology will no longer be the “patent” of a few technology giants, but will become a “universal technology” serving thousands of households.
Personal Comments: “Computing Power” Is Not a “Panacea”
As a technology observer, I believe that CoreWeave’s IPO is an important milestone in the AI era. It marks that AI computing power is becoming a new productivity, which will profoundly change our lives and ways of working.
However, we also need to be soberly aware that “computing power” is not a “panacea”. The application of AI technology needs to be combined with specific scenarios and needs, and we cannot blindly pursue the improvement of “computing power”.
Only by combining “computing power” with data, algorithms, and industry know-how can we truly unleash the value of AI technology and create greater wealth for society.
