$CoreWeave, Inc.(CRWV)$ Credit to Rich Peter (CoreWeave), a standout unicorn in AI compute infrastructure, went public on the NYSE in March 2025. It’s now one of the purest GPU-as-a-Service (GPUaaS) plays in U.S. equities. In mid-May, the firm launched three new AI cloud tools, including CoreWeave Sandboxes, to accelerate reinforcement learning, Agent tool use, and model evaluation. This marks its evolution from a pure “pick-and-shovel” hardware renter to a full-stack AI platform—a shift that should lift long-term gross margins. 1. “Nvidia’s Favorite Child” & Unmatched Compute Moat Amid a global GPU shortage, CoreWeave’s biggest edge is its unrivaled bond with Nvidia—an early strategic investor. It gets earlier, priority access to Nvidia’s