Deutsche Bank added CoreWeave (NASDAQ:CRWV) to its Catalyst Call Buy Idea List, pointing to rising AI infrastructure demand, strong industry partnerships, and capacity expansion as key drivers for growth.
The bank said demand for AI infrastructure significantly exceeded supply in the near-to-medium term, while CoreWeave was expected to bring substantial powered shell capacity online over the next 12 to 18 months. The company’s partnerships with OpenAI, Microsoft, Meta, NVIDIA, and another major hyperscaler positioned it as a leader in delivering high-performance GPU capacity at scale, according to industry checks.
Deutsche Bank also noted that revenue forecasts for CoreWeave were closely tied to capacity growth and anticipated that new datacenter capacity, contract wins, and Q3 earnings could serve as catalysts. The pending Core Scientific acquisition was also expected to enhance growth.
