CoreWeave Stock Advances on Deutsche Bank Buy Call and $6.3B NVIDIA Capacity Deal

Lead CoreWeave shares jumped Monday after Deutsche Bank added the AI infrastructure provider to its Catalyst Call Buy list and the company secured a $6.3 billion capacity purchase agreement with NVIDIA.

Nut Graf The dual catalysts underscore surging demand for GPU cloud services and long-term revenue visibility: Deutsche Bank cited “insatiable” AI infrastructure demand and uncontracted powered shell capacity, while the NVIDIA pact guarantees sales of any unused computing resources through 2032.

Market Reaction

• Shares rose roughly 5% in early trading following the NVIDIA deal announcement, extending gains from last week’s nearly 20% surge driven by AI demand expectations.
• Trading volume spiked as institutional investors repositioned amid heightened optimism.

Deutsche Bank Catalyst Call

• Added CoreWeave (NASDAQ:CRWV) to its Buy Idea List, spotlighting pending data-center build-outs and partnerships with OpenAI, Microsoft, Meta and NVIDIA.
• Projected CoreWeave revenue growth of 174% in fiscal 2025, despite a net loss of $1.1 billion over the past twelve months.
• Identified near-term catalysts: Q3 earnings, new customer contracts and incremental capacity additions.

$6.3 Billion NVIDIA Capacity Agreement

• NVIDIA will purchase any of CoreWeave’s unused data-center capacity through April 2032, reducing revenue volatility.
• The pact secures a guaranteed buyer for excess GPU infrastructure and deepens NVIDIA’s strategic stake in CoreWeave’s growth.
• NVIDIA held 24.3 million CRWV shares worth $3.96 billion at the end of Q2 2025, reinforcing the partnership’s alignment.

Looking Ahead CoreWeave’s Q3 earnings report, due later this month, will be closely watched for operating margins and customer diversification metrics. Investors will also monitor execution on new capacity rollouts and the integration of CoreWeave Ventures and the pending OpenPipe acquisition.