If You’d Dropped $50,000 on CoreWeave Day One: Here’s Your Staggering Return Today

Cloud infrastructure play CoreWeave delivers seismic returns that leave traditional investments in the dust.

Early Bet, Massive Payoff

While Wall Street analysts debated price targets, early investors quietly racked up generational wealth. CoreWeave's GPU cloud infrastructure positioned it perfectly for the AI boom—and the numbers speak for themselves.

The Math Doesn't Lie

That initial $50,000 commitment transformed into a portfolio centerpiece that outperformed every major asset class. Forget bonds yielding 2%—this play delivered triple-digit returns while legacy finance slept.

Timing Meets Technology

CoreWeave hit the public markets just as artificial intelligence demand exploded. Their specialized infrastructure became the backbone for AI training workloads that traditional cloud providers couldn't handle efficiently.

Lesson for Next Time

The real tragedy? Watching from the sidelines as innovative infrastructure plays redefine entire sectors. Maybe next time Wall Street will recognize disruption before it happens—but we doubt it.

Image source: Getty Images.

Access to Nvidia AI chips

So, first, a quick catch-up on the CoreWeave story. The company offers customers the ability to rent access to Nvidia's top graphics processing units (GPUs) for their AI tasks. Customers can rent by the hour, which offers them enormous flexibility, and CoreWeave's focus on building a hardware backbone suitable for AI workloads means its customers are getting high performance and efficiency.

CoreWeave works closely with Nvidia, and has been the first cloud infrastructure provider able to make the AI chip giant's latest wares -- such as GPUs based on its Blackwell architecture and the even newer Blackwell Ultra -- available to customers. That has been a big plus for CoreWeave, as demand for these chips has been high, and customers want access to them as soon as possible.

As mentioned, Nvidia owns a stake in CoreWeave -- 24,277,573 shares to be exact, as of the end of the second quarter. That holding represents 91% of Nvidia's investment portfolio. So, it's clear the chipmaker is optimistic about the business. Reinforcing that premise, Nvidia recently signed an agreement to take on any extra capacity that CoreWeave can't rent out to other customers all the way through 2032. Considering Nvidia's expertise in the world of AI, all of these elements offer good reasons to be bullish on CoreWeave.

Your potential winnings

Now, let's consider where you'd stand if you'd invested $50,000 in CoreWeave on its first day of trading, back in March. It's important to note that the stock didn't immediately take off. It slipped in April along with the rest of the market on concerns about President Donald Trump's tariffs on imports. But the shares later rebounded and have marched higher. Today, that position's value would top $166,000.

That's a fantastic return in such a short period of time. The next question is: Is this stock still a buy at these levels -- or has it reached its full potential for the foreseeable future?

CoreWeave has seen tremendous demand for its computing capacity, and its revenue tripled in its most recently reported quarter. Considering the need for GPUs to drive the next phases of the AI trend, this momentum could continue. Though CoreWeave isn't yet profitable, that isn't surprising at this stage of its story -- and it will have to continue investing in GPUs to provide its customers with what they need. This wouldn't stop me from buying the stock at this point, though it may not be the best choice for cautious or value-oriented investors at the moment.

Yes, this Nvidia-backed player's shares have taken off, but it's offering something that's in high demand now and should remain in high demand in the years to come -- processing capacity for AI workloads -- so it's likely that its revenue growth will continue at a fast pace. And Nvidia's involvement suggests CoreWeave will continue to have early access to the chipmaker's most advanced products. 

CoreWeave may not soar by more than 200% over the course of just a few months again, but the company has what it takes to climb further in the quarters and years to come. If you're a growth investor, it would be a great idea to buy and hold shares of this potential AI winner.