💡 AI & GPU Market Dynamics
- $CRWV is riding significant AI tailwinds. $NVDA’s $2B investment in $CRWV to build 5+ GW of AI factories by 2030, alongside surging H100 rental prices post-Claude Opus 4.5, signals a tightening GPU supply from agentic demand [2]. This NVIDIA/CoreWeave collaboration is a major catalyst [3].
- Claude CoWork + Clawdbot’s emergence marks a