💡 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