stocks
Nvidia’s 70% Growth Forecast Reopens the AI Trade — but the Bottleneck Has Moved to Memory
Nvidia’s 70% revenue-growth forecast lifted chip and software stocks, while memory supply and component costs emerged as the next constraint.
CoreWeave provides GPU-focused cloud infrastructure for artificial-intelligence training and inference workloads. Founded in 2017 and headquartered in Livingston, New Jersey, CoreWeave, Inc. employs approximately 2,200 people.
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Nvidia’s 70% revenue-growth forecast lifted chip and software stocks, while memory supply and component costs emerged as the next constraint.