According to a recent White House disclosure, U.S. President Donald Trump has made significant investments in corporate and municipal bonds, totaling at least $50 million. Among these investments, he has notably purchased bonds from CoreWeave (CRWV), a company focused on GPU infrastructure for generative AI workloads. The bond purchases occurred between November 14 and December 29, 2025, and included other well-known companies such as Netflix, General Motors, and Boeing.
CoreWeave has been at the forefront of the burgeoning AI cloud computing sector, achieving remarkable growth with reported revenues of $1.4 billion in its third quarter, a 134% increase year-over-year. With a substantial revenue backlog of $55 billion, nearly four times what they had at the start of 2025, CoreWeave is positioned as a key player in the market.
The company operates an advanced cloud platform that supports AI workloads and collaborates with industry giants like Meta and OpenAI. Despite facing some challenges, including a reduction in its 2025 revenue guidance due to construction delays from a third-party data center provider, demand for CoreWeave’s services continues to be strong. The company has increased its active power capacity to approximately 590 megawatts and has contracted for a total of 2.9 gigawatts, with expectations for the majority of this capacity to be operational within the next 12 to 24 months.
CoreWeave has shown a proactive approach in financial management, having raised $14 billion in capital during the first nine months of 2025 and planning for a substantial increase in capital expenditures in 2026. The company’s growth strategy centers on its proprietary Mission Control software, which helps optimize AI cloud operations while prolonging the lifespan of expensive GPU chips.
Furthermore, CoreWeave has made strides in diversifying its customer base, reducing reliance on a small number of clients. By the third quarter of this year, no single customer accounted for more than 35% of the revenue backlog, a marked improvement from 85% at the beginning of the year. This shift has contributed to a higher quality of clientele, with over 60% of the revenue backlog now coming from investment-grade entities.
Looking ahead, analysts predict that CoreWeave’s revenues may soar to $29 billion by 2028, with an adjusted earnings per share forecasted at $4.51. This optimistic outlook, coupled with a reasonable forward earnings multiple of 35x, suggests that CRWV stock could potentially experience a gain of over 55% within the next two years. Current analyst sentiment is generally positive, with 14 out of 30 analysts recommending a “Strong Buy” for CRWV stock, which has a price target averaging $124.70, exceeding its current price of $101.
The ongoing developments and growth trajectory of CoreWeave underscore the potential benefits of investing in companies at the forefront of AI technology, particularly as demand for AI infrastructure continues to escalate.