Overview

• On Sept. 15, analyst Brad Zelnick placed a Catalyst Call: Buy on CoreWeave as a tactical idea while keeping a longer-term Hold rating.
• Deutsche Bank describes AI infrastructure demand as almost insatiable and likely to outstrip supply in the near to medium term.
• The firm points to meaningful powered shell capacity slated to come online over the next 12–18 months that is not yet contracted.
• Identified near-term triggers include the company’s upcoming Q3 report, potential new customer agreements, and incremental datacenter capacity.
• Recent context includes a $6.3 billion Nvidia commitment to purchase any unsold capacity through April 2032, which helped lift CoreWeave shares on Sept. 15; Nvidia owns roughly 7% of the company.