CoreWeave is doubling down on its AI infrastructure play, announcing a $6 billion investment in a new Pennsylvania data center—its biggest yet. Coming just a week after acquiring Core Scientific, this latest move cements CoreWeave’s strategy to own the full AI stack from chips to power. Investors cheered, sending the stock up 9% on the news.

CoreWeave’s stock slid after buying Core Scientific, even as bulls like Jim Cramer cheered. At TheMarketAI.com, we think investors wanted pure, explosive market share growth — and a vertical integration may be confusing the message.

CoreWeave’s $9 billion acquisition of Core Scientific marks a bold push to control critical AI infrastructure, unlocking long-term savings and power capacity — even as markets digest the ambitious move.

Explore the booming AI hyperscaler supply chain, from Nvidia GPUs to massive data centers powering ChatGPT and beyond. As demand soars, even giants like AWS scramble, creating openings for players like CoreWeave. We break down this modern AI factory network and the billions flowing into it.

As AI booms, it’s the data centers and cloud providers like CoreWeave that could emerge as the real winners—just like the merchants of the Gold Rush.