CoreWeave Stock Gets All the Headlines, but This AI Pick Could Outperform It

CoreWeave (NASDAQ:CRWV) It has been in the spotlight since its initial public offering last year thanks to its role in the artificial intelligence (AI) market. The company is renting capacity for AI workloads, something that’s desperately needed right now, and that’s translating into explosive growth and stock price performance. Even supported by CoreWeave NvidiaThe artificial intelligence giant has shares in the company.

All of this has put CoreWeave in the headlines, but that doesn’t mean it will be the biggest AI winner over time. The AI ​​selection below may perform better than this.

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This company also operates cloud marketbut it is much larger than CoreWeave and offers a wider range of services. I’m talking about Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL). While CoreWeave focuses on AI, Alphabet sells both AI and non-AI cloud offerings. This is positive because it allows Alphabet to capitalize on the AI ​​growth story while generating revenue from a broader range of customers.

Alphabet is not new to the cloud space, as it has been growing Google Cloud since 2008 and has become a major player in the industry. This is positive because companies that currently rely on Google Cloud can now turn to Google Cloud for their AI needs. So it is well positioned to benefit from the AI ​​revolution.

And those gains have already begun, with Google Cloud revenue rising rapidly in recent quarters. For example, cloud revenue recently increased by 48% to $17 billion, driven by demand for artificial intelligence infrastructure and solutions. This shows that AI is accelerating an already thriving business.

Alphabet’s AI developments, from its big language model Gemini to its own in-house designed chips, serve cloud customers but also help the company’s Google Search business, its main source of revenue. Alphabet generates the lion’s share of its revenue through ads on Google, and Gemini helps in two ways. It improves the search results that will allow us to search on Google and simplifies the advertising process. All of this could cause advertisers to spend more on Google ads.

Now let’s consider stock performance. CoreWeave is up nearly 100% in the past year, while Alphabet is up about 85%.

Both stocks have clearly performed well over this relatively short period, and I remain optimistic about the future of these players. However, Alphabet is a revenue machine that seems unstoppable due to its vast cloud business and the power of Google Search. Because, Alphabet may outperform in the long run – even if CoreWeave makes headlines.

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Adria Cimino It has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Nvidia. The Motley Fool has a feature disclosure policy.

CoreWeave Stock Takes All the Headlines, But This AI Pick Could Outperform originally published by The Motley Fool