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Last updated: 2026-04-29 14:50:19 ET
Pulse AI Brief
Updated Apr 29, 2026 1:10 PM ET
Cloud infrastructure provider CoreWeave announced expanded partnerships with OpenAI and Perplexity, signaling deepening relationships with major AI players. Wells Fargo upgraded its outlook on the company, citing the strategic value of these partnerships for GPU and compute capacity.
CoreWeave's visibility into AI infrastructure demand strengthens its competitive moat and justifies premium valuations. The stock should outperform broader cloud infrastructure peers as investors rotate toward pure-play AI compute providers.
The partnerships reinforce the critical bottleneck in AI deployment: compute capacity. CoreWeave's role as a dedicated GPU provider positions it as essential infrastructure for the AI arms race.
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