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Just For You CoreWeave Just Landed a Deal That Signals Where AI Is HeadedAuthored by Jeffrey Neal Johnson. Article Published: 3/5/2026. 
Key Points - CoreWeave's specialized, high-performance infrastructure provides a crucial advantage in the demanding and rapidly growing AI inference market.
- A deep technical partnership with NVIDIA, which includes a coveted industry certification, validates CoreWeave's platform as a world-class solution.
- An extensive backlog of long-term contracts provides significant visibility into future revenue and underpins the company's strategic growth investments.
- Special Report: Have $500? Invest in Elon's AI Masterplan
A recent partnership sent a clear market signal about the future of artificial intelligence (AI) — and it has little to do with the training hype that has dominated headlines. When specialized cloud provider CoreWeave (NASDAQ: CRWV) saw its stock rise after announcing a multi-year deal with AI-native search company Perplexity, it was more than just another customer win. Silver Is Now a Growth AND Income Play For decades, silver paid nothing. That just changed. One tiny ETF is delivering 20% annualized distributions plus 68% share appreciation in just 5 months. Click here to learn more about this fund. While Wall Street has focused on CoreWeave's aggressive spending, this alliance highlights where the durable, long-term revenue in the AI revolution is likely to come from. A Bellwether Deal for the New AI Battleground Perplexity, a company built on delivering fast, accurate AI-powered answers, has entrusted its critical workload to CoreWeave. Specifically, the agreement covers Perplexity's AI inference operations — a distinction that underscores a fundamental shift in the AI market. For several years the narrative centered on training: the computationally massive, periodic process of teaching a model on huge datasets. Training is essential but episodic. Inference is different — it's the continuous, high-volume process of using that trained model to generate answers and predictions for millions of users in real time. If training is building the library, inference is everyone checking out books, 24/7. Inference workloads demand consistently low latency because real users are waiting for answers; any delay undermines the experience. While training is a marathon, inference is a never-ending series of sprints. Perplexity's decision to choose CoreWeave over general-purpose cloud giants is therefore a bellwether: for revenue-generating, latency-sensitive AI applications, specialized infrastructure is not just preferred — it's often necessary. Built Different: CoreWeave's Performance Edge CoreWeave's wins in inference reflect a core architectural advantage. The company offers a GPU-first, bare-metal cloud purpose-built for AI. That design gives clients direct access to underlying hardware, reducing software layers and operational overhead that can introduce latency. This specialization creates a measurable performance gap with legacy hyperscalers, whose platforms are designed to be versatile rather than optimized for inference. For investors, the distinction is simple: - CoreWeave (Specialized): The Formula 1 car of the cloud world — engineered to deliver maximum speed and performance for demanding AI workloads.
- Legacy Hyperscalers (Generalized): The SUV — versatile and reliable for many tasks like web hosting and storage, but not optimized for the high-octane racetrack of inference.
That performance edge is more than marketing: it's validated by one of the industry's most important names, NVIDIA (NASDAQ: NVDA). NVIDIA's partnership with CoreWeave goes beyond its recent $2 billion investment and functions as a technical endorsement. CoreWeave earned NVIDIA's Exemplar Cloud status, a certification that signals high standards for performance, reliability, and security. For enterprise customers, that stamp of approval reduces deployment risk and assures them they are running workloads on a world-class platform. The alignment also gives CoreWeave early access to next-generation NVIDIA technology like the Rubin platform, helping preserve its competitive moat. Investing in Certainty, Not Speculation Critics point to CoreWeave's aggressive spending and current net losses. The company guided for $30 to $35 billion in capital expenditures for 2026, which understandably raises near-term profitability concerns. Viewed in isolation, that number is striking. But framed properly, much of that spending is a calculated investment to deliver capacity already contracted by customers. The most persuasive counterargument is CoreWeave's $66.8 billion in contractually secured revenue backlog. The company isn't building data centers on hope; it's deploying capacity that long-term customers have already committed to. The backlog's quality further reduces financial risk: average contract length has increased to roughly five years, providing visibility and stability for future cash flows. CoreWeave's ability to raise over $18 billion in capital in 2025 while lowering its average cost of borrowing also signals strong institutional confidence. That aggressive investment is what positions CoreWeave to lead the inference market for years to come. What the Market May Be Missing CoreWeave's positioning in the inference market shapes its valuation potential. While the stock recently traded around $79.50, the consensus price target from 30 Wall Street analysts is $124.34, implying meaningful upside. That gap suggests some market participants may still be valuing the company based on the high costs of its current build-out rather than the recurring revenue its infrastructure is set to generate in the inference era. CoreWeave's own projections, supported by its backlog, call for exiting 2026 with an annualized revenue run rate of $17 to $19 billion — more than double its base a year earlier. As it converts backlog into revenue and announces additional high-profile inference customers like Perplexity, the valuation gap could narrow. An Essential Cloud for the Inference Era For investors assessing the evolving AI landscape, the smarter lens may be to look past training headlines and focus on the less-discussed but potentially more profitable inference market. Companies building high-performance infrastructure for this phase are positioning themselves for durable, long-term growth. The CoreWeave–Perplexity deal is compelling evidence that CoreWeave has established itself as a primary contender in this new gold rush for inference infrastructure.
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