This Monster Artificial Intelligence (AI) Data Center Stock Is the Real Winner From Google’s Deal with OpenAI (Hint: It’s Not Nvidia)

While the world fixates on NVIDIA’s dominance in AI chips, a quiet revolution is unfolding in the data center landscape. Google Cloud’s recent partnership with OpenAI isn’t just a tech alliance—it’s a pivot toward a new breed of intelligent automation infrastructure, and the real winner isn’t a chipmaker but a company that’s redefining how AI compute is delivered. Unlike industrial automation, which relies on tangible automation equipment to streamline production, intelligent automation in the AI era demands dynamic, scalable computing resources—and CoreWeave (CRWV) is positioned to be the backbone of this transformation.

The OpenAI-Google Pact: A Shift in AI Infrastructure Dynamics

For years, Microsoft’s $10 billion investment in OpenAI tied the AI pioneer to Azure’s compute resources. But the new partnership with Google Cloud signals a strategic shift: OpenAI is diversifying its infrastructure partners to meet the exponential demand for AI training and inference. Here’s why this matters:

• Compute as the New Core of Intelligent Automation: Just as industrial automation equipment optimizes factory floors, AI requires specialized compute infrastructure to power intelligent automation tools like ChatGPT. Google Cloud’s deal with OpenAI isn’t just about cloud services—it’s about accessing the massive GPU clusters needed to run cutting-edge AI models.
• Enter CoreWeave: The Unsung Infrastructure Provider: While Google Cloud takes the spotlight, CoreWeave is the  (unsung hero) supplying the compute power. The company’s $11.2 billion deal with OpenAI with a focus on high-performance GPU clusters, combined with its role in supporting Google’s infrastructure resale to OpenAI, positions it as the critical link in the AI compute chain.

Why CoreWeave Is the Real Winner in Intelligent Automation Infrastructure

CoreWeave isn’t just another cloud provider—it’s a specialist in AI-optimized intelligent automation infrastructure:

• Cloud-Based GPU Rental: The New Automation Equipment for AI: Unlike traditional data center operators, CoreWeave offers a pay-as-you-go model for GPU resources. This is revolutionary for AI developers who can’t afford to buy NVIDIA’s expensive chips upfront—much like how industrial automation equipment leasing transformed manufacturing flexibility.
• Explosive Demand Validated by RPO Growth: CoreWeave’s 63% increase in remaining performance obligations (RPO) isn’t just a number—it’s a testament to how AI companies are flocking to its intelligent automation infrastructure. The OpenAI deal alone accounts for a significant chunk of this growth, solidifying CoreWeave’s status as a go-to provider for compute-heavy AI tasks.
• Strategic Partnerships Beyond OpenAI: By working with both Google Cloud and OpenAI, CoreWeave is positioning itself at the intersection of multiple AI ecosystems. This is analogous to how industrial automation suppliers who partner with multiple manufacturers gain market dominance—except here, the playing field is the $1.5 trillion AI infrastructure rush.

Is CoreWeave Stock a Buy? Balancing Hype with Reality

Wall Street is bullish for good reason:

• Revenue Growth and Profitability Trajectory: The company is expected to triple revenue and turn profitable in just a few years—a rare feat for a young firm. The OpenAI partnership adds fuel to this growth, as CoreWeave becomes the go-to for AI compute scaling.
• The Risks of IPO Momentum: With a 300% price surge in two months, the stock is undeniably overbought. IPO hype can be fleeting, and investors should learn from industrial automation’s history: Companies that deliver sustained innovation (not just short-term hype) are the ones that thrive.

But here’s the key distinction: CoreWeave isn’t just another tech stock. It’s the infrastructure provider for the intelligent automation revolution, much like how automation equipment providers defined the industrial age. The difference? AI’s compute needs are growing exponentially, and CoreWeave is positioned to ride that wave.

Conclusion: CoreWeave and the Future of Intelligent Automation Infrastructure

The OpenAI-Google deal isn’t just about two tech giants teaming up—it’s a sign that the AI industry is maturing, and intelligent automation infrastructure is becoming as critical as the AI models themselves. CoreWeave, with its focus on high-performance compute and strategic partnerships, is shaping up to be the backbone of this new era.

For investors, the lesson is clear: In the age of intelligent automation, the companies that provide the essential infrastructure—much like the automation equipment that powered the industrial revolution—will be the enduring winners. While CoreWeave’s recent stock run-up demands caution, its role in enabling AI’s next wave of innovation makes it a compelling long-term play. As the world shifts from talking about AI to building AI-powered intelligent automation systems, CoreWeave is quietly building the infrastructure that will make it all possible.