Altimeter Capital CEO Brad Gerstner articulated a strong bullish case for CoreWeave, distinguishing the firm from other AI cloud providers. Speaking in a CNBC interview, Gerstner confirmed his firm’s continued investment, citing CoreWeave’s substantial revenue backlog of $55.6 billion.
The CEO highlighted CoreWeave’s crucial partnership with Nvidia. This relationship positions the company to be among the first to deploy the next-generation Rubin platform.
Analysts confirm the company’s impressive financial performance. CoreWeave’s revenue more than doubled year-over-year in the third quarter of 2025, reaching $1.36 billion.
This bullish view emerges amid ongoing debate regarding the company’s high debt and recent insider selling. Gerstner argues the market overlooks CoreWeave’s unique position and strong customer contracts with major AI labs, cementing its status as a key long-term player in AI infrastructure.