Market commentator Jim Cramer highlighted CoreWeave's crucial role for NVIDIA on December 29, 2025. Cramer stated that NVIDIA relies on CoreWeave to manage and build essential data center sites.
Cramer's bullish comments follow significant headwinds for CRWV shares. The stock has lost 45% of its value since late October, driven by investor concerns regarding a slowdown in data center construction and fears of a potential AI bubble.
The commentary addresses recent market volatility and analyst actions, including lowered price targets from both Citi and Mizuho in December. Cramer aimed to reassure investors by emphasizing CoreWeave’s integral position within the AI infrastructure ecosystem and its strong relationship with the leading AI chipmaker.