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CoreWeave’s $100 Billion AI Backlog Could Change Everything

Rick Orford Written by: Rick Orford
Mike Reyes Edited by: Mike Reyes
Last Updated June 1, 2026
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CoreWeave (NASDAQ:CRWV) is becoming one of the market’s most direct bets on AI infrastructure demand. Its backlog has surged toward hyperscaler territory, NVIDIA is deepening its relationship, and GPU capacity remains tight. The bullish case is powerful, but rising capex and debt make this one of the more volatile AI stories on Wall Street.

Stock prices used were the market prices of May 22, 2026. The video was published on May 31, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.

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