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CoreWeave has reported that it currently has ten times as much qualified demand as available capacity through the end of 2027, and demand for 2028 is already several times larger than what it can provide, even before this capacity is brought formally to market.
Puru Saxena, an investment commentator and ex-fund manager, noted that artificial intelligence stocks are currently out of favor but suggested this situation is unlikely to last.
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Saxena has previously highlighted periods of heavy tech stock selling that aligned with major market lows, as reported in one of his recent articles. He also noted AMD's strong Q3 earnings and positive guidance, emphasizing confidence from company leadership on continued growth. These observations provide context for his current perspective on artificial intelligence stocks.