Sectivia

CoreWeavevs.Microsoft

CRWV vs MSFT · both in Cloud platforms, part of the AI & digital infrastructure value chain: Rents out the compute, the 'power grid' of the AI era.

Microsoft is about 64× larger than CoreWeave by market cap; year to date, CoreWeave leads (+20.4% vs +0.8%).

Supply-chain link: CoreWeave supplies Microsoft.

Side by side

CRWVMSFT
Market cap$57.6B$3.7T
Price$88.04$491.71
Today+2.1%+0.9%
Return YTD+20.4%+0.8%
Return 1Y−8.2%−3.9%
P/E27.7
P/S9.211.1
P/B12.18.4

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

CoreWeaveCRWV

NASDAQ · USA

Rents out GPU capacity and nothing else. CoreWeave listed in 2025 with Nvidia as both investor and supplier.

Cloud infrastructureAI compute
Full CRWV profile →

MicrosoftMSFT

NASDAQ · USA

No software company is bigger, and few have as many places to put AI: Azure rents the infrastructure, Copilot sells the assistant inside Microsoft 365 and GitHub, Maia is a chip of Microsoft's own, and the OpenAI partnership sits underneath much of it.

Cloud infrastructureAI softwareEnterprise AI
Full MSFT profile →

More CRWV & MSFT comparisons

Other head-to-heads in the Cloud platforms segment.

See where CRWV and MSFT sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →