CoreWeave (CRWV) stock has received a positive call from Bank of America (Bank of America) about a $79 billion AI infrastructure-as-a-service opportunity. The firm sees a bigger opportunity ahead due to a shortage of access to compute, power, and infrastructure due to intense demand for AI infrastructure. The demand for these services is outpacing supply, leading to a significant imbalance in the industry as companies race to build and deploy AI models. However, analysts expect demand to exceed supply for years, with companies tied closely to major players like Nvidia and OpenAI. They also highlighted CoreWeave's positioning in a rapidly expanding market and potential to gain share in the $79bn market. Despite this, delays in power availability, hardware delivery, or customer ramp schedules remain key risks. The company’s backlog for the end of 2025 has grown to $66.8 billion, four times four times where it began the year, providing exceptional visibility as we scale into 2026 and beyond.