Key PointsCoreWeave's OpenAI contracts and fast growth highlight its leverage to AI demand. 10 stocks we like better than CoreWeave ›Investors do not have to look far for signs that artificial intelligence (AI) capital spending is still ramping. With this in mind, two stocks stand out as direct beneficiaries of rising AI infrastructure demand: CoreWeave and Oracle. Both are tied to expanding GPU capacity and AI workloads -- one as a pure-play AI cloud company, the other as a scaled enterprise platform whose cloud infrastructure is suddenly in high demand. CoreWeave: Pure-play exposure with concentration riskCoreWeave's latest quarter showed how quickly this AI cloud upstart is scaling.