CoreWeave ($CRWV) is poised for significant growth, with NVIDIA ($NVDA) providing a crucial "backstop" for future leases, enhancing CRWV's competitiveness against hyperscalers and potentially benefiting Galaxy Digital ($GLXY) through increased payments. This partnership, alongside a new hyperscaler deal for GLXY's data center business, suggests strong tailwinds for both companies in the AI infrastructure space. NVIDIA's $2 billion investment in CRWV at $87.20/share further solidifies this strategic alliance.