The AI Infrastructure News Driving Markets on Dec. 19, 2025
December 19, 2025 is shaping up as a “tell” for the next phase of the AI trade — the phase after the initial Nvidia-fueled boom, when the market starts obsessing over who can deliver AI compute at scale, finance it responsibly, and power it reliably.
At the center of that debate sits CoreWeave (NASDAQ: CRWV), the specialist “neocloud” that has become a proxy for both sides of the AI narrative: breathtaking demand and backlog on one hand, brutal capital intensity and execution risk on the other. Today’s headlines add fresh fuel to that tug-of-war — including U.S. government moves affecting Nvidia (NASDAQ: NVDA), a sentiment-boosting development for Oracle (NYSE: ORCL), and a federal research initiative that directly features…
