Independent AI cloud and GPU provider that went public at $40/share and saw its stock quadruple before falling on Blackstone/Google JV news.
“There's also other players like Crusoe and Firebird and there's a bunch of companies.”
Source→“Why is CoreWeave more successful at building data centers than OpenAI? It's operationally intensive. You got to focus.”
Source→“NVIDIA has its own — like Coreweave that kind of thing, and close cooperation with Neo Cloud like Coreweave. These Neo Clouds also have a strong pain point — their compute is not enough.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.