S21E6: Inside the Company Powering the AI Boom

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CoreWeave isn’t OpenAI or Nvidia, but it’s powering both.

We unpack how this lesser-known company became essential to the AI ecosystem, including:

• What CoreWeave actually does and why it matters
• How $55B in backlog signals explosive demand
• Why data centers, not apps, may define the next AI wave
• What an “AI capex bubble” could look like

A fast, insightful breakdown of the infrastructure race behind AI’s biggest players.

Chapters

• 02:57 CoreWeave's Financial Performance and Market Position
• 05:52 Understanding CoreWeave's Role in AI Architecture
• 08:34 Customer Relationships and Demand for AI Infrastructure
• 11:33 Competitive Landscape and Capital Requirements
• 14:10 The Bubble Discussion: AI Market Dynamics
• 17:03 National Security and Data Center Infrastructure
• 20:36 CoreWeave's Business Strategy and Future Outlook

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