Strategy Simplified S21E6: Inside the Company Powering the AI Boom
Nov 11, 2025
29:37
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.
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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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