Coreweave
Another NeoCloud company mentioned in the early contingent.
Common Themes
Videos Mentioning Coreweave
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
All-In Podcast
A company that provides cloud infrastructure for AI training, securing a $2.3 billion loan. It's described as an 'AWS for GPUs,' allowing users to rent compute instead of buying hardware, though its long-term viability is questioned.
NVIDIA CEO Jensen Huang GTC 2026 Full Keynote
Yahoo Finance
Described as the world's first AI native cloud, a company specifically built to host GPUs for AI clouds, partnering with NVIDIA.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
All-In Podcast
Another NeoCloud company mentioned in the early contingent.
Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!
All-In Podcast
Cited as an example of a new company in the capital markets that can get funded with billions, suggesting that monopolies on building new monopolies are over.
SF Compute: Commoditizing Compute
Latent Space
A cloud provider that was successful by locking in long-term contracts and focusing on customers with low credit risk, differentiating itself from traditional CPU cloud models.
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
All-In Podcast
An AI infrastructure company building large-scale compute for hyperscalers, specializing in purpose-built cloud for AI.
Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494
Lex Fridman
A specialized cloud provider for large-scale GPU-accelerated workloads; mentioned as a new company joining NVIDIA's ecosystem.