Coreweave
American cloud computing company
Every podcast mention of Coreweave in one pod.
11 videos. Track how it's discussed, by whom, and what experts actually think.
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.
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
All-In Podcast
A 'neo cloud' provider that was 'saved' by NVIDIA's strong earnings, enabling it to secure asset-backed financing for GPUs at low rates and sign 6-year contracts.
One Chinese AI Model Wiped Out $1 Trillion In A Single Day — And They're Just Getting Started
Tom Bilyeu
A cloud company in which NVIDIA has invested and has committed to buying its unused capacity, contributing to circular financing concerns.
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
All-In Podcast
GPU rental business mentioned as an example of companies trading at low multiples, and seeing a 40% trade down in July.
Raoul Pal on Why China Is Dumping Dollars For Gold Right Now
Tom Bilyeu
Mentioned as a company whose credit spreads are indicators for the AI super cycle, and its debt is cited as a potential point of failure for special purpose vehicles.