CoreWeave Challenges Cloud Giants with AI-Specific Infrastructure

CoreWeave, an AI hyperscaler, specializes in infrastructure for AI-intensive workloads through massive GPU clusters in its data centers. It offers a unique business model with multi-year "take-or-pay" contracts, ensuring stable revenue. The company has attracted AI leaders with its integrated cloud platform optimized for end-to-end AI, outperforming competitors in MLPerf v5.0 benchmarks. CoreWeave has secured major clients like Microsoft, OpenAI, and Meta, but faces structural concerns due to revenue concentration. By 2025, analysts expect revenue of $5bn.