Keep pulling the thread on Corey Sanders.
Corey Sanders states that major public cloud providers approach CoreWeave to use its infrastructure for some of their own workloads or customers.
CoreWeave has acquired the MLOps company Weights & Biases.
Corey Sanders believes the AI revolution creates an opportunity for CoreWeave to become a "best-in-class" provider for high-cost, business-critical AI workloads, similar to how Snowflake and Databricks emerged in the analytics space.
Corey Sanders argues that CoreWeave's exclusive focus on AI workloads allows it to make simplifying design assumptions that are difficult for general-purpose public clouds to adopt.
Corey Sanders asserts that CoreWeave's "laser focus" on AI use cases is a sustainable competitive advantage that allows for faster innovation and differentiation compared to general-purpose clouds.
Lucas Biewald states that the market for GPUs is so supply-constrained that CoreWeave is at capacity, and potential customers must effectively sell themselves to the sales team to acquire resources.
Corey Sanders notes that very few providers in the world can operate 10,000 NVIDIA GB200 GPUs, highlighting a significant supply constraint for customers requiring that scale of compute.
Corey Sanders predicts that the level of quality, performance, and capability that CoreWeave delivers today will not be sufficient to win workloads in two years, necessitating continuous innovation.
Corey Sanders asserts that CoreWeave is the best platform for running AI training workloads.
CoreWeave has developed a proprietary caching solution called "Lotta Cache" designed to maximize data throughput to GPUs for AI workloads.
CoreWeave's focus on AI allows it to proactively build data centers with large-scale liquid cooling, an advantage over general-purpose public clouds which find it harder to dedicate space to such specialized infrastructure.
According to Corey Sanders, access to some of the latest and most powerful GPUs is contingent on having liquid cooling infrastructure, as it is a requirement for their operation.