S21E6: Inside the Company Powering the AI Boom
Update: 2025-11-11
Description
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.
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
Additional Reading
- CoreWeave's stock slides on weak guidance even as revenue more than doubles (CNBC)
- CoreWeave to acquire Core Scientific in $9 billion all-stock deal (CNBC)
- CoreWeave Q3 Earnings
- Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team
Connect With Management Consulted
- Schedule free 15min consultation with the MC Team.
- Watch the video version of the podcast on YouTube!
- Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights!
- Join an upcoming live event - case interviews demos, expert panels, and more.
- Email us (team@managementconsulted.com) with questions or feedback.
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