Coreweave

CoreWeave is a cloud provider that offers flexible compute resources. CEO Michael Intrator, Chief Strategy Officer Brannin McBee and Chief Technology Officer Brian Venturo founded the company in 2017.

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The Briefing

AWS Joins OpenAI Club

By Martin Peers · Nov 3, 2025 5:00pm PST
If you’re tired of the seemingly endless parade of AI cloud deals, better get comfortable with them: They’re not going away anytime soon. On Monday, for instance, Microsoft struck deals with two little-known cloud firms, Lambda and Australia’s Iren, for additional computing capacity. Another firm, Cipher Mining Inc. announced a similar deal to... If you’re tired of the seemingly endless parade of AI cloud deals, better get comfortable with...
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AI Agenda

What Ilya Saw: Mira Murati’s Screenshots About Sam Altman

By Amir Efrati · Nov 3, 2025 7:00am PST · 1 comment
Before we get to today’s column, OpenAI is continuing its trend of diversifying its cloud compute providers away from Microsoft. Monday morning, the ChatGPT maker announced that it has signed a seven-year, $38 billion cloud deal with Amazon Web Services. OpenAI will immediately start using compute from AWS, with the goal to deploy all capacity... Before we get to today’s column, OpenAI is continuing its trend of diversifying its cloud compute...
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The Briefing

Amazon’s Cloud Lifts

By Martin Peers · Oct 30, 2025 5:10pm PDT
The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud unit, Amazon Web Services, accelerated revenue growth by nearly 3 percentage points to 20% in the third quarter, its fastest rate of expansion since the end of 2022. That means AWS, by far the biggest of the major cloud firms, has joined its nearest... The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud...
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The Briefing

Questions About CoreWeave’s Shopping Spree

By Ken Brown · Jul 7, 2025 5:00pm PDT
In just three months, CoreWeave has gone from an iffy IPO candidate to a financial monster gobbling up rivals. That’s what a 300% stock rally can do.CoreWeave’s $9 billion bid, announced Monday, for its rival in the artificial data center business, Core Scientific, has far more significance than just a flashy deal. It also shows the dominance of... In just three months, CoreWeave has gone from an iffy IPO candidate to a financial monster...
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Dealmaker

Why CoreWeave’s Stock Surge Might Surprise the Doubters

By Cory Weinberg · Jun 3, 2025 3:13pm PDT · 2 comments
The most dangerous game in artificial intelligence investing right now is CoreWeave. Retail traders have helped bid up its stock price by 277% since its lackluster initial public offering, powering its market valuation from $23 billion to a remarkable $72 billion in two months. “It’s the most incredible thing I’ve ever seen,” one hedge fund... The most dangerous game in artificial intelligence investing right now is CoreWeave. Retail...
Google campus photo by Getty. Art by Mike Sullivan.
Exclusive

Google in Advanced Talks to Rent Nvidia AI Servers From CoreWeave

By Aaron Holmes, Stephanie Palazzolo and Anissa Gardizy · Apr 2, 2025 12:32pm PDT · 1 comment
Google is in advanced talks to rent state-of-the-art Nvidia Blackwell chips for running artificial intelligence from CoreWeave, an upstart cloud provider, according to two people briefed about the situation. The potential deal shows how major Nvidia customers like Google are struggling to get enough of its chips to meet rising demand from... Google is in advanced talks to rent state-of-the-art Nvidia Blackwell chips for running...