CoreWeave
Platinum-tier neocloud and the only company in the top tier of ClusterMAX 2.0. 2025 IPO. NVIDIA strategic partner. Microsoft and Meta together represent ~$35B+ in known multi-year commitments.
Chapters
00Start HereWhy CoreWeave matters; how to read this guide.
01The CompanyFrom crypto-mining (Atlantic Crypto) to AI neocloud. Founders, funding, IPO.
02InfrastructureDatacenter footprint, GPU inventory at scale, NVIDIA reference designs.
03The Microsoft Deal$10B+ in committed capacity. What it means; what it costs.
04The Meta Deal$14B + $21B in arrangements through 2032. Buy-or-build calculus.
05The NVIDIA RelationshipStrategic backer, customer, supplier. Allocation, GPU lottery.
06Product & CommercialPricing model, contract shapes, reserved capacity, premium positioning.
07CustomersWho runs production AI on CoreWeave — research labs, large model trainers, enterprise.
08Financial ShapeRevenue, growth, capital expenditure, debt structure, profitability path.
09Competitive PositioningCoreWeave vs hyperscalers, vs Crusoe, vs Lambda, vs Nebius.
10OutlookWhere CoreWeave goes from here.