CoreWeave’s next test: From GPU scarcity to a durable AI cloud

What happened

At the same time, the hyperscalers remain deeply embedded in the application estate, and not every successful CoreWeave proof of concenpt turns into a signed customer. This analysis draws on 13 in-depth interviews and more than seven hours of interview time.

Artificial intelligence iference is growing alongside training. Notably, training is not declining at the expense of inference.

Inference is growing on a very steep curve and training workloads continue to grow as well. The question is whether CoreWeave is converting a GPU availability advantage into a durable AI cloud.

It also shows exactly where the case still needs work. Access the full slide deck with survey details in the appendix.

Notably, these results are based on in-depth conversations with CoreWeave customers and prospects that have evaluated the platform. The methodology consolidates the findings of structured conversations with open-ended answers.