Send us a textCoreWeave 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 mattersHow $55B in backlog signals explosive demandWhy data centers, not apps, may define the next AI waveWhat an “AI capex bubble” could look likeA fast, insightful breakdown of the infrastructure race behind AI’s biggest players. Partner Links:Learn more about NordStellar's Threat Exposure Management Program; unlock 20% off with code BLACKFRIDAY20 until Dec. 10, 2025Chapters 02:57 CoreWeave's Financial Performance and Market Position05:52 Understanding CoreWeave's Role in AI Architecture08:34 Customer Relationships and Demand for AI Infrastructure11:33 Competitive Landscape and Capital Requirements14:10 The Bubble Discussion: AI Market Dynamics17:03 National Security and Data Center Infrastructure20:36 CoreWeave's Business Strategy and Future OutlookListen to the Market Outsiders podcast, the new daily show with the Management Consulted teamConnect 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 ([email protected]) with questions or feedback.

Ver todos los episodios