CoreWeave und The Long Game: Warum die heutige Al -Infrastruktur -Skeptiker die Cloud -Zweifel von gestern wiederholen
https://open.substack.com/pub/financialstack/p/coreweave-and-the-long-game-why-todays?r=5dthl2&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
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This article explores how CoreWeave—a once-obscure GPU cloud provider-is positioning itself to become the next major hyperscaler in the Al era, drawing direct parallels to AWS’s early days when skeptics dismissed cloud computing as a niche market. Just as AWS’s relentless infrastructure investment reshaped the internet economy, CoreWeave’s aggressive bet on Al-optimized compute could redefine how artificial intelligence is developed and deployed at scale.
The discussion is highly relevant because it touches on several critical themes:
The evolution of Al infrastructure – Will specialized providers like CoreWeave dominate, or will hyperscalers (AWS, Azure, Google) adapt and absorb this demand
The sustainability of GPU-driven Al growth – With NVIDIA’s chips in short supply, how will the industry scale efficiently?
Long-term vs. short-term thinking in tech – Many dismissed AWS in its infancy, just as critics now question CoreWeave’s capital intensity. History suggests that infrastructure winners often emerge from bets that seem irrational at the time.
If CoreWeave succeeds, it could accelerate Al innovation by providing faster, cheaper, and more efficient GPU access-potentially lowering barriers for startups and researchers. If it fails, it may signal that Al compute will remain under hyperscaler control, reinforcing Big Tech’s dominance. Either way, the battle over Al infrastructure will shape the next decade of technological progress.
Try this instead: https://www.wheresyoured.at/core-incompetency/
“We will outperform hyperscalers by focusing only on one facet of ML compute” does not seem like a good long term strategy.