CoreWeave: Building AI infra on rented foundations

CoreWeave isn't selling shovels. It's buying someone else's, and operating on someone else's land

Introduction: An Empire Built on a Shaky Foundation

CoreWeave is a prominent player in the growing AI infrastructure market. It positions itself as a GPU-optimized cloud provider, offering compute capacity to startups and enterprises building and deploying large AI models. And it is operating this business at a time when access to Nvidia hardware is both…