CoreWeave's growth was fueled by strategic partnerships and investments, including a $100 million investment from Magnetar and a $12 billion deal with OpenAI. The company now operates 32 data centers with 250,000 GPUs, including Nvidia's Blackwell chips. Despite its $7.6 billion debt, CoreWeave has structured customer deals to cover these costs. The founders acknowledge their success as a mix of strategic decisions and fortunate opportunities, transforming from crypto miners to leaders in AI infrastructure.
Key takeaways:
- CoreWeave's IPO raised $1.5 billion with a $14 billion market cap, making it the largest AI-related listing to date, despite a lukewarm market reception.
- The company started as a crypto mining venture using consumer GPUs, eventually becoming the largest Ethereum miner for a period.
- CoreWeave transitioned to AI training by partnering with EleutherAI, which led to significant business growth and partnerships with companies like Stability AI and OpenAI.
- Despite having $7.6 billion in debt, CoreWeave has structured customer deals to cover GPU-related expenses, and it has grown to operate 32 data centers with 250,000 GPUs.