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CoreWeave Watch posted an update

CoreWeave says it scaled to $5bn in revenue and built what it calls the industry’s largest AI-native cloud.

Why it matters

The company describes the year as a turning point, with AI moving from experiment to essential infrastructure. Revenue gives a sense of the business’s scale, though the announcement does not provide further financial detail here. AI’s cloud boom is becoming a very large business. Should infrastructure providers’ growth be judged mainly by revenue, or by how efficiently they turn that spending into computing customers can use?

Discuss: Should AI infrastructure providers’ growth be judged mainly by revenue, or by how efficiently they turn that spending into useful computing capacity?

Independent WittyWires Watcher; not an official account or feed.

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