GPU Cloud Startups Advancing AI Technology

🚨 CoreWeave went public in March. 98 days later, it’s worth over $70B. That’s not just a strong debut — it’s one of the fastest value climbs in modern infra IPO history. For context: • Snowflake hit 4× in 10 months • Datadog took 15 • CoreWeave? Just over 3 📈 Behind the numbers: • $16M → $229M → $1.9B revenue in 2 years • 74% gross margin (2024) • $25.9B in remaining performance obligations — including an $11.2B OpenAI contract • Nvidia as both investor and preferred supplier 🧠 What makes CoreWeave different? It’s not competing head-on with AWS or Azure. It’s solving a problem they can’t move fast enough on: ➡️ Faster H100/B100 cluster availability ➡️ High-bandwidth fabrics optimized for LLM training ➡️ Data-locality control across US, Europe, and Asia ➡️ Flexible contracts tuned to AI-native buyers CoreWeave has positioned itself as neutral, high-performance infrastructure — the TSMC of AI compute. 📊 What to watch: • Can it turn backlog into sustained, recurring usage? • Will hyperscalers compress the GPU gap? • How long does the scarcity premium hold? ⸻ CoreWeave isn’t chasing the AI boom. It’s capitalizing on the bottlenecks holding it back. And right now, that’s a compelling place to be. #AI #CoreWeave #IPO #AIInfrastructure #GPUCloud #CloudComputing #Nvidia #TechEcosystem #GenerativeAI

$4 billion. 250,000 GPUs. A cloud no one expected. CoreWeave just became OpenAI’s secret weapon... And maybe the fourth hyperscaler. This isn’t just about extra #GPUs or cloud spillover. It’s a signal. A shift in how the #AIinfrastructure game is being played and who gets to play. Here’s why this matters: 1. Infrastructure diversification is now strategy, not contingency OpenAI relies heavily on Microsoft. But scale, risk, and performance demands are growing faster than #Azure can deliver. CoreWeave gives OpenAI: – Redundancy across geos – Faster deployment timelines – GPU-optimized infrastructure It’s not a backup plan. It’s a second engine. 2. CoreWeave is the first hyperscaler built for AI, not retrofitted for it Crypto mining roots. GPU-native architecture. Air + liquid-cooled density. CoreWeave has: – 250,000+ NVIDIA GPUs live – Record-setting MLPerf scores on GB200 – $23B in #CapEx planned for 2025 It’s not just fast. It’s focused. 3. Alt-clouds are becoming essential infrastructure The next generation of AI will not run on general-purpose clouds alone. CoreWeave, Crusoe, Lamba Labs, they’re not fringe players anymore. They’re essential to anyone scaling models at the frontier. This $4B deal is more than revenue. It’s validation that purpose-built infrastructure will define the next phase of AI. And CoreWeave just locked in its place on the front lines. #datacenters

The AI boom is forcing a rethink of infrastructure at every level - from power and cooling to global deployment strategy. In the latest episode of Uplink, I sat down with Julien Gauthier, CEO of Arkane Cloud to talk about how his Paris-based team built a 1,000-GPU cluster (scalable to 6,000) designed specifically for AI workloads. We covered: 🔧 The shift from gaming to GPU-as-a-service 🌍 Why 70% of Arkane's customers are American companies deploying inference in Europe 🧊 Liquid cooling innovations handling 135kW per cabinet 🧠 The future of GPU architecture - from H100 to Blackwell 💰 The challenge of building infrastructure before contracts are signed Julien is one of those rare founders who deeply understands both the technical and business sides of this space - and his perspective on the evolving infrastructure economy is a must-listen. 🎧 Listen or watch the full episode: https://lnkd.in/d3mW-8bi #AIInfrastructure #GPUCloud #Megaport #UplinkPodcast #Cloud #DataCenters #BlackwellGPUs Megaport