Locator: 51384COREWEAVE.
CoreWeave.
Query: CoreWeave seems to have its fingers in a lot of pies. Exactly what is it doing now? Who's paying them to do what?
Query:
CDs, clouid computing facitlities. Simplified: 1) Caterpillar to move the earth; 2) various contractors to build the facility shell; 3) CoreWeave to truck in / then rent Nvidia racks; 4) Cisco to wire the racks; 5) engineers from various hyperscalers (MSFT, AWS, META) to complet the task at their company-operated facility?
Reply:
Power and cooling were not included in the above.
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I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken. I am inappropriately exuberant about the US economy and the US market. I am also inappropriately exuberant about all things Apple. See disclaimer. This is not an investment site. Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market. I am also inappropriately exuberant about all things Apple. And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM. Longer version here.
