Coreweave
Mentioned in 34 analyzed podcast episodes across 10 shows
A GPU cloud infrastructure provider specializing in AI compute for enterprises, research labs, and major AI companies like OpenAI and Anthropic. The company has become a focal point in podcast discussions due to its central role in the AI infrastructure buildout, substantial capex requirements, and financing challenges—including difficulties securing debt and reliance on large customer orders and investor backing from NVIDIA. Podcasts frequently reference Coreweave as a bellwether for both the sustainability of AI scaling investments and broader concerns about financing constraints in the sector.
Mentioned On
Episode Mentions
Morning Brew Daily · Apr 16, 2026
Wait, Allbirds is Pivoting to AI? & Jury Calls Live Nation a Monopoly
“GPU rental company raising prices 20%+ annually due to AI compute shortage, demonstrating market opportunity”
Dwarkesh Podcast · Apr 15, 2026
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
“AI cloud provider; NVIDIA invested up to $6.3B to support neo-cloud infrastructure”
Marketing School - Digital Marketing and Online Marketing Tips · Apr 15, 2026
This Guy Built a $1.8B Company That Shouldn’t Exist
“GPU rental infrastructure provider positioned as beneficiary of enterprise AI compute demand”
Mad Money w/ Jim Cramer · Apr 10, 2026
Mad Money w/ Jim Cramer 4/10/26
“Data center management company; won major Anthropic order; profitable in 3 months possible but prioritizing growth”
Motley Fool Money · Apr 10, 2026
AI’s Most Dangerous Moment
“Announced $21B infrastructure partnership with Meta for AI data center buildout”
Daily Tech News Show · Apr 10, 2026
Don’t Believe the Ghost Murmur Hype
“Signed deals with both Meta and Anthropic to provide data center capacity for AI infrastructure”
This Week in Startups · Apr 2, 2026
How 3 CEOs Use AI to Run $10B in Companies | This Week in AI
“Data center operator building AI infrastructure with advanced cooling systems”
Mad Money w/ Jim Cramer · Apr 1, 2026
Mad Money w/ Jim Cramer 4/1/26
“Data center infrastructure company building and managing facilities for AI, expected to benefit from continued cloud provider investment”
TBPN · Apr 1, 2026
Eddy Cue Joins for Apple's 50th, Artemis Launch, Jamie Dimon's Plan, Save Snap Now, SpaceX IPO | Aaron Terrazas, Pratap Ranade, Abhishek Das, Garry Tan, Brannin McBee, Sam Yagan
“Announced $8.5B investment-grade debt financing for GPU infrastructure at 5.9% cost of capital”
Pivot · Mar 31, 2026
Iran Quagmire Questions, SpaceX IPO Plans, and The White House App
“Purpose-built AI cloud infrastructure powering medical research, education, and visual effects applications”
All-In with Chamath, Jason, Sacks & Friedberg · Mar 23, 2026
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
“GPU infrastructure company that evolved from crypto mining to AI compute, raising $35B in 18 months”
CNBC's "Fast Money" · Mar 2, 2026
Stocks Stage Comeback Amid U.S.-Iran Conflict… And Jamie Dimon’s Credit Concerns 3/2/26
“AI infrastructure provider facing funding and demand uncertainty; CDS concerns over capex build-out sustainability”
CNBC's "Fast Money" · Feb 26, 2026
Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26
“GPU infrastructure provider reported $67B backlog but facing financing challenges; NVIDIA invested $2B again; guiding $30B+ capex with low margins and customer concentration”
No Priors: Artificial Intelligence | Technology | Startups · Feb 26, 2026
How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital Managing Director Neil Tiwari
“Primary example of GPU cloud operator; Magnetar's major investment; built reliable clusters for OpenAI and hyperscalers”
CNBC's "Fast Money" · Feb 24, 2026
Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26
“AI infrastructure company up 10% on $14B Meta compute order; seeking $8.5B to fulfill obligation”
CNBC's "Fast Money" · Feb 23, 2026
Tariffs, Banks & Private Credit Jitters… And Crypto Below $65K 2/23/26
“Data center company unable to secure debt financing for Lancaster PA facility despite AI infrastructure demand, signaling credit market stress”
Masters of Scale · Feb 17, 2026
Uncovering the $7 trillion reputation economy
“Sponsor providing AI cloud infrastructure for research labs and enterprises”
TBPN · Feb 10, 2026
Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
“Ran AI infrastructure Super Bowl ad featuring Chance the Rapper”
Hard Fork · Feb 6, 2026
Elon Musk’s Mega-Merger + We Test Google’s Project Genie + What’s Next for Moltbook Creator
“AI infrastructure company experiencing stock price decline amid investor concerns about AI build-out sustainability”
Better Offline · Jan 30, 2026
AI Is Worse Than The Dot Com Bubble: Part Four
“GPU infrastructure provider whose collapse would trigger cascading failures across AI ecosystem”
TBPN · Jan 26, 2026
Clawd Maxxing, ChatGPT Ads Breakdown, China's Top General Accused of Treason | George Kurtz, Joseph Lubin, Kurt Terrani, Christian Keil, Lan Xuezhao, Victor Riparbelli
Last Week in AI · Jan 21, 2026
#231 - Claude Cowork, Anthropic $10B, Deep Delta Learning
“Amended credit agreements to bridge GPU delivery delays; lenders softened covenants; demonstrates confidence in data center infrastructure”
Pivot · Jan 9, 2026
Trump's Venezuela Oil Gambit, ICE Shooting Fallout, and Warner Bros. Says No (Again)
“AI cloud infrastructure provider sponsoring the episode, positioning as essential cloud for AI applications”
The Compound and Friends · Jan 9, 2026
It's not 1929, but it might be - Andrew Ross Sorkin
“AI infrastructure company cut in half; example of healthy market taking out trash in speculative AI names”
Pivot · Jan 6, 2026
The U.S. Takes Charge of Venezuela... Now What?
“Sponsor providing cloud infrastructure specifically designed for AI applications and research”
What's Next｜科技早知道 · Dec 24, 2025
年终总结1：中国大模型出海：开源模型是只赚吆喝不赚钱吗？| S9E42
“GPU infrastructure provider partnering with inference platforms to host models in US datacenters”
Tech Won't Save Us · Dec 24, 2025
The Year in Tech w/ Jathan Sadowski & Brian Merchant
“Data center company caught in circular investment pattern with NVIDIA and OpenAI, exemplifying AI bubble financialization”
The Vergecast · Dec 23, 2025
The Vergecast RAM Holiday Spec-Tacular
“AI infrastructure provider competing with hyperscalers for GPU and memory resources”
Hard Fork · Dec 19, 2025
Why Roomba Died + Tech Predictions for 2026 + A Hard Forkin’ Xmas Song
“GPU rental infrastructure company predicted to struggle in 2026 amid AI market consolidation”
Search Engine · Nov 21, 2025
Colossus 2
“AI cloud company claiming 6-year useful life for Nvidia chips, more optimistic than major clouds”
All-In with Chamath, Jason, Sacks & Friedberg · Nov 7, 2025
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
“Infrastructure partner in OpenAI's capex plans; stock impacted by market correction”
BG2Pod with Brad Gerstner and Bill Gurley · Oct 31, 2025
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Oct 14, 2025
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
“GPU cloud infrastructure provider with unusual NVIDIA deal where NVIDIA buys unsold capacity, creating demand signal opacity”
BG2Pod with Brad Gerstner and Bill Gurley · Sep 26, 2025
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
“AI infrastructure company; NVIDIA invested in as part of broader ecosystem strategy”