Coreweave
Mentioned in 84 analyzed podcast episodes across 10 shows
This GPU cloud infrastructure company provides AI compute capacity to enterprises, research labs, and major AI companies like OpenAI, serving as a key partner in the AI infrastructure buildout. Podcasts frequently discuss the company's financial challenges—including difficulty securing debt financing, stock volatility amid market corrections, and questions about capex sustainability—alongside its significant backlog and major customer orders. The company exemplifies broader concerns about whether AI infrastructure investments and financing models are sustainable, making it a barometer for the health of the AI investment cycle.
Mentioned On
Episode Mentions
TBPN · Aug 13, 2026
SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole
“Reported strong Q2 earnings; discussed GPU supply chain, power bottlenecks, and novel short-duration contract financing.”
The AI Daily Brief: Artificial Intelligence News and Analysis · Aug 13, 2026
Grok 4.6 Shows How Fast Your AI Options Are Expanding
“Reported $2.6B quarterly revenue (doubled YoY) and $104B demand backlog, signaling massive AI compute demand.”
All-In with Chamath, Jason, Sacks & Friedberg · Aug 8, 2026
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
“Referenced as example of GPU rental businesses trading at low multiples, a risk for SpaceX's compute segment.”
Better Offline · Aug 5, 2026
The AI Demand Bubble with Ed Elson
“Mentioned as a major AI compute provider whose largest customers are Anthropic, Meta, and OpenAI, reinforcing demand concentration concerns.”
Better Offline · Jul 31, 2026
Monologue: We Live Inside A Dream, But Who Is The Dreamer?
“Neocloud with junk-level credit spreads 8.3–9.3% above US Treasuries, signalling high default risk.”
TBPN · Jul 30, 2026
The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
“AI infrastructure company in which Situational Awareness held a concentrated long position.”
TBPN · Jul 30, 2026
Leopold Sold, Ferrari Undefeated, Martin Shkreli Joins | Guillaume Verdon, Lulu Meservey, Michael Kim, Joon Sung Park, Karan Kunjur, Vlad Tenev
“AI cloud infrastructure company held as a concentrated position in Situational Awareness's portfolio.”
Better Offline · Jul 15, 2026
AI Made Everything Expensive (ft. GamersNexus)
“AI infrastructure company dependent on NVIDIA; Jensen Huang stated 'without NVIDIA, there is no CoreWeave'”
All-In with Chamath, Jason, Sacks & Friedberg · Jun 26, 2026
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
“Named as one of the few companies outside hyperscalers to have successfully brought on over a gigawatt of compute.”
Raging Moderates with Scott Galloway and Jessica Tarlov · Jun 8, 2026
Trump's “Little Excursion" in Iran Becomes a 100-Day Disaster
“Sponsor offering cloud infrastructure for AI applications and research”
Odd Lots · Jun 8, 2026
How CoreWeave Sees the Market for Compute Right Now
“Primary subject; GPU infrastructure provider serving AI labs, hyperscalers, and enterprise customers with 1+ GW active power”
Odd Lots · May 21, 2026
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
“GPU cloud provider; pioneered debt instruments backed by GPU deployments to fund data center expansion”
ThursdAI - The top AI news from the past week · May 15, 2026
📅 ThursdAI - May 14 - I’m Back! + Agents get /goals, Meta gets Voice AI, Krea 2 w/ Vic, Codex Mobile & why we all quit OpenClaw
“Announced sandbox product for secure agent code execution; powers 9 of 10 major AI labs' infrastructure”
The Last Invention is AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“GPU compute provider that received $108M purchase order from Jensen Huang's foundation for donation to academic researchers”
The Daily AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“GPU compute provider receives $108M purchase from Jensen Huang's foundation to distribute to academic researchers at market rates”
The AI Podcast · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“GPU compute provider that sold $108M in capacity to Jensen Huang's foundation for donation to academic researchers”
Personal AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“GPU compute provider received $108M purchase from Jensen Huang's foundation, which donated capacity to academic researchers”
No Priors AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“GPU compute provider receiving $108M from Jensen Huang Foundation at market rates for redistribution to academic researchers, signaling compute scarcity and strategic allocation”
Latent Space AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“GPU compute provider that sold $108M in capacity to Jensen Huang's foundation for redistribution to academic researchers”
Global News Podcast · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“GPU compute provider that sold $108M in capacity to Jensen Huang's foundation for donation to academic researchers”
Claude AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“GPU compute provider that received $108M purchase from Jensen Huang's foundation for donation to academic researchers”
Building AI: News on OpenAI's ChatGPT, Anthropic's Claude, Google Gemini and xAI's Grok · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“GPU compute provider that sold $108M capacity to Jensen Huang's foundation for donation to academic researchers”
AI Breakdown · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“GPU compute provider that sold $108M in capacity to Jensen Huang's foundation for donation to academic researchers”
Anthropic · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“GPU compute provider that received $108M purchase order from Jensen Huang's foundation for researcher access”
Tech Brew Ride Home · May 14, 2026
The Biggest Tech IPO Since Uber
“Listed as Cerebra competitor in cloud infrastructure services”
The Information's TITV · May 14, 2026
Apple Explores Ways to Welcome AI Agents in App Store, Cerebras IPO Winners, Modals’ Raise
“NeoClouds competitor in GPU rental and AI infrastructure space”
Pivot · May 12, 2026
Midterm Map Wars, AirPods Revamp, and Trump Phone Grift
“Cloud infrastructure provider powering AI workloads for major AI companies and research applications”
Big Technology Podcast · May 8, 2026
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
“Infrastructure provider securing compute for OpenAI's Stargate initiative”
Bloomberg Tech · May 8, 2026
CoreWeave Shares Drop After Forecast Sparks Growth Fears
“AI infrastructure company reporting earnings; stock fell 12% despite beating revenue targets due to forward guidance concerns”
The Information's TITV · May 5, 2026
Greg Brockman’s “Rough Day” in Court, Amazon’s Hybrid AI Search, SpaceX’s $60B Cursor Deal
“Company in which Greg Brockman holds equity stake; questioned during OpenAI trial regarding potential conflicts”
Prof G Markets · Apr 30, 2026
Ray Dalio: The World Order Has Unraveled
“AI infrastructure company; fell 7% on OpenAI revenue miss, showing market sensitivity to AI compute demand signals”
TBPN · Apr 30, 2026
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
“GPU cloud provider; stock dropped 4% after-hours on OpenAI news, recovered 8.4% intraday”
TBPN · Apr 29, 2026
Big Tech Earnings, Red vs. Blue Button, Quantum Computing | Jason Yanowitz, Even Rogers, Maria Spiropulu, Stepan Simkin, Kashish Gupta, Dan Magy, Vlad Tenev, Parag Agrawal & Andrew Reed, Gabriel Stengel
“GPU cloud provider; stock dropped on OpenAI funding concerns, recovered 8.4% on day of earnings”
Tech Brew Ride Home · Apr 29, 2026
Elon V. Sam Day 2
“Struck partnership with OpenAI for computing capacity; share price fell on reports of OpenAI missing revenue targets”
Morning Brew Daily · Apr 29, 2026
OpenAI’s Struggles Spooks Tech Stocks & UAE Walks Away From OPEC
“AI compute provider for whom OpenAI is major customer; hedging bets across multiple AI vendors including Meta and Anthropic”
Prof G Markets · Apr 29, 2026
Data Center Debate: Are Energy Bills About To Explode?
“Stock dropped 4% following OpenAI revenue miss; GPU cloud infrastructure provider”
Bloomberg Tech · Apr 28, 2026
OpenAI Linked Stocks Fall on Report It Missed Targets
“AI infrastructure provider with OpenAI exposure; reported strong demand despite potential OpenAI pullback”
WSJ What’s News · Apr 28, 2026
Why the U.A.E. Is Breaking Up With OPEC
“Stock declined following OpenAI's missed internal revenue and user targets”
Motley Fool Money · Apr 28, 2026
OpenAI Misses Expectations - Should Tech Investors Worry?
“Compute infrastructure provider with close ties to OpenAI; shares down on news of OpenAI's missed revenue targets”
The Information's TITV · Apr 28, 2026
OpenAI-Microsoft's Averted Legal Battle, Google’s Pentagon Deal, Musk v Altman Opening Statements
“AI infrastructure company going public; Glenn Hutchins on board; debt financing model discussed at Information finance conference”
TBPN · Apr 25, 2026
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
“Providing compute infrastructure to OpenAI for AI model training and inference”
The Information's TITV · Apr 24, 2026
Nvidia’s GPU Crunch Hits Microsoft, ChatGPT-5.5 Review, Meta’s AWS Chip Deal
“NeoCloud provider that was positioned to serve startups during 2023 GPU crunch but has since prioritized large customers instead”
Better Offline · Apr 24, 2026
Monologue: How OpenAI Kills Oracle
“Committed to $200 billion compute deal with OpenAI for data center capacity”
ThursdAI - The top AI news from the past week · Apr 24, 2026
📅 Apr 23: OpenAI's Week: GPT-5.5, GPT-Image-2, Codex CUA + Chronicle, + Claude Design, Kimi K2.6, Qwen 3.6-27B
“Mentioned as infrastructure provider for running large open-source models like Kimi K2.6”
Deep Questions with Cal Newport · Apr 23, 2026
What has *Actually* Happened in AI in 2026? | AI Reality Check
“GPU rental company buying from ODMs; represents speculative AI infrastructure play”
Practical AI · Apr 23, 2026
The mythos of Mythos and Allbirds takes flight to the neocloud
“Neocloud provider specializing in GPU-first infrastructure for AI training and inference workloads”
Invest Like the Best with Patrick O'Shaughnessy · Apr 23, 2026
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]
“GPU cloud infrastructure provider hosting SemiAnalysis' reverse engineering lab and AI applications”
Last Week in AI · Apr 23, 2026
#241 - Opus 4.7, Muse Spark, GPT-5.4-Cyber, HY-World 2.0
“Announced multi-year AI compute capacity deal with Anthropic, now serving 9 of top 10 AI model providers”
The Information's TITV · Apr 22, 2026
SpaceX's $23B Debt, DeepSeek's $20B Valuation, and OpenClaw's Growing Pains
“AI infrastructure provider with shares up 55% this month; raised $2B+ in debt; signed major contracts with Meta, Anthropic, and Jane Street”
TBPN · Apr 22, 2026
SpaceX/Cursor Deal, Images 2.0 Reactions, Fake Bear Attack | Anil Chakravarthy, Naveen Gavini, Avlok Kohli & Ankur Nagpal, Joel Edwards, Renen Hallak, Darian Shirazi
“AI cloud infrastructure provider partnering with Vast Data to deliver software services; Jane Street customer”