CoreWeave, Inc.
AI cloud provider specializing in GPU infrastructure for AI workloads.
Updated March 2026
Overview
- Website
- coreweave.com
- Founded
- 2017
- Headquarters
- Livingston, New Jersey
Product overview
CoreWeave is an AI cloud-computing company that provides specialized GPU infrastructure and cloud platforms optimized for AI tasks like large language model training and inference. Founded in 2017, it operates data centers in the US and Europe, serving clients such as OpenAI and Meta with high-performance NVIDIA GPUs. The company develops its own chip management software and has been recognized as one of TIME100's most influential companies.
Revenue model
Cloud services for GPU compute, storage, and AI infrastructure rentals.
Moat
CoreWeave's competitive moat rests on specialized GPU infrastructure optimized for AI workloads with bare-metal performance delivering up to 20% better efficiency than virtualized competitors, combined with rapid access to cutting-edge NVIDIA hardware and high switching costs from 96% long-term committed contracts that lock in enterprise customers. The March 2025 acquisition of Weights & Biases further strengthens this moat by creating an integrated end-to-end platform with proprietary AI lifecycle management software, making it difficult for customers to migrate to generalized cloud providers.
Headwinds
Heavy dependence on NVIDIA GPU supply and intense competition from hyperscale cloud providers entering AI infrastructure.