CoreWeave operates cloud infrastructure optimized for AI training and inference workloads.
Disaggregated inference (Groq/Cerebras for decode, older GPUs for other stages) extends GPU useful life to 10-15 years. CoreWeave signing 6-year contracts at 6% financing proves market believes in long GPU life. Nvidia's new reporting and CPU/GPU roadmap validated this, single-handedly saving neocloud economics.