CoreWeave CEO: Companies building the AI can not get enough compute, this is a tailwind for us

Core Insights - The launch of Cororeweave Ventures aims to invest in AI startups, reflecting a growing interest in the AI sector [1] - Oracle's shares have increased by 20%, indicating a broader capacity crunch in the AI marketplace [2] - The demand for compute resources is surging, driven by companies needing infrastructure to support AI development [3][5] Company Performance - Cororeweave has successfully raised over $2 billion in the past 18 months, showcasing its ability to access capital markets [7] - The company is focused on building infrastructure to meet the insatiable demand for compute from AI companies [3][9] - Recent deals, including a significant transaction involving Microsoft, highlight the scale of demand for AI infrastructure [4][5] Market Dynamics - The macro environment is characterized by a strong demand for AI capabilities, with companies struggling to secure enough compute resources [3][9] - The AI sector is experiencing rapid growth, with foundational models being integrated into enterprise businesses [8] - Cororeweave is well-positioned to capitalize on the increasing demand for AI infrastructure and services [9]