CoreWeave (CRWV): Understanding The Business of AI Infrastructure

By Peter Foy July 30, 2025 32 min read 40887 views

CoreWeave is one of the fastest-growing AI infrastructure companies, powering OpenAI and Microsoft with large-scale GPU cloud. This deep dive breaks down how the business works, its reliance on key partners, and the risks of scaling fast in a capital-heavy market.

CoreWeave (CRWV): Understanding The Business of AI Infrastructure
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The Power Delivery GapReport
Research

The Power Delivery Gap

The interconnection queue holds more than 1,100 GW of power. The grid delivers renewables quickly and firm gas slowly, if at all. A model of what the US grid can actually deliver, and when, built on MLQ's queue and generator data.

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