Why CoreWeave's Real Advantage Isn't Scarcity

Our research indicates that GPU scarcity, it opens the door for Corweave. No question about it, but performance, cost, and the operating experience give customers reasons to stay. Inference, is growing alongside training. Notably, training is not declining at the expense of inference. Inference is growing on a very steep curve, but training workloads, they also continue to grow. At the same time, the hyperscalers remain deeply embedded in the application estate, and not every successful CoreWeave eval turns into a signed customer.