The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Venturo: CoreWeave owns the largest dataset on AI infrastructure failures
“We have the world's largest data set of how these things run, how they fail, and we've built all the recovery mechanisms and the software intelligence to help our customers run these things.”
Venturo: No difference between training and inference infrastructure for modern AI
“So there's really no difference between training infrastructure we deployed to build those capabilities and what our customers are ultimately using to serve them.”
Venturo: CoreWeave re-contracted 5-year-old NVIDIA A100s at 95% of original pricing
“In addition to the H 100, which came out in 2023, right, we signed a term contract for the A 100, like within like the 95% of an original price range for on, like on term last week or two weeks ago. Like, that's crazy. Those GPUs are already five years old and…”
Venturo: Construction labor, not power, is currently limiting AI data center builds
“And right now I don't think that power itself, meaning grid connections and the generation capacity is the limiting factor. Right now it's the construction and trades. So it's human labor and supply chain that are the limiting factor is that you went from a ma…”
Venturo: Liquid cooling differentiation is in software control, not physical plumbing
“Everybody believes that this, that there's some differentiation in the plumbing of the liquid cooled data center, right? That's not where the differentiation lies. It's all the same pipe and valves and fittings. Like everyone's using the same things there. The…”
Venturo: CoreWeave compute demand has shifted to roughly 50-50 training and inference
“Six months ago, I would have said it was two-thirds training and one-third inference. It's probably close to fifty-fifty now.”
Venturo: CoreWeave GPUs deployed in 2019 remain running with active customers
“The idea that these things burn out in two or three years, like, it's kind of bunk, right? And from a physical perspective, Right. Within three years, these things are all still under warranty. So if they break, they get replaced. Right. But from a, like, this…”
Venturo: Hyperscalers ran NVIDIA K80 fleets for 10 years before retiring them
“Last year is when we saw let's call it the hyperscalers that were around in the twenty-tenths, so Amazon, Microsoft, and Google, finally retire their NVIDIA K-eighty fleets, and the K-eighty was a GPU that was introduced in 2014. So it's, it was active in thei…”