Gurley: Nvidia Agreed to Buy CoreWeave's Unsold Compute Capacity
Bill Gurley · AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod · Oct 14, 2025 · at 16:55
Bill Gurley details specific disclosures in CoreWeave's financial filings that obscure true market demand for AI compute capacity.
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“One of the more peculiar of all the deals is, and this was disclosed in a CoreWeave filing, was NVIDIA has promised to buy any of CoreWeave's service availability that they can't sell to anyone else.”
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