CoreWeave, every mention

3 scenes (said by Dylan Patel) · ← back to CoreWeave

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Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled” Feb 5, 2026 · 7 mentions

  • ▶ 16:15 Dylan Patel All the code is and the results are, but we run across, I think, sixty million dollars of GPUs, which are donated to us by companies like Nvidia, AMD, OpenAI, Microsoft, Amazon, Crusoe, CoreWeave, Together AI.
  • ▶ 34:27 Dylan Patel There was a core weave deal today. 5 times in the scene
  • ▶ 51:03 Dylan Patel Ultimately the capex that Microsoft spent in 2024 for OpenAI is what results in 2025 for OpenAI or CoreWeaver or whoever is what results in their models being so good this year.
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