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Welcome back to The Mining Pod! Today, Colin and Will break down CoreWeave's meteoric rise to a $75+ billion valuation and why Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are all racing to partner with AI cloud providers. We explore CoreWeave’s neocloud business model, GPU economics vs bitcoin mining profitability, and what this means for the future of the mining industry.
**Notes:**
• CoreWeave valued at $75B+ (12x revenue multiple)
• 72% of Q1 revenue came from Microsoft/OpenAI
• CoreWeave manages 250,000+ GPUs globally
• $15B+ in contracted revenue secured
Timestamps:
00:00 Start
04:05 Coreweave overview
07:40 Neocloud
10:28 Other Neocloud providers
12:49 Oracle, OpenAI & Stargate
16:20 Crusoe
17:58 Hyperscaler street cred
21:08 Energy pipeline
26:53 Revenue
32:51 Capex vs revenue
38:03 GPU lifespan
41:58 Bull vs Bear
49:00 Partner concentration
Article links:
https://mattturck.com/coreweave/
https://research.artemis.xyz/p/coreweave-fundamental-deep-dive
https://www.mostlymetrics.com/p/coreweave-ipo-s1-breakdown
https://research.artemis.xyz/p/coreweave-fundamental-deep-dive
https://www.mostlymetrics.com/p/coreweave-ipo-s1-breakdown
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