CoreWeave

CoreWeave rents access to AI hardware. Rather than building their own data centres, companies pay CoreWeave to run their models on its machines, which are usually stocked with Nvidia’s latest chips. It is frequently first to publish real-world numbers on new hardware because it is first to install it.

It is part of a layer of the industry that rarely makes headlines but underpins everything: the landlords of compute, who profit from the AI boom no matter which model wins.