About this episode
The episode features an interview with Brannin McBee discussing the current state of the compute market and challenges faced by CoreWeave.
When we last spoke to Brannin McBee, the co-founder and chief development officer of cloud company CoreWeave, his business was not yet public and sourcing GPUs was a key constraint on growth. But three years later, things look pretty different. CoreWeave IPOed and has been raising money in the bond market too, as well as signing more deals with chipmaker Nvidia. In fact, investors have basically been throwing money at all-things-AI. But there are persistent bottlenecks to further growth. Chip supply is still scarce, but so are transformers and electricity. In this episode, we catch up with Brannin on everything he's seeing in the market for compute right now, including leases, Nvidia's new Vera Rubin systems, demand for training versus inference, and the possibility of standardizing the market for compute. Read more: Trump Officials Worry US Loophole Let Chinese Firms Buy Nvidia Blackwell Chips Broadcom Slides Most Since January 2025 on AI Outlook Miss Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots Newsletter…
People in this episode
Guest: Brannin McBee
Topics covered
- cloud computing
- AI investment
- GPU market
- chip supply
- compute market
Keywords
- CoreWeave
- Brannin McBee
- Nvidia
- AI
- GPU
- chip supply
- compute market
Mentioned in this episode
Organizations: CoreWeave, Nvidia, Bloomberg, Broadcom
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