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Finding signal on Twitter is more difficult than it used to be. We curate the best tweets on topics like AI, startups, and product development every weekday so you can focus on what matters.
Press Space to continue
Press Space to continue
"You have all this money. What should Nvidia be doing with it?" Dwarkesh asked Jensen. He's paying CoreWeave $6.3 billion to keep reselling Nvidia's chips to OpenAI and Meta. The math on cutting CoreWeave out is real. They bought Nvidia chips, packaged them as cloud compute, and signed $55.6 billion in customer contracts. OpenAI committed up to $22.4 billion. Meta $14.2 billion. Microsoft $10 billion. Every dollar runs on Nvidia silicon. Nvidia's own gross margin already runs 75.2%. CoreWeave…