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CoreWeave co-founder @branninmcbee warns the wall of AI compute demand is frankly unsolvable: "There's a wall of demand across the sector. They're frankly unsolvable. There is no way to bring enough infrastructure online to meet the demands of the market before the end of the decade. I've been saying that for a couple of years, so it's probably going to extend beyond that." "A great recent example is the announcement we had in Q2 of signing an A100 contract all the way through 2029. This is a…
Q2 revenue $2.6B, up 112%. Backlog $104B not including $25 billion in net new customer commitments in early Q3. 1.5GW of active power. 7 new AI platform capabilities. Executing, scaling and innovating, all while operating leverage accelerates. Built for pioneers by pioneers. $CRWV https://t.co/XMUrIgBG4q