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Adam Levine
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Brannin McBee
Brannin McBee: 作为CoreWeave的首席开发官和联合创始人，我认为我们公司是专为人工智能创新而构建的云平台。这意味着我们提供从数据中心到云平台的完整基础设施，包括网络和存储。我们的产品与传统云平台不同，因为它们是为解决人工智能的独特工程问题而设计的。我认为人工智能工作负载对基础设施故障的容忍度极低，因此我们构建的是超级计算机，而不是用于托管网站和存储数据湖的基础设施。我们与客户签订多年合同，客户承诺支付基础设施费用，无论是否使用，这使我们能够降低业务风险。我们率先推出了 NVIDIA 最新的复杂基础设施，并很高兴将其交付给客户。我认为人工智能正在取代搜索，并且比搜索更好，它能提供更深入和更周到的答案。我们专注于与客户签订承诺收入合同，并使用债务来支持基础设施建设，债务在合同期内自我摊销。我认为我们的竞争优势在于我们专为 AI 构建的产品，这与竞争对手受限于技术债务的产品不同。我们的产品是专为 AI 构建的，客户、供应商和投资者都认可这一点。
Deep Dive
CoreWeave is a cloud platform purpose-built for AI innovations, offering everything from data centers to the cloud platform itself. Unlike its competitors who prioritize website hosting and data storage, CoreWeave focuses on AI workloads, which are intolerant to infrastructure failures. The company primarily works with leading AI labs and enterprises, offering multi-year contracts for infrastructure access.
- CoreWeave's cloud platform is purpose-built for AI innovations.
- It offers a 'rent-not-own' model for AI computing and services.
- Key clients include OpenAI and IBM.
- The company uses 'take or pay' contracts for committed infrastructure access.
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