Coreweave is a $50B business that makes all of its money from 3 customers! It's a neocloud which buys and resell Nvidia GPUs for ~$4.8B annual run rate. — 71% comes from Microsoft, ~$3.4B a year. — OpenAI committed $11.9B for the next 5yrs or ~$2.4B/yr — Meta committed $14.2B for the next 6yrs or ~$2.4B/yr That's $8.2B/yr guaranteed from 3 customers!!