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The binding constraint in large-scale AI workloads is GPU compute density.
Hyperscalers running model training and inference pipelines need burst capacity that often exceeds what they can build and commission at the pace AI development demands.
That structural shortfall routes demand toward specialized GPU cloud providers.
CoreWeave, which has built its stack specifically around GPU-dense clusters for that market, reported second-quarter revenue that doubled on surging AI demand from hyperscalers. Shares jumped 18% in premarket trading.
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