AnalysisBusiness
8 days ago
Emad Mostaque: CoreWeave deal revenue rivals SpaceX AI cloud

Emad
@emostaqueBuilding first principles, sovereign AI @ii_posts. Founder @StabilityAI. Consistent inference is possible.
Londonii.inc

Emad Mostaque
@EMostaque
This single deal is about the revenue of @CoreWeave to put it in perspective @SpaceX is the largest neocloud & its AI cloud revenue at $26b run rate is actually at the level of Google Cloud & AWS already, catching up to Azure ($37b run rate)

·
8 days ago