C
CoreWeave
Specialist GPU cloud supplying large-scale training and inference capacity to AI labs.
NOT REALLY
why this verdict
Keep it — Microsoft has not replaced it
Microsoft's version overlaps, but does not finish the dev tools job, so this one is still worth keeping open.
- A named launch, not a vibe named, unlinked
- Hyperscaler custom silicon and any cooling of AI capital spending hitting GPU rental demand. Microsoft, September 25, 2025 — no announcement link recorded yet.
- How much of the job it covers not the job editorial call
- Parts of it. The job still needs the tool to get finished.
- Is there a free way to do it? paid only
- 3 replacements listed, all paid.
- What the call is worth nothing to cancel
- No paid entry tier tracked, so there is no subscription to cancel.
Reason composed from the fields above missing: announcement linked missing: free replacement listed recorded: two or more escape hatches
- Threatened by
- Microsoft
- Since
- September 25, 2025
- List price
- free
- Per year
- —
The backstory
CoreWeave went from crypto mining to the most important GPU landlord in AI, supplying capacity to labs and hyperscalers who could not build fast enough themselves. Its concentration risk is well documented, with a large share of revenue tied to a handful of customers who are all building their own datacentres. What holds is timing and contract length: multi-year commitments signed during scarcity, and demand for inference capacity that keeps rising even as training demand becomes lumpier.