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  "documentTitle": "CoreWeave, Inc. (CRWV)",
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  "notes": "Includes a quote from a former Nvidia Principal Architect regarding CoreWeave's lack of inference-optimized hardware.",
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      "text": "To Microsoft and OpenAI, CoreWeave is simply a “bare metal” provider of GPU access, competing on price and availability, not differentiated software features.",
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      "text": "hyperscalers and neoclouds offering generous incentives that include long-term rental agreements where AMD itself leases back generous portions of deployed capacity for internal development.",
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      "text": "Kerrisdale: Can CoreWeave pivot to better suit large enterprises who need inference? Expert: Not so much because again, they're tied to Nvidia... If they were pivoting to inference, they would want to be running the Toyota Camrys of inference chips.",
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      "text": "Not so much because again, they're tied to Nvidia, which is this high, you know, the Lamborghini of AI chips. If they were pivoting to inference, they would want to be running the Toyota Camrys of inference chips – which is kind of what the Google TPUs and the Amazon [Inferencia] and [Azure] Maia and all that kind of stuff is. Those chips are designed to be super-efficient and get you from A to B. — Former Nvidia Principal Architect",
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