Backblaze CEO on CoreWeave deal: 'a land grab in the AI ecosystem'

TiernanRayTech · x · 2026-09-21

Backblaze, one of the best-performing software stocks this year, won a multi-year deal to manage hard drives for CoreWeave. CEO Gleb Budman and CFO Marc Suidan discuss the scope of the AI storage opportunity and how a small player survives among whales — Budman calls it 'a land grab where we want to be part of that AI ecosystem.'

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