CoreWeave turns away $100M customers until May as Nebius climbs to Platinum GPU cloud tier
johncoogan · x · 2026-09-25
Jordan Nanos, lead of SemiAnalysis' ClusterMAX, explains how Nebius absorbed demand CoreWeave couldn't handle and executed well enough to reach the Platinum tier of its GPU cloud rankings.
- CoreWeave remains the technical standard, deploying 10,000 GPUs per week at peak as it scales toward 15GW and beyond.
- But its balance sheet is full and it can't marshal resources for another gigawatt buildout. Customers with $100M to spend are being told it can't accept money until May next year.
- Nebius has capitalized on this spillover demand with strong execution of its own technology.
More from Venture
- Investor argues analogy-based AI capex bubble takes underestimate LLMs' self-induced demand — menhguin · 2026-11-11
- Nvidia's supply commitments jump from $119B to $279B in one quarter, locking up 2027-28 memory — tengyanAI · 2026-11-11
- Crypto x AI at ATH: onchain inference nears 2T tokens/day — 0xJeff · 2026-11-11
- NVIDIA expands Meta Muse partnership, invests $3B in Meta stock — armand_ruiz · 2026-11-11
- Gary Marcus flags: OpenAI's biggest backer SoftBank faces 33% bankruptcy odds in 5 years — GaryMarcus · 2026-11-11
- Ramp hid an AI-only offer on its site; AI mentioned it to buyers 370 times in 32 days — VeryWellVersed · 2026-11-11