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.
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