Interview, Conference Presentation
CoreWeave @ RAISE 2025: Building the Next Generation of Cloud in Europe
- Plans to complete an all-stock acquisition of Core Scientific within approximately six months.
- Anticipates securing over one gigawatt of additional power capacity from acquired assets soon.
- Intends to deploy a seventh data center in roughly 90 days.
- Expects GB300s to reach the market shortly following the announcement of H200 and Blackwell chips.
- Foresees further product announcements occurring within the next month.
- Plans to deploy infrastructure utilizing RubinNext chips for European customers after Blackwell is fully operational.
- Predicts market consolidation into fewer players over the next couple of years.
- Notes that European companies may struggle against US competitors if they delay until 100% sovereign infrastructure, capital, and talent are locally available.
- Observes that capital required to build a cloud from scratch in Europe is currently insufficient compared to other regions.
- Anticipates rapid execution to deploy new data centers, regions, and locations to respond to market demand as they arise.
- Notes that talent will likely migrate to agile environments, potentially causing shifts away from less agile organizations.
- Identifies construction workers, technicians, and engineers as essential for the physical exercise required to bring data centers online quickly.
- Expects capital to flow toward companies with unique products, differentiation, strong teams, and flawless execution.