3 days ago
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CoreWeave has flagged the potential costs and challenges of diversifying beyond NVIDIA GPUs as AI customers explore alternatives to the market leader. In a regulatory filing, the AI computing provider said switching to alternative chips could require substantial time, investment and resources and could ultimately affect its ability to meet customer demand.
NVIDIA currently supplies all of the GPUs used by CoreWeave customers and is also a major shareholder, with a 10% stake. The warning comes as large AI companies develop their own silicon, with CoreWeave customer OpenAI having unveiled an AI accelerator built with Broadcom.
The disclosure does not indicate that CoreWeave is currently moving away from NVIDIA. Rather, the company added the scenario to its risk factors as it considers how changing customer preferences could affect its business.
For now, demand for NVIDIA technology remains strong. CoreWeave reported a $104 billion order backlog at the end of the second quarter.
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