Strategy Simplified
Strategy Simplified is here to demystify the consulting industry and help you land your dream job in management consulting. Hosted by the expert team at Management Consulted - the world's largest resource for consulting news and interview prep - each episode covers topics related to the consulting world, from interview preparation and case study techniques to networking strategies and industry trends. Whether you're just starting your career or looking to make a transition, Strategy Simplified is the go-to resource for anyone looking to break into the consulting industry. With actionable advice, insider tips, and real-life success stories, this podcast is the ultimate guide to simplifying your career strategy and landing your dream consulting job.
Strategy Simplified
S21E6: Inside the Company Powering the AI Boom
CoreWeave isn’t OpenAI or Nvidia, but it’s powering both.
We unpack how this lesser-known company became essential to the AI ecosystem, including:
- What CoreWeave actually does and why it matters
- How $55B in backlog signals explosive demand
- Why data centers, not apps, may define the next AI wave
- What an “AI capex bubble” could look like
A fast, insightful breakdown of the infrastructure race behind AI’s biggest players.
Partner Links:
- Learn more about NordStellar's Threat Exposure Management Program; unlock 20% off with code BLACKFRIDAY20 until Dec. 10, 2025
Chapters
- 02:57 CoreWeave's Financial Performance and Market Position
- 05:52 Understanding CoreWeave's Role in AI Architecture
- 08:34 Customer Relationships and Demand for AI Infrastructure
- 11:33 Competitive Landscape and Capital Requirements
- 14:10 The Bubble Discussion: AI Market Dynamics
- 17:03 National Security and Data Center Infrastructure
- 20:36 CoreWeave's Business Strategy and Future Outlook
- Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team
Connect With Management Consulted
- Schedule free 15min consultation with the MC Team.
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