Inside the $41B AI Cloud Challenging Big Tech | CoreWeave SVP

Gradient Dissent: Conversations on AI

Jan 06, 2026•53 min

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Episode description

The future of AI training is shaped by one constraint: keeping GPUs fed.

In this episode, Lukas Biewald talks with CoreWeave SVP Corey Sanders about why general-purpose clouds start to break down under large-scale AI workloads.

According to Corey, the industry is shifting toward a "Neo Cloud" model to handle the unique demands of modern models.

They dive into the hardware and software stack required to maximize GPU utilization and achieve high goodput.

Corey’s conclusion is clear: AI demands specialization.

Connect with us here:

Corey Sanders: https://www.linkedin.com/in/corey-sanders-842b72/

CoreWeave: https://www.linkedin.com/company/coreweave/

Lukas Biewald: https://www.linkedin.com/in/lbiewald/

Weights & Biases: https://www.linkedin.com/company/wandb/

(00:00) Trailer

(00:57) Introduction

(02:51) The Evolution of AI Workloads

(06:22) Core Weave's Technological Innovations