> Given hyperscaler dominance of the overall public cloud market, which demands vast investments in infrastructure and range of services that make little or no

> Given hyperscaler dominance of the overall public cloud market, which demands vast investments in infrastructure and range of services that make little or no revenue, challengers like CoreWeave have an opportunity to succeed with a focus on premium AI services without the burden of hypercaler-level investments overall Interesting. GPU-only providers targeting the AI market only need to implement a fraction of the services that AWS does. They don't even need to be geographically distributed. What does it matter if your GPU cluster is on the other side of the planet?