CoreWeave Battles to Convert GPU Edge Into Loyalty

CoreWeave faces a critical test: turning its GPU availability advantage into a lasting AI cloud business. Research from 13 in-depth customer interviews reveals that performance, cost, and operating experience are keeping customers engaged beyond initial scarcity-driven adoption. Both AI training and inference workloads are growing simultaneously on the platform. Of 13 respondents, seven report significant current CoreWeave use, all with expansion-oriented outlooks. However, hyperscalers remain deeply embedded, and not every successful proof of concept converts to a signed deal. Two buyers chose competitors, highlighting that positive AI demand does not automatically translate into CoreWeave revenue.