In the past few months, spending on AI has skyrocketed.

Nvidia is making a $100 billion investment in Open AI.

Amazon share is jumping today after the company announced a $38 billion partnership with Open AI.

Anthropic is adding another $50 billion to its AI compute bill.

Nearly every big tech company has dedicated hundreds of billions of dollars to AI projects,

promising a transformational new era.

Most of them are names, almost everyone knows, Microsoft, Meta, OpenAI.

But right at the center of this boom

is a company that isn't a household name.

It's called CoreWeave.

Corweave is this company that, to a lot of people,

kind of came out of nowhere, like late last year earlier or this year,

but they're actually this kind of major player.

Our colleague Dan Gallagher reports on tech.

Even though they're a small company relative to these really big ones,

they are a major player in this particular realm of artificial intelligence data center computing.

If you've ever used an AI product like ChatGPT, chances are you've interacted with CoreWeave.

But you wouldn't know it. That's because

the company provides the infrastructure for AI, leasing out the super advanced chips that are needed

to power this technology. That means CoreWeave has positioned itself to be a big winner in the

AI boom, with its revenue on track to more than double this year.

But investors and industry insiders are watching this company closely.

...