Every major technology shift eventually stops being about the technology and starts being about the systems around it. AI has begun to cross that threshold. Many of its foundational capabilities are firmly in place. This next phase is about making AI usable and productive across entire industries. 

We aren’t just observing this shift at CoreWeave, we’re operating inside it. We see firsthand how quickly AI is advancing, and how different this moment feels from past technology cycles. Across the global economy — in healthcare, logistics, manufacturing, financial services, and beyond — our customers are integrating their mission-critical operations with enterprise-grade AI. It’s hard work, but as AI augments those systems, demand will grow from innovators looking for high-performance cloud services and software to build and run bold new ideas.

That is why production, not possibility, will be the defining challenge in the year ahead. That’s great news for CoreWeave, which has fast become The Essential Cloud for AI^TM.

At CoreWeave, we tackle the toughest challenges and deliver on our commitments. We pride ourselves on this. And it’s clear to us what we must continue to do this year: set the bar for AI workload performance, scale our infrastructure footprint at mindbending speed, expand our  software tools and services, and hire more of the best people to move the entire AI ecosystem forward. 

As we embark on executing this exciting vision, we start with a significant announcement about the expansion of our long-standing relationship with NVIDIA. As CoreWeave works to build more than 5 gigawatts of AI factories by 2030, we will unlock compute capacity in ways that are economically grounded and operationally sound. We will expand access to CoreWeave’s AI-native software and reference architecture across the NVIDIA Cloud Partner and enterprise customer ecosystem. And CoreWeave intends to continue being an early adopter of NVIDIA computing architectures, including multiple generations of NVIDIA GPUs alongside Vera CPUs and BlueField storage systems.

Our collaboration reaffirms a simple shared conviction: AI succeeds when complementary software, infrastructure, and operations are designed together. This newest collaboration validates that philosophy and underscores the strength of demand across our customer base. Because as AI enters production and weaves itself into the operating layer of the global economy, our partnership is evolving to meet this moment. 

What I’m most proud of is how our software — including CoreWeave Mission Control and SUNK — is defining how high-performance AI cloud solutions are run across multiple generations of GPUs, at scale, as an operating standard for AI workloads. 

We believe this latest work with NVIDIA validates CoreWeave’s integral position in powering the creation and delivery of the intelligence that will drive the next wave of innovation. So as we move into 2026, I’m reminding our teams that big shifts don’t succeed because they’re exciting. The path forward won’t always feel smooth. New technologies will emerge, sometimes from unexpected places, and markets will react noisily. None of this should be surprising. It is how every major technological shift unfolds. 

What matters is building with durability in mind, in a way that allows infrastructure to evolve along with technology. This is where CoreWeave excels. Our people show up with deep expertise, build thoughtfully, and earn the trust of our customers. AI is no different. The work ahead is all about turning momentum into something durable, and that means rolling up our sleeves and grappling with the toughest physical and digital challenges in AI. 

This next chapter will be written in production environments. We’ll see it in manufacturing, hospitals, media & entertainment, supply chains, and financial systems. Nothing about this profound shift is theoretical. It’s operational, it’s deeply part of CoreWeave’s story, and it’s starting now.