Part 9/10:
Emerging Companies and the Future of Data Infrastructure
Finally, Wong shares a bullish outlook on newer players like CoreWeave, a recent IPO specializing in data center infrastructure and cloud services tailored for AI workloads. He regards CoreWeave as a vital player facilitating standardization and modernization within a currently fragmented and chaotic market landscape. By simplifying incorporation and scaling of AI stacks and data infrastructure, companies like CoreWeave aim to transform the sector and make high-performance computing more accessible.