Odd Lots

How CoreWeave Sees the Market for Compute Right Now

June 8, 2026·50 min·5-min readconversationaltechnology
Podzilla Summary (5 min)
TLDR
The conversation centers on the rapidly evolving AI inference market, where soaring enterprise demand is driving massive compute spending — often catching CFOs off guard — while infrastructure constraints shift from GPU scarcity to power and operational bottlenecks. Brandon McBee of CoreW

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Guest

B

Brannin McBee

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Brannin McBee

Companies

CoreWeaveNvidiaJane StreetMicrosoft

Products & Tools

HopperBlackwellVera RubinModal

Topics

Artificial IntelligenceCloud ComputingCybersecurityData EngineeringFintechMachine LearningSemiconductorsTech Industry

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