Coreweave Fully Connected Preview with Jean English

Hello, I'm John Furry, your host of the Cube here at the Cubes studios in PaloAlto, California. Of course, we have our Cube studios at the NYC as part of our NYC wired program. We're here to preview the Core Fully Connected Conference happening September 29th through October 1st. Gan English, the chief marketing officer, is here from Coree. Gan, welcome back to the cube. Congratulations on the Vera Rubin first workload verified you know operating then the success on earnings continued momentum in the AI infrastructure space the demand is thundering away there's huge demand for intelligence we're seeing that in the infrastructure but now the enterprise are leaning in welcome to the cube >> thank you John glad to be here >> it's an exciting time I mean all the people waiting for more infrastructure all the AI native developers it's booming as I mentioned And you guys are holding your first ever user conference fully connected. Tell us what does this mean to bring everyone together at this time. We see the momentum. We see the demand. We see the technologist leaning in. System architecture game is on. The results are driving revenue not just efficiency. What does it all mean? Take us through what's the plans. Yeah, this is our first ever full stack corewave cloud conference and you know we have we are so delighted to be able to host so many people with us. you know enterprise AI has moved past the pilot phase and you know when we think about what the teams are doing when they've been demoing they've been doing agents you know stakeholders are asking for more you know but really when you think about like it's going from prototypes to production and production is like the real test but it's not where things get solved alone and so you know the launch of an agent or application is really just the beginning and so once a model has been developed or an agent meets real users um that's where the real value comes in so the conference is all about how do you understand the real feedback loop on what's happening, what's breaking, what's working, what needs to improve. And we want to bring the teams together that are actually working on it today. So we we call it the AI loop. So we'll be doing a lot of conversations around this loop. The framework as we think about it is what we've been building around training and inference. You know, how people look at observability evaluations, but all those things are happening inside of the loop. And so that's what that's what fluid connected will do. It will bring together in a physical way how people are going to talk about building and realizing real value of AI. >> You know, we've been covering a lot of the conversations with core. Before we've ended the industry, the number one thing that people have talked about is that I want to get my AI infrastructure up and running tied to the application. You're seeing the deterministic workloads and agents which you mentioned, but they need support and and connectivity. They need to have the low latency. You guys have built the system and a lot of people were like, wait a minute, will there be demand? There is a significant amount of traction in the enterprise, you know, post the coding wave and we're still needing to see coding dominate as the use case, but that's unlocked the value of revenue generation and we're hearing first token out drives revenue. Get that done super fast. How has your success changed the conversation? >> Yeah. Well, I think one it's like, you know, you got to hear from a lot of different people as to what success means for them. Um you know when we think about you know the different voices right now in AI you know it's a signal and so many of the builders today if you think about cognition or reflection AI parallel web systems liquid AI client they're all at different stages of how they've been building out especially when you look at enterprises JP Morgan Chase Ford Caterpillar even IBM they're all coming from different places and spaces and you know what they're looking for in this is really the same thing they're looking for the pace to develop agents and apps and to do the training or inference at the at the space and the rate that they need to get out into market fast. Um, it's the performance. They cannot be slowed down. Um, they cannot have latency. Um, they cannot have any gaps in terms of how they think about observability and what they need to do to fix what may be broken or had to get things back on track and they need a true partnership in order to make that happen and someone that's going to work side by side with them. And that's what we believe in core. Um, you know, improving a model or agent or application that works is one thing um, but running it with reliability and production is what really matters. And so that's what we see this conference doing is being able to bring people together to think through what are people actually doing? What are they in production? How are they realizing real value from AI? What are they doing to like to drive in line revenue? How are they doing to get things to a point where they're seeing real productivity? Um, and we see this with clients whether it's Grammarly talking about you real time inference of what they're doing. you know, cohhere is a big client of ours talking about, you know, topology aware scheduling so teams can turn, you know, real GPU capacity into actual training progress. Um, IBM is doing very sensitive, you know, research workloads and they're doing it very securely. Um, but these are all topics and it's what labs and AI native companies and enterprises are all talking about. >> You know, this this conference will probably have a lot of those conversations. I'm sure there'll be a lot of customers speaking from the AI native companies to the large enterprises. But some interesting trends have developed that I think is going to make it very interesting at this event. I want to get your thoughts on this. One is a new term's been kicked around in in the industry circles called asset light, which means that you don't have to spend billions and billions of dollars to get AI intelligence. That's driving a lot of people to say, "Hey, I'll just go to coreweave. They have the the infrastructure. I can get that multi-tenant environment to feel like a single tenant that's very cloudnative end-to-end workloads. the agents are looking to be more reliable with security and governance. So you're starting to see people saying I don't have to spend all that capex. I just want to get the service turned on fast securely. This is becoming called asset light. It means different things but that's generally people like I can get into the game. How is that going to change this the content at the conference? Again it's the first one for you guys. You'll have builders. You'll have operators and investors there. How does that change the demand and the speed to get value or or are you hearing that same word? It's kind of a different word. Some people use it differently but asset light means hey I can just go to coreweave and get some intelligence. >> Well the cloud has been popular and have been around for many many years. Um I think the key with core is that it was purpose-built just for AI. Um you know when we look at what the full integration is of a full AI loop continuously learning and improving. Um that's what we see happening with clients who were in AI today. How they're using AI to you know again build agents applications being able to get you know more productivity from their teams. The ability to drive inline revenue um you know is all the things that companies are talking about right now. Um I think before it was like a question of you know can it work? I think most people believe it can work. Now they're thinking about can it run reliably? Can it be can we secure it? Can we control the cost? whether it's asset light or you know the need to be in a in a true AI cloud I think that's why many customers come to us um so much of it is about the fact that we see nine out of the 10 leading foundation model providers rely on core weave today um we're known for speed and reliability especially with AI labs and now even in the enterprise and as you think about what that means to scale across not just training but inference um that's why people rely on cororeweave that's why they come to us and the diversification of clients that we work with today is you know, absolutely incredible. Um, the way the way that we look at benchmarking and how we are seen as the number one AI cloud is also, you know, something we've been standing behind now for the last year and a half. Um, and as we think about what other customers have tried, they come back to us and say, we think that, you know, when we work with Coree, we know it's going to be reliable. They often talk about us as being the very best AI infrastructure on the planet. Um, and that's not just us saying it, that's other customers saying it. And they know that they can run faster with us. Um, and they know that it's not just a sales pitch, you know, it's true engineers working with engineers every day and they're solving those problems not in weeks but in in days and in hours. >> Yeah, it's awesome. I was talking to Nvidia too there in was recently at Stanford for the hot chips event getting into the innovation. The software can evolve with the infrastructure and that's been a great innovation that that has given a lot of customers the confidence that they could use these services to get going and get into production and move out of the pilot as you mentioned. So, I have to ask you, who's going to be speaking? Uh, that's that kind of highlights the event so people could know if they go what what's going to look, what's going to be, what's the vibe going to be like, and how does this new this mix of voices actually talk about the value? Can you share how you guys are thinking about the content, who's speaking, what are they going to be talking about, and what might surprise people? Yeah. So, we're going to have we have over 40 customer speakers um with us for the event. So, we're excited to bring on such strong talent and recognized voices in the market. Um if you think about the labs um or the platforms that are creating AI and training AI and and getting, you know, applications out, it's either going to be Cognition, Reflection AI, um Parallel Web Systems, Coher's going to be speaking, Liquid AI, Klein. Um then you've got the big enterprise hitters. you know, Caterpillar has got an amazing story and what they're doing with us and physical AI and the ability for them to do better inference with us. Um, you know, Ford, JP Morgan, Chase, IBM, these are all speakers that'll be there at the conference and whether they're on a main stage as a keynote. Um, as I said, we have over 40 breakouts that we're doing as well. And so, you'll get to hear from clients. It's not just us talking, you know, with people. It's actually like clients giving their own stories. And so, this is a conference that's built for the user by users. And so like our goal is to connect people in better and richer ways um and to give them great experiences to connect and to learn from each other. And then of course we'll have some fun as well. We actually have um Sean Evans from Hot Ones who'll be speaking with our CEO. So if you if you want to know the most pressing questions under the gun uh of you know of a Hotwing Challenge uh you know Mike will be speaking with him. Um we'll also have some demonstration of some real physical AI um excellence with a battlebot showing up as well. And so just more and more opportunities to get hands-on with labs, hands-on with technology. We actually have Aston Martin who will be there. We're going to do a full garage with them and they're actually going to bring a data set so that you know we can go into a lab and people can see like what they can build um to look at the face the pace and the race of how the performance will be with the car as well. >> Yeah. I mean that hits all the boxes. I mean you got the autonomous, you got the edge, you got low latency. This speaks to the opportunity and I want to get your thoughts because your mix of business is interesting. You have nine of the 10 labs. You have emerging enterprises. You mentioned the building out. You got the edge coming on quickly. What are you guys hearing from customers and why they choose coreweave and why they stay with you? >> Yeah, I mean we hear time and time again three things. I think the pace of which how we work is really a leading in the industry. Um the pace in which clients can get faster to market um with what they're building is always a priority for us. um the performance of you know what we build in terms of a full stack AI cloud um is number one in the market and we see that time and time and again and the ability to not just have it in a benchmark where clients are seeing it you know in real time in action. Um the ability to have full observability across the stack so nothing ever holds people back um has been key and then the partnership and that partnership is everything. The partnership to have direct expert you know connections the partnership to understand what people are building and how we help them to get there again faster and with better performance. Um the ability for a partnership you know where they can talk to someone engineers working with engineers um that is key. Um so we call it the three Ps performance and partnership. Um but that is all the reason why companies come to us and I think that the reliability of of what Coree delivers um time and time and again has been seen as just the absolute you know best of breed in this industry and it's what we're excited to bring forward um when we come together um at fully connected. >> You know it's interesting you made me think about this and I want to expand on if you don't mind. If you look at the extreme code design vision from Nvidia for instance which I love by the way for everyone this is the new relationship uh motion the code design you mentioned engineer to engineer people are making a generational decision u about their business I mean this isn't just like buy some servers and rack and stack this is about building the next generation system architecture so talk about that co-design that relationship why that's so important and why the customers are are aligning with that. I think there's a few things I mean as you look at like the difference of being in a true you know AI cloud um you know these are systems that are not built for old web architectures you know they are built for AI workloads and the ability to understand exactly like what's needed in every company today that's using AI either building AI they're inventing AI itself they're using AI to get a competitive advantage um they need to have a system and an architecture that's built for that type of workload load. Um, and if you think about the need to like have development tools, agent tools, ability to have evaluations, full feedback, um, it's no longer just about creating something in in one design and being able to push it into market. Usually, it's the agent, the application that's been built and the ready to ship is just day one. And that day one turns into how do you have users using these agents and applications? How do you get more learning from it? How do you actually improve? How do you run it? How do you observe it? Um, how do you evaluate it? Um this is all the stages that we think customers are going through today and they have to be able to do it to where it's not in separate systems and that's where some of the architecture is really critical. It has to be fully connected. Um and the ability to do that in a full loop is what's going to be the difference of companies that are just shipping AI today and the ones that are truly being able to drive competitive advantage. I'm sure that's going to be a great conversation because the velocity of the buildouts on the app side and the intelligence is massive but the quality has to be there because you you don't want to you want to get the all that data feeding into the system huge con huge constraint to deal with but you can engineer that in you guys have done that I think that's the new architecture you can get high velocity coding agents will be coding the apps are launching faster but they got to be high quality and that's where the data comes The data is always everything, isn't it? I feel like we've been talking about data for decades, but the data is, you know, job one, when it comes to AI and the quality of the data. I think part of it is the quality of the feedback, the quality of the accuracy, um, and being able to continuously learn and improve. >> You know, the core brand is emerging. You guys have success. Congratulations, Gene. You had a great tailwind, but you guys have been doing a lot of work around this. Obviously the relationship with Nvidia uh and the um the providers on on the hardware side and software side have been key. Take us through your vision on the brand for coreweed because you know you you're generating success. People are super happy to get the capabilities. We're seeing it move the needle again. You can mix the business from the big labs to now the enterprise which we think is going to be massive because as agents scale and be reliable. Talk about your vision for the brand of coreweave. What's the promise? Where do you take it? Yeah, I mean core weave is the essential cloud for AI. Um, and when we think of the word essential, it's about the tools, the technology, the teams that actually like create the ability um for companies to get full advantage of what they're doing with AI innovation. Um, we do see ourselves as a force multiplier in this. You know, the companies that we work with every day are the ones who are really creating and driving AI and the intelligence that goes out into the world and we are the ones empowering them in order to do that. Um so our for and the way we look at ourselves as being yes again that force multiplier. Um but you know we really see that companies who are leaning in from the ones who are inventing AI um those are pioneers and mainly in labs. Um if we think about the companies that are advancing with AI those are the ones in enterprises and then we also see the the in the companies that are you know building and leveraging in platforms with AI and AI native companies as being critical to this you know ecosystem as well. But in the end, everyone's using AI, you know, in some way, shape, or form. And so, you know, if they're using AI, most likely it's running on Core Wave and and the ability for us to be a big part of this ecosystem is a big part of who we are as a brand. So, we care about every individual that's using AI today. And that we want every single thing that they touch um to be reliable and to be fast and people to get the information that they need at the speed that they need it. Um, and our brand is all about the trust and credibility and reliability behind that. you know, the hardware, the software, the supply chain. This is what a lot of people talk about in the industry, but you hit it, I think, is really key. The demand for intelligence and AI is so high because you people want it once they use it. They see the value and when it's not there, they they want more. They complain. It's like where's my AI? Because you it actually helps people. This has been a big phenomenon and people don't understand that demand for intelligence because it's in every vertical. It's in every department. Every business is experiencing it. this is driving the demand curve. What's your reaction to that and how would you comment to people who say well you know demand is where's the demand? We see it everywhere. What's your take? >> The demand is insatiable. Um there is so much demand in the market right now for the AI infrastructure that we provide. Um we are a full stack um cloud provider. Um our AI cloud you know is seen as number one. Um we see this through clients coming to us who have either tried something else um that they didn't get the reliability that they needed um as they think about like what we were able to deliver in record time and whether that's bringing thing up you know bringing it up and validating it first to market as we did with Ver Rubin um to how we think about the tools and development tools that we provide to clients and those are researchers and developers that are in the market today um you know all of that is an ecosystem that we serve and the ability for us to do that you know with the partnership that's required is what we really see as a big differentiator. >> Gene English, the CMO of Core is here. Final question, what can people expect in the rooms, in the hallways? You got some great experiences all across the board. What's the what can they expect? What should they know before they go and what can what should they expect? >> Uh so Fully Connected is the place to be. Uh you know, we're excited to be able to host this full, you know, conference, you know, across the whole stack of core together in one location. and it's our b our first major conference. Um we're thrilled to be able to host so many you know clients that are coming um prospects um researchers developers um analysts investors um as we think about you know what people are doing to build and pioneer with AI um you know it is going to be the place where we're hosting this conversation um you know we're staying focused on job one which is powering those AI workloads at the pace and the scale that people are building the future actually need and so you know whether it's a lab or enterprise you know we welcome you um you know we are an integrated you know purpose-built cloud just for AI. Um, we're excited to be able to host the conversation and to show like what we're doing with clients every day. It is a conference you know by users for users and you know when we think about what people are doing to build and scale and running AI um this is the place to be. Um and so whether it's you know an ambition or it's already an execution and adoption and and running at the pace of the business we think that this is a conference to come and and have that connection and conversation. So three days breakouts, keynotes, um you know what we're going to be doing to talk about you know AI infrastructure to you know agent development, application development um all this is the conversation that we are looking forward to having. Gan, you know, when you get the right people in the rooms, magic happens. This is the time. You guys are right in the middle of all the action, the innovation, the experimentation, the production, reliability, and confidence. Congratulations on your success, and we look forward to your event on the 49th to the 1st of October. >> Thank you. We look forward to seeing you and to having everyone there. So, thanks. >> I'm John Furry, host of the Cube. Here at the Cube Studios, this a preview of Cory's fully connected conference. Again, it's all about getting the right people in the room. And this in this market, the AI infrastructure are the right people. The builders, the application, the engineers co-designing together. This is the future of the AI native world. Thanks for watching.