Key points
- CoreWeave becomes first AI cloud provider to use Nvidia’s GB300 NVL72 systems, a high-powered, liquid-cooled platform optimized for advanced AI workloads.
- Dell’s collaboration with CoreWeave reinforces its tech credibility, positioning itself as a strong player in AI infrastructure after re-entering the cloud market.
- Microsoft and other major tech firms rely on CoreWeave’s GPU capacity, linking the company’s growth to Microsoft’s ongoing AI advancements and ecosystem.
Hyperscaler cloud firm CoreWeave has made a major move by becoming the first AI cloud provider to deploy Nvidia’s GB300 NVL72 system, a cutting-edge, high-performance computing platform tailored for AI tasks. This development strengthens partnerships between CoreWeave, Dell Technologies, data center specialist Switch, and infrastructure firm Vertiv. The new system is part of a broader push by tech companies to meet surging demand for AI processing power, with Microsoft and OpenAI among the notable users previously linked to CoreWeave.
The GB300 NVL72 system is a rack-scale setup that combines 72 Nvidia Blackwell Ultra GPUs, 36 Arm-based Nvidia Grace CPUs, and 36 NVIDIA BlueField-3 DPUs. These components are liquid-cooled to manage heat more efficiently than traditional air-cooling, a feature critical for handling the intense computational needs of AI and machine learning. CoreWeave emphasized that the system is “tightly integrated” with its cloud-native software tools, including CoreWeave Kubernetes Service (CKS) and Slurm on Kubernetes (SUNK), making it easier for developers to scale and run AI workloads.
For Windows Server and Azure users, this matters because CoreWeave’s collaboration with Dell Technologies highlights Dell’s expanded role in the cloud computing space. Dell, which temporarily stepped back from the cloud market in 2016, has since refocused its strategy around open-source hardware standards like OCP (Open Compute Project) and MHS (Module Hardware System) designs, aligning with core partners like Nvidia. Industry analyst Matt Kimball of Moor Insights & Strategy called the launch a “big win for Dell,” noting it challenges dominant players such as Supermicro and white-box vendors. “This brings Dell’s trusted hardware to a space where speed and scalability are key, especially for tech companies like Microsoft that need reliable AI infrastructure,” he added.
The deployment also addresses past concerns about the Blackwell platform’s overheating issues during testing. Nvidia has historically delayed product launches until hardware is fully stable, and Kimball said the same disciplined approach would apply here. “Nvidia and Dell are known for prioritizing quality, so this rollout likely won’t repeat earlier problems,” he said. The system’s design, he argued, reflects confidence in handling next-generation AI models without performance bottlenecks.
CoreWeave’s focus on GPU availability positions it as a go-to provider for AI pioneers. Kimball explained that the company is targeting early adopters and deep-AI enterprises, including those working with Microsoft’s Azure or other cloud platforms. “Firms like CoreWeave, Lambda Labs, and Crusoe are racing to supply the GPUs driving AI innovation. But they need partners like Dell and Nvidia to make those resources scalable,” he said.
The integration of these systems also supports AI applications such as large language model (LLM) training, reasoning, and real-time inference—tasks that are central to platforms like Azure as Microsoft invests billions into AI. CoreWeave’s CTO, Peter Salanki, noted that the demand for specialized AI infrastructure will only grow as models become more complex. “This system is built for test-time scaling inference, a must-have for deploying the latest AI advancements,” he wrote in a blog.
Other tech giants, including Meta, IBM, and OpenAI, are already working with CoreWeave, as revealed by public partnerships. These firms benefit from access to high-performance GPUs, which core technologies like Windows Server increasingly rely on for enterprise AI integration. For example, Microsoft could use similar systems to power Azure AI services or enhance tools for Windows-based developers running AI models locally or in the cloud.
Kimball predicted that CoreWeave might eventually expand beyond GPU-as-a-Service, but for now, it remains a niche leader. “The real customers here are companies elbow-deep in AI, not trying it out for fun. And with Dell’s quality backing and Microsoft’s ecosystem influence, CoreWeave is well-positioned to stay ahead in a tight market,” he said.
The move underscores the race for AI dominance, with Microsoft, Nvidia, and cloud providers like CoreWeave all investing in hardware and partnerships to accelerate development. As AI becomes a cornerstone of Windows 10/11, Azure, and enterprise tech, these collaborations could shape how businesses access computing power—from local servers to hybrid cloud setups.
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