Navigating Neocloud Discontinuity: CoreWeave S-1 Teardown

CoreWeave has filed for its IPO. The company is a critical case study in the neocloud category – specialized infrastructure providers optimizing for AI workloads.

Decoding Discontinuity identifies and analyzes technological Discontinuities — such as the one being driven by generative AI — that fundamentally reshape market dynamics and create asymmetric return opportunities for institutional investors. This month, clients who are subscribed to our Institutional Tier get exclusive access to a 21-page report that applies our pioneering Advanced Growth Intelligence (AGI) analytical framework to the prospectus of CoreWeave, a landmark IPO in the generative AI space.

Part 1. Neoclouds: The Critical Infrastructure Layer Powering the AI Revolution

The Emergence of a New Cloud Paradigm

The artificial intelligence revolution has catalyzed a fundamental shift in cloud computing requirements, giving rise to a new category of specialized infrastructure providers: neoclouds. Unlike traditional hyperscalers (AWS, Azure, GCP) that were designed primarily for general-purpose computing workloads, neoclouds represent purpose-built environments optimized specifically…