A company that started mining cryptocurrency pivoted to GPU cloud infrastructure, went public at $40 a share, raised $1.5 billion, then tried to buy Core Scientific for $9 billion. The shareholders killed the deal in October. But the fact that a company nobody heard of five years ago was writing nine-figure acquisition checks tells you everything about where infrastructure is headed.
CoreWeave now runs 33 data centers globally. They claim 20% better GPU performance than hyperscalers, thanks to liquid cooling and dense architecture that legacy providers can't retrofit without tearing out their existing facilities.
What this means for the channel: the infrastructure layer is being rebuilt from scratch by companies that don't have partner programs. They don't need them. If your value proposition is "we help you buy cloud," you're selling a commodity against companies that are literally constructing the physical future of computing.
Time to figure out what you're actually offering that a procurement portal can't replace.