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In this keynote analysis from Fully Connected 2026, theCUBE's John Furrier and Dave Vellante break down CoreWeave's evolution from a GPU-focused NeoCloud into a full AI infrastructure cloud. The hosts unpack findings from a proprietary customer survey showing the shift from training to inference, with customers moving from a 90/10 training-to-inference mix a year ago to 50/50 today and an expected 10/90 split next year. Vellante cites Barclays estimates of $13 billion in fiscal 2026 revenue growing to $54 billion by fiscal 2029, along with a $12.5 billion backlog and GPU utilization rates of 80% to 90%, far outpacing on-premises deployments. The conversation also explores whether the next wave of AI performance gains will come from system-level optimization rather than individual components, a question Furrier poses as central to understanding how data centers are evolving into factories of intelligence. Furrier and Vellante examine CoreWeave's expansion beyond compute into networking, storage and software through its Weights & Biases acquisition and the newly announced Forge platform, drawing parallels to AWS's early buildout of adjacent services. They also touch on the complexity of CoreWeave's capital structure, the deepening NVIDIA partnership following the first Vera Rubin deployment, and the broader shift toward token-based economics. From open weights lowering inference costs to the rise of agentic and robotics workloads, the hosts preview two days of conversations with CoreWeave's partners and customers shaping the AI infrastructure frontier. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - CoreWeave: Navigating Challenges and Transforming the AI Landscape 02:25 - Strategic Market Growth: CoreWeave's Expansion and Optimization 06:43 - Strategic Market Insights and CoreWeave Innovations 09:13 - CoreWeave's Expansion: Navigating GPU Availability and Hyperscaler Competition 11:26 - AI Evolution: Open Weights and NVIDIA's Integration 13:26 - Title: "Insights, Innovations, and the Path Forward #theCUBE #FullyConnected #theCUBEresearch #CoreWeave #NVIDIA #AIInfrastructure #NeoCloud

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