CoreWeave Expands AI Stack as Inference Demand Surges

CoreWeave is expanding beyond GPU compute into networking, storage and software, launching Forge, as inference demand grows faster than training. Analysts say the training-to-inference mix is 50/50 today and expected to reach 10/90 next year. Customers increasingly want shorter contracts, spot pricing and on-demand access, which carry higher prices than long-term take-or-pay deals.