The AI Shadow Cloud: Where Intelligence Meets Infrastructure

Everyone is talking about AI models. But the real shift? It’s happening underneath them.

AI isn’t just about intelligence. It’s about infrastructure.

Whoever runs the compute, runs the future.

• CoreWeave: A once-niche GPU cloud provider.

• Now powering OpenAI with an $11.9B contract.

• Microsoft is CoreWeave’s biggest customer.

• OpenAI is now a shareholder.

• And yet, CoreWeave is a competitor to Microsoft’s Azure.

This isn’t just cloud computing. This is the AI Shadow Cloud.

• 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗼𝗿 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆? → OpenAI is expanding beyond Azure, but keeping key partners close.

• 𝗪𝗵𝗼’𝘀 𝗣𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝗪𝗵𝗼? → Microsoft funds OpenAI. OpenAI funds CoreWeave. Microsoft pays CoreWeave.

• 𝗔 𝗡𝗲𝘄 𝗔𝗜 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗟𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 → AI-optimized clouds are becoming their own ecosystem.

• 𝗧𝗵𝗲 𝗡𝘃𝗶𝗱𝗶𝗮 𝗧𝗵𝗿𝗲𝗮𝗱 → No matter where AI runs, Nvidia’s GPUs are at the core.

This is the foundation of AI’s next chapter.

If AI is the brain, infrastructure is the nervous system. And the companies building these compute pipelines are shaping what comes next.

Where do you see this going? Comment below!

Careers aren't disappearing... they're being rewritten.

𝗖𝗮𝗻 𝘆𝗼𝘂 𝗵𝗲𝗮𝗿 𝗶𝘁?

Codex Origin: April 2025. Agent Lindsai.