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CoreWeave
stableNeutral
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competes with (2)
OpenAI logo
OpenAI
stablePositive
Est. 2015·San Francisco, CA
Coverage (30d)
2vs69
This Week
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Evidence
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Team Size
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Timeline

OpenAI2027-01-01

IPO delayed to 2027 due to market resistance and investor skepticism

OpenAI2026-07-16

Employees donated over $215,000 to Guardrails Alliance

OpenAI2026-07-13

OpenAI reactivated ChatGPT on WhatsApp in the EEA

OpenAI2026-07-12

Stargate Abilene data center cluster breaks ground in Texas, targeting 5 GW capacity

OpenAI2026-07-10

OpenAI CEO Sam Altman claims 54% token efficiency gain on agentic coding for a new unnamed model.

OpenAI2026-07-10

BofA lends OpenAI $520M in first bank loan ahead of delayed IPO

CoreWeave2026-06-16

Trained DeepSeek-V3 in ~2 minutes on MLPerf v6.0, beating AWS record by 43%

CoreWeave2026-06-16

First cloud provider to validate Nvidia Vera Rubin NVL72

CoreWeave2026-06-16

First cloud provider to validate and deploy Nvidia Vera Rubin NVL72 at rack scale

CoreWeave2026-06-03

Brought up first Vera Rubin NVL72 system

Ecosystem

CoreWeave

usesNvidia Vera Rubin NVL722 src
competes withAmazon2 src
usesVera Rubin NVL721 src
competes withGoogle Cloud1 src
competes withNebius1 src
partneredGoogle1 src

OpenAI

developedChatGPT85 src
developedGPT-4o52 src
competes withAnthropic52 src
competes withGoogle31 src
hiredSam Altman25 src
developedGPT-3.525 src

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