CoreWeave sees distinct markets for compute inside and beyond data-center build cycles

A CoreWeave representative argued that compute markets should be viewed by delivery time horizon, not just dollar value. Using a hypothetical two-year data-center build, the representative described a market for lower-cost capacity sold beyond that period, which could be replaced, and a separate market for capacity within the build cycle, where supply and demand may drive competition for compute.

The representative said long-term planning could create economic advantages and help cloud and infrastructure providers plan better. The figures raised in the question—around $7 billion per gigawatt for Q2, a possible move toward $40 billion, and rough calculations of $60–70 billion attributed there to Elon Musk and Jensen Huang—were estimates and expectations, not confirmed CoreWeave forecasts.