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Deployment & demand · United States of America

CoreWeave

CRWV US Work there, own it, buy from it ↓

Specialist compute provider. Holds none of the How this is computedCount of rows in the bottleneck corpus: every material plus every non-material chokepoint.Method →Code → bottlenecks tracked here; listed as context for its step of the chain.

Bottlenecks held0 (Computed: Count of bottlenecks on which this organisation is recorded as a producer, a holder of the capacity, or a supplier of a critical part.) of 33none of the tracked rowsDirectory gradeCompetitivea judgement, not a sourced fact

Why graded so · Neocloud capacity is contested and growing — the constraint is what they buy, not what they sell.

Role cited from coreweave.com ↗. The grade is this project’s judgement. Report an error

01What it rests on, and what rests on it

each row quotes the page it rests on

Depends on

  • Grid interconnection queues
    “Limitations on generation, transmission, and distribution may limit our ability to obtain sufficient power capacity for our potential expansion sites in new or existing markets.”

    sec.gov · primary source · Power capacity for new sites; does not say "queue".

  • Leading-edge foundry capacity
    “For example, NVIDIA relies on suppliers such as Taiwan Semiconductor Manufacturing Company for semiconductor fabrication and other manufacturers for compute and networking components.”

    sec.gov · primary source · Through NVIDIA, its GPU supplier. CoreWeave buys no wafers itself.

A recorded dependency is a sentence, not a share, a volume or a contract. Walk it on a portfolio →

02SEC filings

6 most recent, from SEC EDGAR

The company’s own filings, from SEC EDGAR, fetched hourly. Substrata has not judged their effect on any bottleneck.

03Others at the same step of the chain

directory rows · grades are judgements
  • MicrosoftHyperscale compute buyerConcentrated
  • Amazon Web ServicesHyperscale compute buyer and custom siliconConcentrated
  • GoogleHyperscale compute buyer and custom siliconConcentrated
  • MetaHyperscale compute buyerConcentrated
  • OpenAIFrontier model developerConcentrated
  • AnthropicFrontier model developerConcentrated
  • xAIFrontier model developerConcentrated

04Ways to take part

how to reach it, not whether to

Not investment advice. This says how the public can reach a company — a job, its shares, its products — not whether anyone should. It takes no account of anyone’s circumstances, and a company holding a chokepoint is not a reason to own it. What this is not

Work there
Its open roles are read daily from its public job board, and listed here.305 open rolesOfficial careers page ↗
Own part of it
Its shares trade publicly as CRWV US, bought and sold through a broker that reaches that exchange.CRWV US listing record ↗Its SEC filings
Buy from it
What it does in the chain: Specialist compute provider. At this depth of the chain most sales are to other businesses, under contract. Its own page describes what it offers.Its own page ↗

05Hiring

from its public job board

All 305 (Computed: Count of postings currently listed on the public job boards Substrata reads, after the page’s filters. By default software and business roles that name no bottleneck are left out; "Every role" puts them back.) open roles, read daily from the company’s public job board. Official careers page ↗

06What this holds up

5 loops
  • Frontier training runone turn: Weeks to months

    depends on Grid interconnection queues, which gates it.

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source

  • Energyone turn: Months to years

    depends on Grid interconnection queues, which gates it.

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source

  • Software scaffoldone turn: Minutes

    depends on Leading-edge foundry capacity, which gates it.

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source

  • Firmware and programmable logicone turn: Minutes to hours

    depends on Leading-edge foundry capacity, which gates it.

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source

  • Frontier training runone turn: Weeks to months

    depends on Leading-edge foundry capacity, which gates it.

    Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source

A loop is one design, build and measure turn. Severity is a dated judgement on a 0–12 scale, not a measurement, and the judgements are not added together — the figure shown is the worst single one.

07Sources

1 cited
  1. coreweave.com ↗ — its role in the chain: Specialist compute provider

Discussion

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