# CoreWeave crashed on energy, not chips

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2026-02-24
- **Theme:** Energy & AI — https://www.gregosuri.com/predictions/energy-ai/
- **Source:** LIVE from NEARCON Day 1 In SF (The Rollup)
- **Watch at:** 03:10:10 — https://www.youtube.com/watch?v=oQ93LgM1N-o&t=11410s
- **Canonical:** https://www.gregosuri.com/predictions/energy-ai/2026-02-24-coreweave-crashed-on-energy-not-chips-aayy/
- **Cite as:** Greg Osuri, "CoreWeave crashed on energy, not chips," LIVE from NEARCON Day 1 In SF (The Rollup), 24 Feb 2026, 03:10:10. https://www.youtube.com/watch?v=oQ93LgM1N-o&t=11410s

## Quote — verbatim

> That's why \[CoreWeave\] crashed — because they couldn't get more energy. It's not that they can't get chips. Chips are getting easier and easier... models are smaller and yada yada yada. Energy is not.

## Context — site annotation, not spoken

Contrarian read of a GPU-cloud stumble: the binding constraint on AI has shifted from silicon to power. Company name garbled in captions ("cor").