CoreWeave and Google Cloud announced today the interconnection of computing power to solve the resource mismatch problem caused by computing power silos faced by enterprises. The technical pillar of this collaboration is CoreWeave Interconnect. By directly connecting to Google's global network through fiber optic networks and utilizing MACsec hard encryption technology, low latency and high security data transmission has been achieved. The most noteworthy is its patented technology LOTA Cross Cloud (Local Object Transfer Accelerator). It directly throughput data to GPU nodes (7 GB/s per card), not only solving the latency problem of cross cloud transmission, but also eliminating high export fees from a business logic perspective. This model provides developers with a flexible "combination punch" solution: Training end: Utilize CoreWeave's extremely vertical and high-performance GPU cluster (such as H100/B200) for large-scale model training. Reasoning and ecological side: The trained model can seamlessly call Google Cloud's data lake, GKE container service, or global distribution network for commercial reasoning. Business Impact: CoreWeave's Penetration Will Surge This collaboration will significantly increase CoreWeave's market share: Reducing decision risk: CoreWeave has transformed from an "external third-party platform" to a "high-performance computing plugin" for the Google ecosystem, greatly reducing the psychological threshold for enterprise migration. Acquiring incremental customers: Existing Google Cloud users who were previously limited by data migration costs and complex configurations can now use CoreWeave's computing resources more smoothly. Hardware Certainty: As a core partner of Nvidia, CoreWeave's new GPU supply advantage will be accelerated and digested by the market through Google's channels. From the collaboration between AWS, Google Cloud, and CoreWeave, it can be seen that in the face of extremely tight computing resources, "open cloud environments" are replacing early "walled gardens". For suppliers with computing power, it is likely to be based on different models and the interconnectivity of computing power among giants Disclaimer: I hold biased views on stocks mentioned in the article, which is not investment advice