CoreWeave

“I think we may have four IPOs in the pipeline in the next four to six months. The rumors out there around companies like Cerebris and CoreWeave and Databricks, those are all in our portfolios.”

“When I talk to CoreWeave, when I talk to Azure, when I talk to OpenAI, when I talk to Amazon, Google, et cetera, not one of them Is talking about anything other than how do we find the facilities that can support a gigawatt or two gigawatts or three gigawatts …”

“That, that we did because we all got caught with the hit called ChatGPT and OpenAI APIs, right? Yeah, we were completely, I mean, like, yeah, it was impossible. There's no supply chain planning I could have done in you know, what is it, you know, like none of …”

“Cisco's revenue, a lot of it was funded through private-slash-credit investments into building out telecom infrastructure, right? When we look at NVIDIA's revenue sources, very little of it is private-slash-credit, right? And in some cases, yes, it's private-s…”

“It sounds to me like maybe a, an even better funded version of CoreWeave”

“I'm on the buy side. So when Goldman or Morgan Stanley want to sell one of these things, our phone rings. And they want to check market conditions. They want to check what we're thinking, you know, and then eventually you know, the roadshow occurs, et cetera. …”

“I think they have four or five products literally sitting on the shelf because they don't have the compute to deliver it to customers.”

“When you talk about two years for GPUs, they're going to, cutting edge GPUs are going to be used for cutting edge training for the, you know, frontier models in that first two year period. But all these things are going to continue to get used for inference.”

“As you know we're shareholders in CoreWeave. Since a couple rounds ago, we were one of the largest buyers in the IPO, and we're happy we did.”

“Yeah, we delivered the first GB 300 a couple of days ago to CoreWeave. We announced that. We actually have delivered another GB 300 system to another customer.”

“One of the more peculiar of all the deals is, and this was disclosed in a CoreWeave filing, was NVIDIA has promised to buy any of CoreWeave's service availability that they can't sell to anyone else.”