Brandon McBee

I mean, you know, on our end, I think we have 10 over $1 billion clients at this point and

Our financial services client backlog is in the tens of billions of dollars at this point.

And so we're now talking about things outside of AI labs, outside of hyperscalers.

And look, as you guys know, we support nine of the top 10 AI labs on the planet.

And if you exclude China and everything that's going on over there, like

We have a lot of visibility into what people are doing, and we're not seeing any pullback on what they're doing on inference today.

If anything, it just remains this unrelenting demand for access to the best technology solution in the market for running artificial intelligence, and that's CoreWeave's solution in the market.

Yeah, it's shifted enormously towards a more diverse customer base, right?

We got a lot of flack for this in our IPO, right?

People were...

noting that we only had a handful of large clients, that our clients were like just the hyperscalers and AI lab or two.

And I think that we have made tremendous progress in driving diversification.

So I'd say it sits probably across three buckets today, right?

We have hyperscaler clients who continue to grow with us.

We have AI lab clients.

As I said, nine of the top 10 AI labs on the planet choose Coreweave.

And then we have this enterprise base and the enterprise base just doesn't grab as many headlines as you would expect.

This is not these massive multibillion dollar contracts that are being signed.

But I think in Q4 alone, we added twice as many logos to our client base as we had ever done versus any previous quarter.

And that enterprise base is the one that's growing so much.