Caroline Hyde

Once again, tumult really ensuing from what the likes of anthropic status models, other developments really mean for this area.

Look at Palo Alto Networks.

Here's a company that's actually helping with the mythos trial.

When you think about glass project, in particular glass wing project, where they're testing with some 40 partners to be able to get ahead of any cyber risks, Palo Alto Networks is one of those.

But it's still up by 7%, worst day in two years as we worry about how software names are reconfigured in the age of AI.

CoreWeave, though, benefits on the hardware side.

We're up 12% because there is an absolute need for compute and infrastructure.

And today they announced that they're doing that for Anthropic.

Let's get to the CEO of CoreWeave now.

Michael Intrade joins us.

You've just had $21 billion deal announced with Meta yesterday.

You have Anthropic today, Michael.

What does this mean for your investors in terms of the clarity of revenue growth coming forward?

Yeah, first of all, good afternoon.

Thank you for having me.

But it has been a unique couple of weeks for us here because not only have we really made tremendous progress with the likes of Meta and Anthropic, but we've also had tremendous overwhelming success in the capital markets.

as we continue to build the funding mechanisms to be able to ensure that we are able to execute on our roadmap for growth.

Let's talk about those funding mechanisms because you're looking at unique ways to be able to get access to credit lines by using, basically,

the power of your customer, the fact that Meta is the one that's coming to you for the compute and the strength there.

You're also tapping, though, well, convertible notes was what was issued yesterday, as well as bonds.