Caroline Hyde

It's the first time that they've used somebody out of one of their core investors, and they came to us because of the quality of the infrastructure and the software solutions that we provide.

And so we just think it's an incredible vote of confidence from one of the most important lands in the world,

And we think that it's going to be a launch pad for additional business between us and them, just as every other client that we've brought on, really all the major clients.

They come on, they do a contract with us, and it's a land and expand strategy for both parties.

We really build from that into a very broad-based relationship where we become an integral part of their infrastructure strategy.

Let's talk about Mythos.

Does the slow unveil of the model to unique partners, does that signal an issue with compute?

So look, the strategy that Anthropic is using as they kind of bring their products to market is really, it's their strategy.

Our job in this ecosystem is to provide as much infrastructure at the highest quality that we can.

And they came to us, they engaged us because they have demand for compute because of the wonderful products that they are bringing to market.

And that's being echoed across the

different labs, you know, universally.

And, you know, our role in this is really to go ahead and to deliver the infrastructure that these companies are going to need and currently need to be able to successfully deliver their product to market.

That's what our role is we do.

Michael, I'm fascinated by the global perspective you have here, because the geopolitical environment that we live in at the moment means that energy prices are driving up, particularly over in Europe and the UK.

OpenAI, we have reporting that they're pulling back on their Stargate project in the UK because energy is getting too expensive, and yet they're going out to their investors and saying, look, we're ahead of the game, we're ahead of Anthropic because of our compute that we have.

What are you seeing in terms of people trying to rearrange where their compute is accessed from?

Yeah, look, you know, the way I kind of view it, my background really is within the commodity space, is that people are going to be very thoughtful about managing the cost of delivering infrastructure.

And some of that is going to come from the energy side.

But it's also going to come from places like CoreWeave, where our software and the yield on the compute that we build is just higher than other alternatives because of the quality of the software environment that we built.