Caroline Hyde

consumers that you're banking?

So these are the kind of things that are being really talked about both from the precautionary level and then

strategy-wise, how they can put guardrails in place.

As you mentioned, some of the companies that are already part of this project glass wing, they're testing these things out.

And that means that they're both looking at how their systems can be improved.

Really, these AI models are not meant to be things that are...

There's upside as well as downside.

There is upside.

Exactly.

It's meant to be something that helps, right?

Improves and identifies some of the vulnerabilities, but then it's meant to protect.

And so the questions have emerged, though, of if you identify and then the tech gets around it and starts to take advantage of those vulnerabilities that they identify, those are the main concerns that are being brought up.

For these systemically important financial accompanies.

with all the news that's happening when it comes to the relationship of the banks and Anthropic.

And look, let's talk about the compute needed for Anthropic.

Maybe that's in some way why we're seeing a limited rollout of Mythos.

Shares of CoreWave, though, as you can see, trading up 13% after landing a multi-year deal with Anthropic, renting out data center capacity to power its clawed AI models as demand for the infrastructure surges.

This comes just a day after CoreWave, of course, announced that whopping $21 billion deal with Meta.

We want to get an analyst take.

Brent Thill is with us, Jefferies.