Caroline Hyde
speaker
8,902 appearances
181 recordings
4 series
first heard Aug 2025
last heard 12 Jun
Caroline Hyde’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.
Appearances
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.
You've got a buy rating, I believe, $120 price target.
Look, how much does the sentiment around CoreWeave with its meta deal, now with its anthropic deal, end up pushing out the price target, at least, for this company?
Luxury.
Luxury being that they offer NVIDIA compute in particular, Bren, or how are we seeing that being diversified at this moment?
And when you have the best data center builders in the world turning to CoreWeave, it's a pretty strong signal.
And everyone is saying this from the AI conference this week in San Francisco.
There's not enough compute.
And that's why semis are going straight up and software is going straight down because CapEx continues to explode.
Yeah, is the ROI pushed out?
Perhaps, but Corweave's going to be caught up into this in the next few years.
And you say it's been volatile and it hasn't been straight up and the volatility has come about how it affords.
At the moment, we saw some volatile trading just yesterday because when they announced the Meta deal, they also talked about selling more convertible debt and the idea that they have to finance the revenue growth.
How are you getting comfortable with that with Corweave?
Well, in our math, they have something like $90 billion of backlog.
And these customers are minimum five-year deals.
Showing 1501–1520 of 8,902 · page 76 of 446
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