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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.
Appearances
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.
And so you're seeing both sides of that coin really being driven and you're seeing the success
of our infrastructure and the adoption of our infrastructure because of the part that we can impact.
And so we look at the different energy markets, we place our infrastructure in lots of different places in order to mitigate localized risks, such as what's happening in Europe at the moment.
But we really do think that the part that we can directly control is the quality of the infrastructure we deliver.
Would you pull back from the UK, Michael?
No, no, we have no intention of pulling back from the UK.
We are well positioned there.
We have a great relationship with the energy companies, with the data centers, and with the broader economy over there.
And we absolutely will continue to build and expand our footprint in those jurisdictions.
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