Dina Bass
speaker
144 appearances
6 recordings
1 series
first heard Nov 2025
last heard 22 Jul
Dina Bass’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 — 6 in all, peaking in Jul 2026 with 2.
Appearances
Everyone's looking for as much as they can.
Corey themselves in April signed deals with anthropic meta and Jane Street.
So
People want to see further details on what the demand looks like, but so far all indications are that it remains really strong.
The question is how is Corwe um paying for expanding capacity, right?
In order to meet all that demand, you have to acquire, build, develop more uh AI cloud capacity, and that's pricey and you know, and has has been a little bumpy for Cor Weav and and others in the industry.
I think Core Weave has tried really hard all along uh since their IPO to uh both diversify their customers and make sure investors understand that.
Early on the concern was that a very large percentage of its of their revenue was tied to Microsoft.
And we saw, you know, with reports of OpenAI uh possibly not selling as much as they might hope.
Uh, you know, Core Weave shares and other other providers uh reacted to that and core weave came out pretty pretty quickly to say, look
We have we have a lot of other customers and so
They're trying to make that clear.
They're also trying to sell more software services.
Um, part of their deal with NVIDIA involves figuring out, uh, you know, having NVIDIA market other things that Core Reef can sell besides the the raw, you know, compute power.
Sure.
And we've been talking about NVIDIA a lot.
And last week, we were talking a lot about the Google TPU.
The TPU is one of these kind of custom chips.
It's not one that Marvell does.
It's one that Google works with Marvell's main competitor, Broadcom, on.
Showing 61–80 of 144 · page 4 of 8
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