Ed Ludlow

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To its credit, CoreWeave has said is consistently the users, the customers of CoreWeave want NVIDIA.

So even if there are other products out there in the marketplace anyway, it's NVIDIA that they keep asking for.

And it's not just the latest generation of NVIDIA accelerators.

NVIDIA is going to start offering its CPU, not its GPU, its CPU as a standalone offering, and CoreWeave gets to be first to deploy that.

It's hard when it's both a technology and financing arrangement to move past the circular argument.

What, to its credit, CoreWeave has said is consistently the users, the customers of CoreWeave want NVIDIA.

So even if there are other products out there in the marketplace anyway, it's NVIDIA that they keep asking for.

And it's not just the latest generation of NVIDIA accelerators.

When we spoke to NVIDIA CEO Jensen Wang last night in a Bloomberg interview, he said this is simply about confidence in CoreWeave, CoreWeave's plan, CoreWeave's management to build out capacity, accelerate data center capacity.

But we asked him, well, isn't it circular financing?

And his answer to that was very simply, it's not circular financing.

It would be ridiculous to call it that because it is a tiny portion of what we know CoreWeave is going to have to raise.