Ed Ludlow

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.

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.

Bloomberg Audio Studios.

Yeah, and I think the idea of how much more improved Optimus will be, how sophisticated it will become, and how many billions will be out there in the world.

But more broadly, he also talked about where he is in terms of Starship, where he aims in terms of space, and the idea that they want to be proving full reusability for Starship this year.

If you put those AI data centers in the next two to three years, he's saying more broadly space is the cheapest place to put AI in two to three years.

At one point, we're thinking the narrative is all around NVIDIA and Jensen Huang being bullish once again on the trillion dollars of spending that's going to be going into the

idea of AI data centers, the need for chips.

But we've also got earnings on deck later today.

That's something you're going to be digging into.

At the moment, NASDAQ's up six tenths of a percent.

But look, we're in the green across the board when you're looking at every benchmark across the entire world, Ed.

But the CEO, Sam Altman, he's been really busy traveling in the Middle East.

He's been meeting with top investors in an effort really to secure funding for an investment round that could total, get this, $50 billion.