Kim Forrest

Sure.

Well, of course, it's circular financing.

CoreWeave, as well as everybody else, even Microsoft, is a big customer of NVIDIA's.

So if NVIDIA is investing in its customers, by definition, it's circular financing.

It is a good point that $2 billion is probably a rounding error for NVIDIA at this point.

But it's also true that CoreWeave has to prove itself to the market and raise its own money.

Yeah, kind of.

Jensen points out that CoreWeave is going to be one of their reference accounts.

What you ideally want in a reference account is somebody that has worked with you, is kind of pure, and has no inside kind of relationship with what they're recommending other than they use the product, they love the product.

And this kind of sullies the relationship that CoreWeave has so much investment from

the company that they're giving a reference for.

Sure.

Well, you know, we're going to see them until we don't.

I'm not trying to rain on anybody's parade.

But at this point, it's all kind of, you know, up in the air.

Right now, there is a huge demand for compute.

But like everything else in the world, somebody's going to overbuild, and it's going to, you know, be jarring and disappointing.

I'm not saying that that's any time in the future.

I'm just pointing out the obvious, that...

You know, yes, this is a very symbiotic world with customers and providers and competitors all kind of working in the same pool.