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Bloomberg Tech

CoreWeave Tumbles on Data Center Delay

11 Nov 2025

Transcription

Chapter 1: What caused the drop in Nvidia shares?

1.347 - 5.134 Caroline Hyde

So, what will Rachel Reeves' pivotal new budget mean for you?

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Chapter 2: How is CoreWeave CEO addressing data center delays?

5.675 - 9.842 Ed Ludlow

Has an innovative think tank just come up with a solution for replacing stamp duty?

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Chapter 3: What impact does SoftBank's stake sale in Nvidia have?

10.022 - 11.465 Caroline Hyde

Hello, I'm Steph McGovern.

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Chapter 4: How is CoreWeave diversifying its supply chain?

11.745 - 12.727 Ed Ludlow

And I'm Robert Peston.

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Chapter 5: What challenges does CoreWeave face with third-party partnerships?

12.927 - 20.841 Caroline Hyde

And we wanted to recommend you our podcast, The Rest Is Money, where we answer questions like these to try and make sense of the UK's economy.

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Chapter 6: How are AI investments influencing CoreWeave's strategy?

20.821 - 21.602 Stephen Engle

Look, we get it.

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Chapter 7: What are the implications of the earnings report from Paramount Skydance?

21.622 - 23.906 Stephen Engle

You're a discerning sort of person.

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Chapter 8: What trends are emerging in AI infrastructure investments?

23.926 - 25.908 Stephen Engle

You're a Bloomberg listener after all.

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26.049 - 32.999 Caroline Hyde

So we're not going to waste your time. Here's why it's worth you searching for The Rest Is Money in your podcast app or watching us on YouTube.

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33.139 - 44.736 Stephen Engle

Twice a week, The Rest Is Money tells you everything you need to know about the money matters affecting all our lives. Fiscal and monetary policy, housing, immigration, even the high street.

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44.8 - 49.145 Caroline Hyde

Yeah, we do conversations for curious minds, no dry discussions here.

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49.325 - 52.329 Ed Ludlow

That's why we speak to brilliant and fascinating people.

52.529 - 58.716 Caroline Hyde

Yeah, recent guests include Dan Needle, Art Laffer, JP Morgan's Karen Ward and even the Chancellor herself.

59.056 - 60.818 Ed Ludlow

So why not give us a try?

61.219 - 83.091 Unknown

Search for The Rest Is Money. Bloomberg Tech is live from coast to coast with Caroline Hyde in New York and Ed Ludlow in San Francisco.

83.392 - 108.065 Ed Ludlow

This is Bloomberg Tech. Coming up, SoftBank sells its entire stake in NVIDIA for close to $6 billion. This to help bankroll its other AI investments. Plus, we sit down with CoreWeave CEO Michael Entrater to talk about the company's earnings and that data center delay. and more earnings with Paramount Skydance as the company reports its first results since David Ellison's takeover.

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