Traction we get with clients once they get proof of concept is 'overwhelming', says CoreWeave CEO

Core Investment Insights - Jensen Wang discussed the importance of being a great investor and highlighted the investment in Coreweave as a significant opportunity, despite its perceived risks [1] - The narrative of circular investment is fundamentally flawed, as it misrepresents the nature of investments being made in the technology sector [2] Market Dynamics - Major technology companies such as Meta, Microsoft, Amazon, and Google are actively purchasing infrastructure to meet client demand, indicating a robust market for infrastructure investments [3] - The current infrastructure buildout is substantial, and partnerships are common as companies aim to deliver infrastructure solutions to consumers, which is not indicative of circular investments [4] Investment Scale - Nvidia's initial investment of $100 million was not aimed at circular acceleration but rather at acquiring a solution that they wanted to own, reflecting a strategic investment approach [4][5] - The total raised amount of $25 billion signifies the scale of investment in the sector, driven by the demand for innovative solutions [5] Future Outlook - The narrative surrounding circular investments is expected to fade as the fundamental market drivers remain strong and continue to support growth in the technology infrastructure space [6]