There are opportunities to position yourself to take advantage of this AI wave, says CoreWeave CEO

You obviously have been watching the development of Oracle stocks double because they're uh getting in this business. Are they offering the same kind of thing to to a hyperscaler as you do. Uh so Oracle has its own set of products that they're offering um and they are a formidable competitor. Uh they are um uh one of the companies out there that I think that we compete with, right.um uh in terms of being able to offer infrastructure to you know the the the AI labs uh that that are um you know are are offeri ...