I think the potential of Agenic is to rethink how work gets done overall. It challenges all sorts of

traditional orthodoxies around how organizations execute the work at hand. That's Jason Gersatus,

CEO of Deloitte U.S., talking about the transformational potential of Agenic AI. Join him later to learn

why agents are a game changer for businesses across industries.

Hey, it's Andy. Artificial intelligence remains front and center everywhere from Wall Street to

Silicon Valley to Washington, D.C. So today we're going to re-air a conversation with the CEO of one of the

key hyperscalers in the AI space, CoreWeave. The interview took place this past

January at the World Economic Forum in Davos, Switzerland. We talked about everything from

CoreWeave's relationship with NVIDIA and its investment in self-built data centers to whether

the AI boom is a circular economy and the broader future of AI investments.

We'll be back next week with more original interviews with CEOs in business, finance, and technology.

Hello, everyone, and welcome to Ad Barron's. I'm Andy Surwer and welcome to our guest Mike and Trader CEO of CoreWeave.

Mike, great to see you. Thanks so much for joining us.

Thanks for having me.

So CoreWeave is right up there with Invidia and the Mag 7, one of the most consequential companies on the planet right now.

So there's a lot to talk about. I guess I'd like to start by

asking you, Mike, to explain CoreWeave's business model. How does it work? That was an aggressive

placement of CoreWeave. We're an important part of the ecosystem for sure, but those are some of the

largest companies. He's being modest. Yeah, so look, Corweave's role in the ecosystem, right?

The way that we built the company, the way we conceived of the company,

was from a position of trying to build, trying to pull together the best silicon solution,

the best software solution and the best infrastructure solution, and deliver that to the market,

...