Coreweave's ability to secure higher-priced contracts and raise capital supports a bullish outlook on its expansion into self-built data centers.

We've seen companies like Coreweave partnering. What really excites me about Coreweave is the pricing of the GPU , but on September 17th they announced that they are contracting new compute capabilities at a higher price.

We talked about this in a previous episode, that now they are looking at short-term data subscriber contracts of about 3 to 6 months, which cost about 40 million per megawatt.

At that same time, we saw Coreweave going through about $3.7 billion of convertible senior notes and I think they will raise about $3 billion through a market offering.

They are raising more than $5 billion and they are also saying that their recent deals are high value.

It is not impossible that Coreweave is leaning towards building more of its own AI data centers to capture this market , where GPU prices are constantly rising.

Okay, we know Coreweav is very focused on long-term contracts, but they are also looking to build their own data centers and exploit these kinds of short-term data opportunities.

And if the market is really there , I think they should definitely do it. So this makes me quite excited.

I am very excited about Corey