In the Loop Host Ejaaz Ahamadeen makes the bull case for CoreWeave (CRWV) as demand pushes second-hand GPU prices even higher. Video Transcript 00:00 Speaker A Then what's the bull case? Well, the first one is Andy Jassy, CEO of Amazon, in his comment last week, which basically implied, or actually didn't imply, it stated that demand had exceeded beyond 2028. 00:13 Speaker A Now, that is part of a wider trend that we're seeing across hyperscalers and just AI CAPEX compared to the dotcom era where there's actually demand for these things. 00:24 Speaker A People are willing to put up and pay a lot of money for the supply that is being created here. 00:29 Speaker A Back in the dotcom era, no one wanted to buy the thing. There wasn't that much demand.
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