シルズ氏は、純資産利益率が予想を上回ったことと、120億ドルのOpenAI契約や別の大企業との40億ドル規模の拡大など、契約締結の好調さを指摘した。設備投資が予想を上回ったことを認めつつも、IPO関連コストを調整すると利益率は安定していると強調した。

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While the 9.25% coupon rate on the notes is pretty high and suggests a fair amount of risk, the massive investor interest ... overwhelming some of the concerns about CoreWeave at the moment ...