Aug. 13 at 12:10 AM
$APLD following up regarding the
$CRWV Q&A. The transcript is not available yet but I believe it was someone from Goldman Sachs. Question I had was
$OWL was mentioned and what is there link to
$CRWV. They are partners at the Virginia and New Jersey locations. Why was the question asked is below. And why this is good for
$APLD locations.
$APLD has advanced cooling and room to go where as
$CRWV other locations have limitations on cooling and data center shells.
investor Q&A during the call included a reference to “Blue Owl” when discussing infrastructure build challenges—suggesting an analyst directly asked if constraints were tied to capital‑partners like Blue Owl. CoreWeave’s executives—CEO Michael Intrator and CFO Nitin Agarwal—did not dispute the name. Instead, they focused on explaining that the real bottleneck was physical build capacity: data center shells, cooling infrastructure, and power systems—not a financing shortfall.