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CoreWeave, Inc. (CRWV) Presents at J.P. Morgan 54th Annua...
2026-05-20 · via All Articles on Seeking Alpha

CoreWeave, Inc. (CRWV) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 19, 2026 11:25 AM EDT

Company Participants

Brannin McBee - Co-Founder & Chief Development Officer

Presentation

Unknown Analyst

Welcome, everybody. Thank you for joining. Brannin, you know how to draw a crowd. For those who can't see, there's a lot of people standing here. So I'll give all that credit to you.

Question-and-Answer Session

Unknown Analyst

Quite an extraordinary 14 months for the team, IPO-ed last year. Full year FY '25 revenue, $5.1 billion, 2 weeks ago, nearly $100 billion in backlog, $40 billion new bookings in a single quarter. So for the 1 or 2 people who don't already know you, could you introduce yourself, what you do as Co-Founder and Chief Development Officer, a little bit about CoreWeave.

Brannin McBee
Co-Founder & Chief Development Officer

Yes, absolutely. Thank you. Brannin McBee, CDO, one of the -- CDO, one of the co-founders. I lead all things capital markets for the business. So that's capital formation, M&A, venture investing, basically, whenever you see one of these GDPL deals convert high yield, that's my team leading those processes. We're -- our responsibility is keeping the business funded and being able to grow at the pace of AI.

Unknown Analyst

Yes. Yes. We'll hit on one of the items in the news for you guys, which is that Blackstone Google deal. So anything you want to rip on there, let investors kind of noodle on?

Brannin McBee
Co-Founder & Chief Development Officer

Yes. Yes. Look, I think first and foremost, it's just yet another demand signal that's out there. I don't think that this room really needs more signals and more conviction that there is overwhelming and insatiable demand for AI, but that's our takeaway that's there. I think as everyone knows