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Margaret Whitman

Independent Director of the Board of CoreWeave; former CEO of HPE/HP/eBay., Coreweave

Search every verified Margaret Whitman interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. CoreWeave reported strong first-quarter earnings, with revenue beating expectations and a record bookings quarter that expanded the company's backlog to $40 billion. Despite these results, the stock declined after the company issued a cautious forecast. CEO Michael Intrator described the quarter as "transformational" and said the company "hit on all cylinders," noting that demand from existing customers in AI labs and cloud-native firms remains high, while new verticals such as trading and finance firms like Jane Street and Hudson River Trading are also adopting AI at scale. Intrator addressed investor concerns about client concentration, particularly regarding OpenAI, by stating that no single data center provider represents more than 17% of CoreWeave's infrastructure and that the company is pursuing self-builds for greater operational control. He also highlighted strong demand in the debt markets, noting that a recent delayed draw facility was 5x oversubscribed and closed 50 basis points below the marketed range. Intrator projected that operating margins would expand sequentially from 1% in Q1 to low double digits by Q4 as new infrastructure comes online.

Recent appearances

Notable quotes

“Being smart about how to invest that sovereign wealth fund is going to be a big job of the legislature and the folks that run the sovereign wealth fund.”

“When I came to Kenya 29% of the budget went to debt, interest and principal payment. When I left it was 59% of the budget.”

“When we raise interest rates in the United States we get a head cold. A country like Kenya gets the flu because they have a risk premium on top of a risk premium on top of a risk premium.”

“I will say that China has been more present on the continent in the last two decades than the United States of America, and that's something we're trying to address — in business, half the battle is showing up.”

“They skipped over credit cards, checks and money orders and went from cash to mobile money; M-Pesa now processes over $350 billion in total payment volume across seven countries and, amazingly, about 60% of Kenya's GDP goes through M-Pesa.”

Other executives at Coreweave

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