Brent Thill
Jefferies analyst covering tech and AI infrastructure, providing analysis on CoreWeave, industry compute demand, and implications for hardware and semiconductors.
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Apr 10, 2026 • 44min
Wall Street CEOs Summoned to Discuss Anthropic AI Risks
Shereen Ghafari, Bloomberg AI reporter who tracks model releases and compute trends. Michael Intrator, CEO of CoreWeave, on multi-year deals and supplying AI compute. Brent Thill, Jefferies analyst, on hardware demand and semiconductor implications. They discuss Anthropic’s new model and regulatory concern, banks’ rapid meeting about cyber risks, and the surge in demand for AI data-center capacity.
