Analyst
Cantor Fitzgerald
Equibles does not estimate personal net worth.
Brett Knobloch is recorded as Analyst at Cantor Fitzgerald. Brett Knobloch has spoken on 7 earnings calls and 1 other investor event across 6 companies, most recently for CoreWeave, Inc. on August 11, 2026. Those appearances were for CoreWeave, Inc. (CRWV), Core Scientific, Inc. (CORZ), SharonAI Holdings Inc. (SHAZ), MARA Holdings, Inc. (MARA), Terawulf Inc. (WULF) and 1 other company. The companies whose calls Brett Knobloch spoke on are classified in the Technology and Financial Services sectors.
“Mike, I guess just kind of based on the prepared remarks, it looks like the price environment's never really been better for older generation and obviously newer generation GPUs here.”
“Related to kind of the NVIDIA contract, I know it's quite unique there, and congrats on adding the additional capacity in Australia. What is your priority to resell the potential backstop capacity from NVIDIA or to sell the remaining capacity or the remaining 92 megawatts that you have?”
“Mike, I guess just kind of based on the prepared remarks, it looks like the price environment's never really been better for older generation and obviously newer generation GPUs here.”
“Fred, on a long-range acquisition, You outlined, like, a path to get that to maybe, I guess, a 600-megawatt AI campus. Could you maybe help put a timeframe around that?”
“On, I guess, both Lake Mariner and the Maryland site, maybe just starting with Lake Mariner, I think the slide deck shows kind of 750 megawatts. I guess, is there an update to the additional power that you guys were in queue?”
Cantor Fitzgerald
Analyst
Transcript header (unverified)
CRWV
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Information Technology Services · Technology
MARA
Capital Markets · Financial Services
WULF
Capital Markets · Financial Services
BLSH
Software - Infrastructure · Technology
