Aug 16, 2026 · 25 min · 10 segments
For today's additional bonus episode, we sit down with CoreWeave Co-founder and CDO Brannin McBee to unpack the company's Q2 results, the future of its enterprise AI cloud computing line, $10.4B ARR…
Brandon McBeeGuestBlockspace Podcast HostHostWelcome back to the Blockspace Podcast presented by CleanSpark.
CoreWeave reported $2.6 billion worth of revenue in Q2 2026, and also announced that it has $10.4 billion worth of ARR under its current contracts.
To unpack these results, we welcome CoreWeave's Chief Development Officer, Brandon McBee, to discuss the quarter, including what CoreWeave's recent A100 contract through 2029 means for real GPU depreciation, how the company plans on balancing on-demand and spot GPU hours versus long-term and short-term contracts, its mix of enterprise clients, and what the company is focused on for the rest of the year.
Hope you all enjoy.
CDO Brandon McBee in the wings, bringing him up to grill him on the Q2 earnings.
Read the full transcript.
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