VK

Vasu Kasibhotla

Person

Heard in 1 episode across 1 show since Oct 2026

Vasu Kasibhotla is a Bloomberg Intelligence technology analyst who covers software and artificial-intelligence infrastructure companies. He is known for research on the technology sector, including cloud computing and AI infrastructure.

Episodes

1
across 1 show

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20261

What Vasu Kasibhotla has said on podcasts

12 statements

  1. on AI infrastructure ecosystemNegativeOct 15, 2026· Bloomberg Intelligence

    Near-6% interest rates will pressure the AI infrastructure ecosystem

    “the rising interest rates, close to 6% now. So I think that's going to put pressure across the AI infrastructure ecosystem”

    Listen at 2:49

    Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
  2. on CoreWeave parent unsecured debtNegativeOct 15, 2026· Bloomberg Intelligence

    CoreWeave parent unsecured debt trades near 15% after issuance at 9.6%

    “the one which is unsecured. at the parent level, that was issued at 9.6%. Now it's trading close to 15%.”

    Listen at 3:08

    Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
  3. on CoreWeavePositiveOct 15, 2026· Bloomberg Intelligence

    CoreWeave trades at a relatively low valuation versus neocloud peers

    “CoreView, at this point, compared to even its neocloud peers, obviously, is at a discount currently. relatively low valuation compared to its peers.”

    Listen at 3:54

    Open the episode · CoreWeave Credit Risk Hits Record, Pricing 60% Odds of Default
See all 12 statements →

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Vasu Kasibhotla, newest first