CoreWeave CEO Michael Intrator on the AI Boom: "Violent Change in Supply Demand
ByAinvest
Sunday, Dec 28, 2025 2:06 pm ET1min read
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CoreWeave CEO Michael Intrator believes the AI market is experiencing a "violent change in supply demand," driven by a historic supply-chain shock. The current closed-loop cooperation among AI businesses is a natural response to the scarcity of computing power and energy, and the need for infrastructure. CoreWeave, a specialist in GPU-first cloud provision, is filling the gap in capacity for big hyperscalers. Its stock has risen by 90% above its IPO price. Other AI companies, such as Nebius Group, have also seen significant gains.
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