an money recycling among insiders. Demand for GPUs drives real growth, with physical bottlenecks slowing delivery. Key Point 1: Rejecting circular claims - Intrator emphasized cross-industry [...]
CoreWeave CEO Rejects Circular AI Economy Label, Highlights Supply Imbalances
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CoreWeave CEO Michael Intrator dismissed the circular AI economy label as inaccurate, arguing that the AI sector is tackling a global supply imbalance in hardware, energy, and infrastructure rather than money recycling among insiders. Demand for GPUs drives real growth, with physical bottlenecks slowing delivery. Key Point 1: Rejecting circular claims - Intrator emphasized cross-industry [...]