Bloomberg Talks Michael Intrator Talks Data-Center Delay, Supply Chain
Nov 11, 2025
Michael Intrator, CEO of CoreWeave and expert in GPU-focused cloud infrastructure, dives deep into challenges like data-center delays and supply-chain diversification. He highlights the impact of third-party developers on project timelines and shares insights on maintaining client confidentiality. Intrator discusses a strategic agreement with NVIDIA, emphasizing its potential to benefit startups. He also advocates for government involvement in infrastructure improvements to speed up processes, showcasing the dynamic landscape of tech and cloud services.
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Ecosystem Dependency Limits Total Control
- Michael Intrator says no company controls the entire AI infrastructure supply chain and partners are necessary to operate at scale.
- He frames the recent data-center delay as a temporary bump that delays revenue timing rather than destroys contract value.
Longstanding Partner Had A Stumble
- Intrator recounts a long-term relationship with the data-center partner dating to 2018 and calls the current issue a stumble to be fixed rapidly.
- He emphasizes repeated contracting with the partner as evidence they remain trusted collaborators.
Diversify Clients And Suppliers
- Diversify both clients and suppliers to reduce concentration risk and third-party exposure.
- Track client concentration and ensure no single data-center provider exceeds meaningful share of planned capacity.