Big Technology Podcast Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
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Jan 7, 2026 
In this engaging discussion, Michael Intrator, CEO of CoreWeave, and Brian Venturo, Chief Strategy Officer, dive into the company’s rapid rise in the AI sector. They share their experiences of expanding data centers at lightning speed, transitioning from crypto beginnings to AI infrastructure. Delving into the technical aspects, they reveal how their unique cooling systems and software set them apart. The duo also discusses managing risks, utilizing debt for growth, and how market downturns may open up new opportunities. Insightful and candid, their insights paint a picture of a fascinating and dynamic business.
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Built A Meaningful Slice Of AI Infrastructure
- CoreWeave built a meaningful share of global AI infrastructure by moving fast and scaling operations.
- Michael Intrator calls it a privilege to build critical components of AI every day.
From Shells To Bespoke Data Centers
- CoreWeave shifted from leasing shells to bespoke in-house designs for cooling and power.
- Brian Venturo says their secret sauce is how they provision, validate, and manage those systems.
Cooling Control Is The Real Differentiator
- Cooling and control software, not plumbing, is CoreWeave's core differentiation.
- They use automation and predictive analytics to minimize impact when components fail.
