Dan Gallagher

Dan Gallagher, a WSJ technology reporter, dives into CoreWeave's surprising role in the AI boom. He discusses how the launch of ChatGPT drove massive demand for GPU resources. Mike Intrator, CEO of CoreWeave, shares insights on the company's shift from crypto to AI infrastructure, revealing their strategy of using debt for rapid expansion. They explore the possible bubble in AI spending and the risks posed by fluctuating demand. Intrator also discusses contracts with major players like Meta and NVIDIA to manage business risks.