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Michael Entrader
CEO of CoreWeave, an AI infrastructure company; appeared to discuss AI demand, large NVIDIA orders, and the build-out of compute infrastructure.
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Sep 22, 2025
• 43min
SOTS 2nd Hour: Fed-spectations, Coreweave CEO Talks Demand, & Oracle: Buy, Sell, or Hold? 9/22/25
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Michael Entrader, CEO of CoreWeave, shares insights on the surging demand for AI infrastructure following a massive $6B Nvidia deal. He discusses the trillion-dollar needs in the sector and the importance of public-private partnerships in meeting these challenges. The conversation also dives into market expectations versus Fed targets, and the evolving landscape of Oracle's leadership, particularly as it prepares to serve as TikTok’s U.S. security provider. This dynamic dialogue sheds light on the intersection of technology and finance.
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