Michael Intrator

Michael Intrator, CEO of CoreWeave, shares insights on the booming demand for AI servers and discusses his company's strategic acquisitions to enhance its offerings. He sheds light on the infrastructure challenges and opportunities that come with the rapid growth in AI. Dell’s impressive growth forecast reflects the surging need for these technologies. Plus, exciting news about Tesla's new budget-friendly Model Y and how AI partnerships are shaking up the market rounds out the discussion.

Michael Intrator, CEO of CoreWeave, shares insights on the company's earnings and a significant data center delay impacting operations. He discusses efforts to diversify supply chains and maintain partnerships, emphasizing reliability despite setbacks. Additionally, Carmen Reinecke, a Bloomberg equities reporter, analyzes market sentiment surrounding tech stocks and hyperscaler capex. The conversation delves into investor fears over AI valuations and the ongoing influence of NVIDIA in the tech landscape.

Michael Intrator, CEO of CoreWeave, dives into the company's innovative growth strategies and its unique operational expertise that sets it apart in the AI infrastructure arena. He discusses the recent quarterly results and the challenges faced due to delays from a key data center partner. The conversation also covers the implications of SoftBank's exit from Nvidia and the high demand for AI services, suggesting a landscape where multiple providers can thrive as AI technology continues its rapid evolution.

In this engaging discussion, Michael Intrator, CEO of CoreWeave, shares his expertise in cloud infrastructure. He delves into Apple's recent loss of a key AI executive to Meta, shedding light on the fierce competition for top talent in tech. The conversation also highlights the sluggish start of Amazon's Prime Day and examines how tariffs are affecting both retailers and consumers. Intrator emphasizes the significance of proactive business strategies in navigating tech disruptions and the ongoing evolution of AI infrastructure.

Khozema Shipchandler, CEO of Twilio, shares insights on Q3 results and the booming adoption of voice AI technology, discussing strategies for product performance and market growth. Michael Intrator, CEO of CoreWeave, reveals plans for data center expansion despite challenges from a terminated acquisition. Futurist Amy Webb analyzes the geopolitical landscape, particularly the U.S.-China tech dynamics and their impact on semiconductors. Together, they explore the evolving tech sector and its implications for businesses.