Mike Intrator, CoreWeave

4-year-old H100s re-contracted at a 20–50% premium, CoreWeave CEO finds

7 takeaways: CoreWeave is 10x oversubscribed for 2027, raised $9B in customer prepayments instead of junk debt, and its CEO has canceled his 10b5…

12 hrs ago • Scuttlebutt

CoreWeave CEO: GPUs built in 2020 are now contracted out through 2029

5 takeaways: why 90% of CoreWeave's clients buy more than chips, why he expects neocloud consolidation to 10 or 7 players, and why compute is two…

Oct 1 • Scuttlebutt

CoreWeave's Intrator makes his data-center case as CNBC frets over a 10% AI-doom estimate

8 takeaways: Meta's new electricity pledge, OpenAI's 88-hour math proof, a Novartis CEO's defense of Anthropic's board, and why Cramer wants the odds…

Sep 11 • Scuttlebutt

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