CoreWeave CEO says AI demand is 'overwhelming'

Nvidia-backed CoreWeave (CRWV) says peak AI investment is still nowhere near. "The depth of the demand, the scale of the demand, the breadth of the demand is overwhelming," CoreWeave co-founder and CEO Michael Intrator told me at the Goldman Sachs Communacopia conference on Tuesday. "The industry's capacity to deliver the compute that is required by OpenAI, by the hyperscalers, by the enterprise, by the sovereigns, it's just layer after layer of overwhelming demand." "And so we're building as fast as we ...