CoreWeave CEO Michael Intrator highlighted "extreme" global supply chain stress impacting the AI industry. Speaking at the Fortune Brainstorm AI conference, Intrator stated that shortages now extend beyond chips to raw materials, specifically citing copper.
Intrator dismissed the notion of a "circular AI economy." He pointed instead to a fundamental global imbalance between the supply of necessary hardware and infrastructure and the massive demand for AI compute.
These remarks follow investor concerns regarding CoreWeave's data center construction delays. While acknowledging wider industry bottlenecks, Intrator asserted that underlying demand for AI compute capacity remains relentless, suggesting that supply, not demand, is the primary constraint on growth.