CoreWeave CEO Highlights Supply Imbalance in AI Industry at Fortune Conference
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
Source: Coinmarketcap
Updated: Dec 27 2025- Supply Chain Imbalance: CoreWeave CEO Michael Intrator highlighted at the San Francisco conference that the current supply chain imbalance in the AI industry stems from constraints in hardware, energy, and infrastructure, which distorts global market stability.
- Need for Collaboration: He referenced a conversation with a mining executive, emphasizing the necessity for cross-industry cooperation to increase output of raw materials, particularly metals and copper essential for AI systems, to meet rising demand.
- Strong Market Demand: Despite concerns over refinancing risks and customer exposure, Michael stated that CoreWeave's demand remains robust, particularly in the parallel computing sector, attracting significant interest from large tech firms and indicating rapid market growth.
- Stock Price Volatility: Since its IPO, CoreWeave's stock has fluctuated from an initial price of $40 to nearly $90, reflecting the company's success in diversifying its customer base and reducing reliance on any single client, which now constitutes less than 30% of its backlog.
About the author
Ohris M. Greyoon
Ohris M. Greyoon holds a Master’s in Computer Science from MIT and has 10 years of experience in blockchain technology and cryptocurrency markets. A pioneer in decentralized finance (DeFi) analysis, he leads Intellectia’s Crypto News, offering cutting-edge insights into digital assets.
