The post CoreWeave CEO Rejects Circular AI Economy Label, Highlights Supply Imbalances appeared on BitcoinEthereumNews.com.

CoreWeave CEO Michael Intrator dismissed the circular AI economy label as inaccurate, arguing that the AI sector is tackling a global supply imbalance in hardware, energy, and infrastructure rather than money recycling among insiders. Demand for GPUs drives real growth, with physical bottlenecks slowing delivery. Key Point 1: Rejecting circular claims – Intrator emphasized cross-industry collaboration on raw materials like copper, echoing unnamed mining executive’s call to boost output. Key Point 2: Physical bottlenecks in supply chain limit high-performance AI compute delivery to leading players. Key Point 3: CoreWeave’s stock trades near $90 post-IPO at $40, with customer diversification reducing Microsoft reliance from 85% to under 30% of backlog, per CEO data. CoreWeave CEO debunks circular AI economy myth, revealing GPU supply imbalances hitting crypto mining. Explore hardware shortages, energy hurdles & stock surge. Stay ahead in 2025 AI-crypto trends (152 characters). What is the circular AI economy according to CoreWeave CEO? The circular AI economy refers to critics’ claims that the AI boom involves money looping between the same companies without genuine external demand. CoreWeave CEO Michael Intrator rejected this at the Fortune Brainstorm AI conference, calling it the incorrect way of looking at it. He highlighted a real global supply imbalance distorted by hardware constraints, energy shortages, and infrastructure gaps, urging collaboration across sectors. What physical limits are slowing AI hardware delivery for crypto and AI users? The primary constraint lies in physical bottlenecks for delivering top-tier compute, Intrator explained. This extends beyond cloud providers and chip makers into raw supply chains, including copper and metals essential for data centers. During a discussion with an unnamed mining executive, Intrator learned of strains two levels deep, where surging GPU demand for AI workloads competes with crypto mining needs, limiting materials availability. The executive urged, “We need to work together…

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Filed under: News - @ December 27, 2025 4:06 am