Michael Intrator

“So what we do is we go out and we find a client. Let's use Microsoft. You brought them up before, right? And Microsoft comes to us and says, 'We'd like to buy some compute for you.' And we say, 'Okay, great. We're going to sign a contract.' Once I have a contract in hand, then what I do is I create something. It's not...”

— From Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN, Family Cartoon (March 18, 2026)

“My take on the GPU depreciation debate is that it's nonsense. It's a debate that is being brought to the forefront by some traders that have a short position in the stock and they're trying to talk down. Look, here's what we know, right? When we buy infrastructure, we're a success based company, right? We're a small co...”

— From Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN, Family Cartoon (March 18, 2026)

“We beat on revenue. We reaffirmed our annual revenue targets from a nominal perspective. We reaffirmed our 2026 ARR operating margin targets. We can't keep up with demand from existing customers which are historically been AI labs and AI native and cloud but now they're expanding.”

— From CoreWeave Chairman & CEO Michael Intrator Talks Company's Earnings | Bloomberg Talks, Bloomberg Podcasts (May 09, 2026)

“We drove down our cost of capital, we expanded our backlog by $40 billion, we did all the things that we needed to do so I'm thrilled with the quarter. I think it was fantastic.”

— From CoreWeave Chairman & CEO Michael Intrator Talks Company's Earnings | Bloomberg Talks, Bloomberg Podcasts (May 09, 2026)

“The operating margins have compressed is because we're going through this enormous scaling exercise. As you push through that all of that infrastructure comes on to billing and once it comes on to billing you are going to see a sequential expansion of the operating margins until we go from 1% in Q1 all the way up throu...”

— From CoreWeave Chairman & CEO Michael Intrator Talks Company's Earnings | Bloomberg Talks, Bloomberg Podcasts (May 09, 2026)

“The demand for our paper in the debt markets has been nothing shy of astounding. We did a delayed draw facilities closed 2 days ago. The clients in it were Cohere and OpenAI exclusively and the two things happened. One it was 5x oversubscribed which is enormous. It also closed 50 basis points below the marketed range a...”

— From CoreWeave Chairman & CEO Michael Intrator Talks Company's Earnings | Bloomberg Talks, Bloomberg Podcasts (May 09, 2026)

“This quarter, we announced Anthropic, we announced a massive deal, $21 billion with Meta, we announced a $6 billion deal with Jane Street. The number of clients that are using our infrastructure are expanding, the diversification is expanding. OpenAI is an important client but one of many.”

— From CoreWeave Chairman & CEO Michael Intrator Talks Company's Earnings | Bloomberg Talks, Bloomberg Podcasts (May 09, 2026)

“We beat on revenue, we reaffirmed our annual revenue targets for a nominal perspective. We reaffirmed our 2026 ARR targets. Really a great quarter for us by the numbers but also extending our product. We can't keep up with demand from existing customers, which have historically been AI labs and AI native and cloud.”

— From CoreWeave Shares Drop After Forecast Sparks Growth Fears | Bloomberg Tech 5/8/2026, Bloomberg Technology (May 08, 2026)

“We drove down our cost of capital. We expanded our backlog by $40 billion. We did all the things we need to do. I'm thrilled with the quarter, I think it was fantastic.”

— From CoreWeave Shares Drop After Forecast Sparks Growth Fears | Bloomberg Tech 5/8/2026, Bloomberg Technology (May 08, 2026)

“As you push through that, all of that infrastructure comes onto billing and once it comes onto billing you're going to see a sequential expansion of the operating margins until we go from 1% in Q1 all the way up through low double digits by Q4. That is sort of baked in because of the infrastructure coming online, the s...”

— From CoreWeave Shares Drop After Forecast Sparks Growth Fears | Bloomberg Tech 5/8/2026, Bloomberg Technology (May 08, 2026)

“One of the things I talked about yesterday during earnings call is that the demand for our paper in the debt market has been nothing shy of astounding. We did one of our delayed draw facilities two days ago. The clients in it were -- and OpenAI exclusively. One, it was five x oversubscribed, which was enormous. It also...”

— From CoreWeave Shares Drop After Forecast Sparks Growth Fears | Bloomberg Tech 5/8/2026, Bloomberg Technology (May 08, 2026)

“This quarter we announced Anthropic, we announced a massive deal, $21 billion with Meta. $6 billion deal with Jane Street. Number of clients using our infrastructure are expanding. Diversification is expanding. OpenAI is an important client.”

— From CoreWeave Shares Drop After Forecast Sparks Growth Fears | Bloomberg Tech 5/8/2026, Bloomberg Technology (May 08, 2026)

“We drove down our cost of capital. We expanded our backlog by $40,000,000,000. We did all the things that we needed to do.”

— From CoreWeave's Q1 Earnings Were 'Transformational,' CEO Says, Bloomberg Television (May 07, 2026)

“Once it comes on to billing, you are going to see a sequential expansion of the operating margins until we go from, you know, 1% in q one all the way up through, low double digits by q four.”

— From CoreWeave's Q1 Earnings Were 'Transformational,' CEO Says, Bloomberg Television (May 07, 2026)

“It was five x oversubscribed, which is enormous. It also closed 50 basis points below the marketed range, and that is a clear indication of enormous buying interest for financing the paper.”

— From CoreWeave's Q1 Earnings Were 'Transformational,' CEO Says, Bloomberg Television (May 07, 2026)