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Michael Intrator
Michael Intrator CRWV
Co-founder, President, CEO & Chairman, CoreWeave
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CoreWeave CEO Mike Intrator: AI will continue to pay dividends for the next 100 years

📅 Jan 20, 2026 CNBC Television 8 MIN 2447 VIEWS 16 SEGMENTS · 2 SPEAKERS
CoreWeave CEO Mike Intrator joins 'Squawk Box' to discuss the state of AI & cloud computing demand, future of AI infrastructure buildout, what AI ROI could look like, and more.

Questions asked in this interview

3
  1. 0:42Can you put some meat on the bone?
  2. 2:31Do you see the payoff that suddenly the money that was spent is coming back in two or three times the return on investment?
  3. 3:29What do you make of those three risks?
Host 0:00 ↗
Shares of CoreWeave soaring more than 150% since the company went public last March. The company focuses on powering AI workloads, making it a direct play on rising infrastructure demand. Joining us now first on CNBC, Michael Intrator, CoreWeave CEO. Welcome.
Michael Intrator 0:17 ↗
Thanks for having me.
Host 0:17 ↗
It's good. We'll start with what they call a blunt five-word take on the AI debate, and that is 'violent change and violent demand.' And it's not circular. It's the world we're in right now, and you're dispelling any critique. This is—we've never done this before.
Michael Intrator 0:38 ↗
That was concise. That was exactly dead on.
Host 0:42 ↗
Can you put some meat on the bone?
Michael Intrator 0:45 ↗
Yeah. Look, what you're seeing in CoreWeave's commercial activity, what you're seeing across the data center space, what you're seeing across silicon providers, and what you're seeing across all of the application layer for artificial intelligence is a sustained demand from enterprise clients, from cloud clients, from retail clients that are trying to access infrastructure at a size and scale that does not exist. And the market is working diligently to produce enough infrastructure to effectively allow artificial intelligence to achieve its potential.
Host 1:34 ↗
Thank you. These companies that are your clients are well-heeled, huge market cap companies. I think that makes it different. The numbers are staggering that we hear. They're numbers that the money doesn't exist. That's why people are worried that they're circular deals, but it's possible it does exist at some point, I guess.
Michael Intrator 1:56 ↗
So, look, we serve the entire AI ecosystem, and that's everything from Microsoft and Meta. It's everything from Nvidia through AI labs through a couple of computer science students coming out of a program with an idea of what business is going to look like in the future. And all of those different entities access the infrastructure that they require to be able to run their business through our software, through our physical infrastructure.

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Cite this transcript

APA, MLA, BibTeX
APA

Intrator, M. (2026, January 20). CoreWeave CEO Mike Intrator: AI will continue to pay dividends for the next 100 years [Interview transcript]. CNBC Television. CEOInterviews.AI. https://ceointerviews.ai/interview/650701/

MLA

Michael Intrator. "CoreWeave CEO Mike Intrator: AI will continue to pay dividends for the next 100 years." CNBC Television, 20 Jan. 2026. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/650701/.

BibTeX 
@misc{intrator2026_650701,
  author       = {Michael Intrator},
  title        = {CoreWeave CEO Mike Intrator: AI will continue to pay dividends for the next 100 years},
  howpublished = {Interview transcript, CNBC Television. CEOInterviews.AI},
  year         = {2026},
  month        = {jan},
  url          = {https://ceointerviews.ai/interview/650701/},
  note         = {Speaker-attributed transcript with timestamps}
}