CoreWeave believes physical limits is what is slowing AI hardware delivery

CoreWeave CEO Michael Intrator said at the Fortune Brainstorm AI conference in San Francisco Friday that the so called circular AI economy label does not match what is happening inside the industry. Michael rejected claims that the current AI boom is driven by money looping between the same companies rather than real demand. Michael said the focus on a circular model ignores what he described as a global supply imbalance tied to hardware, energy, and infrastructure. “Circular is the incorrect way of looking at it,” Michael said during the conversation. “It’s a lot of companies working to address an imbalance that is distorting the globe.” CoreWeave believes physical limits is what is slowing AI hardware delivery “The primary constraint is a physical bottleneck associated with getting the most performant compute into the hands of the most cutting edge players,” Michael said. Michael added that this pressure reaches far beyond cloud...

https://www.cryptopolitan.com/coreweave-flags-extreme-supply-chain-stress/