Subvolts take Coreweave's rapid AI infrastructure growth and debt strategy reveal the boom's financial underpinnings. Jan 7, 2026 - Developers
- Learn about the infrastructure providers powering AI models and the hardware they use.
- Business
- Understand the financial strategies and growth challenges of a key AI infrastructure company.
This is a solid interview with the leadership of a company central to AI hardware infrastructure, offering direct insights into its operations.
Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
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From Subvolts
Summary and analysis by Subvolts editorial, AI-assisted.
Alex Kantrowitz interviews Michael Intrator and Brian Venturo, CEO and chief strategy officer of Coreweave, on the Big Technology Podcast. They discuss the company's rapid growth in AI infrastructure, its business model, use of debt for building data centers, and AI chip depreciation. The episode explores whether Coreweave is an AI bubble poster child or a future tech giant.
This episode talks about Coreweave, a company building lots of computer centers for AI. They discuss how the company grew so fast, uses loans to build, and how computer chips lose value. It's interesting because these centers are essential for AI development.
This episode offers insight into Coreweave, a major player providing AI infrastructure. It's for anyone interested in the hardware backbone of the AI boom, including investors, tech strategists, and those tracking the supply chain supporting frontier labs like OpenAI and Google Gemini. Understanding Coreweave's debt-fueled expansion and the economics of AI hardware depreciation is crucial for grasping the industry's current financial dynamics and potential future shifts.
- HostAlex Kantrowitz
- GuestMichael IntratorCEO, Coreweave
- GuestBrian Venturochief strategy officer, Coreweave
- Guest: Michael Intrator and Brian Venturo
- Title: Coreweave: AI Bubble Poster Child Or The Next Tech Giant?
- Show: Big Technology Podcast
- Length: 62 minutes
- Guest Roles: CEO and Chief Strategy Officer of Coreweave
Michael Intrator is the CEO of Coreweave. Brian Venturo is the chief strategy officer at Coreweave. The two join Big Technology Podcast to discuss the company's rapid rise amid the AI boom and the criticisms of its business model. In this episode, we cover what it takes to build so many datacenters in such a short time, what happens to Coreweave if the AI boom flattens out, why the company uses debt to build its infrastructure, and how AI chips depreciate over time. Tune in to hear an in-depth, illuminating interview with the founding team of one of the AI moment's most fascinating and controversial companies.
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- data centers
- Brian Venturo
- large buildings filled with computers that power online services and AI.
- AI boom
- Michael Intrator
- the current rapid growth and investment in artificial intelligence technology.
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Questions people ask
- What is Coreweave's business?
- Coreweave builds and operates data centers that provide computing power for AI development and other intensive tasks.
- What are the main topics discussed about Coreweave?
- The discussion covers the company's rapid expansion, its business model, its use of debt for infrastructure, and the depreciation of AI chips.
Page generated Oct 19, 2026. Summaries are Subvolts' own; the audio, artwork and notes belong to Alex Kantrowitz.