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Michael Intrator | CoreWeave Shares Drop After Forecast Sparks Growth Fears | Bloomberg Tech, Sonic AI
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CoreWeave Shares Drop After Forecast Sparks Growth Fears | Bloomberg Tech
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May 8, 2026
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42:16
Interview
CoreWeave Shares Drop After Forecast Sparks Growth Fears | Bloomberg Tech
From
Bloomberg Tech
Michael Intrator
(CEO, CoreWeave, guest)
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Executive Summary
CoreWeave's CEO details a massive $40 billion backlog expansion and major deals with Meta and Jane Street, highlighting the intense demand for AI infrastructure despite market concerns over short-term profitability.
The tech labor market shows a significant paradox, with 16 consecutive months of job declines and major layoffs at companies like Cloudflare, contrasting with the hyper-growth in the AI infrastructure sector.
Lyft reports a record quarter with strong growth in bookings and free cash flow, signaling a strategic pivot towards international expansion and customer retention through integrated loyalty programs.
US-China tech tensions are escalating, evidenced by allegations of NVIDIA chip smuggling to China via a Thai company and inconsistent US policy actions regarding the blacklisting of firms like Alibaba and Baidu.
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