CoreWeave CEO Michael Intrator reported a daily struggle to meet overwhelming demand for Nvidia graphics processing units (GPUs). Speaking at the Goldman Sachs Communacopia & Tech Conference, Intrator stated that every available GPU could be sold to multiple clients.
CoreWeave operates as a specialized cloud provider for artificial intelligence. Nvidia serves as the company's exclusive GPU supplier and is also a strategic investor.
The surge in demand presents significant operational challenges. Constraints now extend beyond chip supply to include shortages in data centers, power, and other essential infrastructure.