Person

Mike Intrator

CoreWeave CEO who said older Nvidia GPUs remain useful longer than investors expected.

Known aliases

Michael Intrator

Current stories

investConfirmed8 publishers

CoreWeave's 2032 bonds yield 14.8% on a 9.625% coupon, twice Oracle's yield on its 2032 paper

CoreWeave shares fell 14% to 16% on October 14 as the yield on its 2032 bonds neared 15%. An investor's chart has the bonds leading by a day, yet rate-hike bets after hot consumer price data hit the whole group together.

Publishers:afr.com businessinsider.com channelnewsasia.com cnbc.com cryptobriefing.com finance.yahoo.com fool.com morningstar.com qz.com

Perspective Coverage

8 publishers

Builder: Builder 4%
Operator: Operator 17%
Investor: Investor 79%

Reality

Evidence72
Adoption: Insufficient
Hype gap+15
Incentives40
Confidence68

productOne report1 publisher

A viral chart of CoreWeave bond yields sends Oracle, Dell and neocloud shares down

CoreWeave shares fell more than 15.5% after a chart showed its $1.25 billion bond batch briefly yielding over 15%. Oracle, Dell and AMD fell with it.

Publishers:siliconangle.com

Reality

Evidence45
Adoption: Insufficient
Hype gap−5
Incentives40
Confidence50

investOne report1 publisher

CoreWeave lost 16% on the hot CPI print while the big hyperscalers gave up about 2%

CoreWeave's shares fell 16% on Wednesday's hot US CPI report, part of an $80 billion one-day loss across four AI stocks. A June bond it issued at a 9.625% yield recently yielded 15%.

Publishers:channelnewsasia.com

Reality

Evidence62
Adoption: Insufficient
Hype gap−10
Incentives: Insufficient
Confidence58

productConfirmed3 publishers

CoreWeave leases 240MW in Navi Mumbai to put Vera Rubin GPUs in India from mid-2028

CoreWeave is leasing 240MW from AdaniConneX in Navi Mumbai for its first India data centres, with the first phase due in mid-2028. Teams that must keep AI work in India get a 2028 supplier to plan around, though reports differ on how far the site can grow.

Publishers:cryptobriefing.com datacenterdynamics.com thenextweb.com

Perspective Coverage

3 publishers

Builder: Builder 20%
Operator: Operator 37%
Investor: Investor 43%

Reality

Evidence68
Adoption20
Hype gap+15
Incentives60
Confidence65

investConfirmed5 publishers

With September Hike Odds Fading, the AI Financing Trade Is Now the Index Risk

July CPI at 0.1% and flat PPI took the near-term rate scare off the table. What is left holding up records above 7,800 is a bet on how long GPUs stay useful.

Publishers:americanbanker.com cnbc.com seekingalpha.com thedailyupside.com wolfstreet.com

Perspective Coverage

5 publishers

Builder: Builder 9%
Operator: Operator 24%
Investor: Investor 67%

Reality

Evidence62
Adoption: Insufficient
Hype gap+35
Incentives60
Confidence58