Intrator: A 2023 fab investment cycle would have met current AI demand
Michael Intrator · Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN · Mar 23, 2026 · at 27:25
Michael Intrator, CEO of CoreWeave, explains why memory supply has become a primary bottleneck for AI hardware infrastructure.
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“There was probably an investment cycle that needed to happen back in 2023. That would have brought on the necessary fab capacity to be able to serve.”
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“We use a six year depreciation. We believe that the GPUs will last in excess of six years, but we felt like that was a fair and reasonable approach to a technology cycle that's moving at this velocity.”
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