Intrator: CoreWeave fully amortizes debt and profits within 5-year contracts
Michael Intrator · Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo · Jan 7, 2026 · at 27:51
Michael Intrator, CEO of CoreWeave, explains the project-finance economics of CoreWeave's five-year cloud compute contract with Microsoft.
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“Within the five years of the contracted period with Microsoft, we pay for the infrastructure, we pay for the OPEX, we pay for the interest, and we earn an enormous margin on the infrastructure.”
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