TECH - AI Infrastructure CEO Says Customers Are Showing 'Relentless' Demand For Nvidia Chips And Nvidia Chips Only: 'They Do Not Want The Other Stuff' | Benzinga
Nvidia Corp (NASDAQ:NVDA)-backed AI infrastructure startup CoreWeave is making waves in the AI market as one of the main providers of Nvidia’s AI chips. The GPU cloud provider actually offers options from several different companies, but its CEO says no one wants anything other than Nvidia chips.
What To Know: Wednesday on CNBC’s “Squawk Box,” CoreWeave co-founder and CEO Mike Intrator highlighted “relentless” demand for AI chips. He noted that demand has been and looks likely to continue to be severely skewed toward Nvidia.
“The market that we are seeing — and we are very close to the true demand for this infrastructure — is relentless. It has been in a state of severe disequilibrium for the past two and a half years,” Intrator said.
“In our planning and the planning that we are being driven to do by our clients, there is quite a bit of runway still.”
The CoreWeave CEO told CNBC that customers are coming to him with ...