CoreWeave CEO Michael Intrator explains the AI market turmoil as a supply-chain shock, not financial engineering. CoreWeave’s focus on GPU-first cloud services for AI sets it apart, leading to a successful IPO and stock growth. Nebius Group mirrors this success, gaining as the best-performing software stock of 2025.

Critics like ‘Big Short’ Michael Burry question the AI market’s stability, focusing on issues like creative accounting and circular financing. Companies like Nvidia, CoreWeave, OpenAI, Google, and Anthropic are making significant deals to meet the growing demand for AI computing power. Wall Street SPVs are also playing a role in managing the massive spending in the AI sector.

Read more at Yahoo Finance: CoreWeave CEO delivers blunt 5-word take on AI debate