Demand for GPU compute exceeds supply
Company: CoreWeave
The claim, verbatim
CEO states CoreWeave is struggling to meet demand, with every GPU capable of being sold to multiple clients, and demand for compute and cloud solutions overwhelms global capacity
Source (primary)
How companies like CoreWeave can persevere through AI fears - Yahoo Finance (-, news_article)
View cached copy (2026-09-20)Live source ↗
Quote: “We are struggling to meet demand uh every day. Uh every GPU we have could be sold to multiple different clients... The demand for the compute that we deliver, for the cloud solution that we deliver, uh it overwhelms the world's capacity to deliver and continues to do so.”
How we checked this
Checked on September 24, 2026. The cited source supports every part of this claim.
The transcript shows CEO Michael Intrator making all three statements in an interview. The quote is a condensed version that joins two separate passages from the transcript with an ellipsis.
Confirmed in the source:
- CoreWeave CEO Michael Intrator said the company is struggling to meet demand every day
- Intrator said every GPU CoreWeave has could be sold to multiple different clients
- Intrator said demand for CoreWeave's compute and cloud solution overwhelms the world's capacity to deliver and continues to do so
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/video/companies-coreweave-persevere-ai-fears-141728267.html) in full (9,285 characters, retrieved September 20, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms How companies like CoreWeave can persevere through AI fears - Yahoo Finance
Quote: “We are struggling to meet demand uh every day. Uh every GPU we have could be sold to multiple different clients... The demand for the compute that we deliver, for the cloud solution that we deliver, uh it overwhelms the world's capacity to deliver and continues to do so.”