CoreWeave: There is no reason for the partnership with Nvidia to change.
November 11 — CoreWeave CEO Intrator stated that he is confident in the company's partnership with Nvidia. Nvidia is both a key backer and a supplier to CoreWeave. "Nvidia is an extremely important technology company," Intrator said in an interview after the quarterly earnings release. "They are an outstanding partner and have always been very supportive of CoreWeave. We also maintain close collaboration with them at present."
Prior to these remarks, both CoreWeave and Nvidia experienced several weeks of turbulence. Market concerns about a slowdown in AI spending led to sharp fluctuations in both companies' stock prices; meanwhile, Nvidia's board is also conducting an investigation into Jensen Huang. Intrator declined to comment on Nvidia's current situation, saying it was not appropriate for him to weigh in on related matters.