Michael Intrator
ON THE RECORD · 7 verbatim quotes · every quote source-verified
“In Texas, Governor-elect [Gina Hinojosa], said that facilities that are permitted and under construction will continue, and we've been really, really thoughtful about the broad distribution.”
Michael Intrator · said 2026-11-11 · reported 2026-11-11
Intrator said Texas Governor-elect Gina Hinojosa indicated that permitted and under-construction facilities will continue, and emphasized CoreWeave's broad distribution strategy.
“We don't see any impact on our ability to deliver the data centers within the U.S. that are required for us to deliver on our backlog,”
Michael Intrator · said 2026-11-11 · reported 2026-11-11
Intrator told CNBC that data center growth is poised to continue despite fears that midterm election results could restrict capacity.
“There is an enormous demand for that product. We're about to launch another asset-level debt in the next week or two that has already been rated high investment grade.”
Michael Intrator · said 2026-11-11 · reported 2026-11-11
Intrator said CoreWeave is preparing to launch another asset-level debt offering that has already been rated high investment grade.
“will be underwritten in the market at 7% to 7.5% interest,”
Michael Intrator · said 2026-11-11 · reported 2026-11-11
Intrator said he expects the new asset-level debt to be underwritten at 7% to 7.5% interest, lowering the company's weighted cost of capital.
“Our asset level debt has basically been rock solid through this entire thing,”
Michael Intrator · said 2026-11-11 · reported 2026-11-11
Intrator told CNBC that CoreWeave's asset-level debt remained stable despite scrutiny over the company's high-yield debt costs.
“Demand for the infrastructure is and remains overwhelming.”
Michael Intrator · said 2026-11-11 · reported 2026-11-11
CoreWeave shares soared after the neocloud posted quarterly earnings that beat estimates, and CEO Michael Intrator described overwhelming demand for infrastructure.
“I think I said that we are 10x oversubscribed to the existing capacity that we have left in 2027, and we are multiples ... oversubscribed on the capacity we have out in 2028,”
Michael Intrator · said 2026-11-11 · reported 2026-11-11
Intrator described CoreWeave as heavily oversubscribed on remaining capacity for 2027 and 2028.