CoreWeave, Inc. Class A Common StockCEO asserts demand for compute will persist despite local opposition, shifting construction elsewhere.

CoreWeave CEO Michael Intrator said at the Goldman Sachs Communacopia & Tech Conference that local opposition to data centers will not stop the AI infrastructure build-out, arguing that demand for compute will simply shift construction to other jurisdictions. The backlash has already slowed projects, with Brookings Institution analysis showing 75 projects worth $130 billion were blocked or delayed in the first quarter of this year, matching the total impacted in all of 2025. A new Gallup poll found 70% of Americans oppose AI data centers in their local area, with 48% strongly opposed. Intrator noted CoreWeave has diversified its pipeline, including over a gigawatt of capacity outside the US, and emphasized the industry's responsibility to be good neighbors.
CoreWeave, Inc. Class A Common StockCEO asserts demand for compute will persist despite local opposition, shifting construction elsewhere.
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