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Coreweave Inc’s Michael Intrator also touched on the “physicality” of the AI boom at a panel later yesterday, with the data center firm’s CEO describing the need for growing numbers of plumbers, electricians and carpenters. The company is on track to generate almost US$200 billion in data center chip sales for last year, according to an average analyst estimate compiled by Bloomberg. To date, the bulk of its revenue comes from the biggest data center builders — Microsoft Corp, Meta Platforms Inc, Amazon.com Inc and Alphabet Inc — but it’s striking deals with a growing number of smaller data center operators. Tech firms have committed to spend a combined US$500 billion in data center leases in the coming years. Anthropic PBC CEO Dario Amodei has warned about a “white-collar bloodbath” that could wipe out 50 percent of entry-level jobs.
