CoreWeave CEO calls Oracle a ‘formidable’ AI rival
CoreWeave CEO Michael Intrator called Oracle a strong AI rival but stressed that CoreWeave's edge lies in its custom-built software stack. Despite a 3% stock dip post its Core Scientific deal, retail sentiment on Stocktwits turned bullish. Intrator says the merger will help serve top AI clients. CoreWeave shares have surged 300% since its March IPO.