CoreWeave’s leadership pushed back on criticism of GPU useful life during a recent technology podcast, directly addressing investor worries that had weighed on the stock in the second half of last year. CEO Michael Intratoe and CSO Brian Venturo argued that their data-centre hardware maintains high utilization well beyond assumed depreciation schedules, citing internal telemetry showing average GPU uptime above 90% after three years of service. The clarification sparked an immediate rally in CoreWeave shares and lifted peer neocloud operators, as market participants reassessed the company’s capital-efficiency profile.

Analyst models project CoreWeave revenue will grow from $12 billion in fiscal 2024 to $29 billion by fiscal 2028, driven by continued expansion of AI-training workloads and access to next-generation GPU platforms. Although the company currently reports negative free cash flow margins—reflecting heavy investment in new data-centre capacity—those margins are expected to improve from roughly –X% today to –2.8% by FY2028. This outlook assumes disciplined capex scaling and no material delay in chip supply, underlining the considerable upside if execution risks are managed effectively.

On January 6, CEO Michael Intratoe sold $4.7 million worth of shares under a pre-arranged 10b5-1 trading plan established last May. The sale followed a predetermined schedule that prohibits trading on material nonpublic information and is designed to allow executives to diversify personal holdings. Investors are advised to focus on upcoming earnings releases—expected in February—and customer demand indicators rather than interpret this planned transaction as a sign of diminished confidence in CoreWeave’s long-term prospects.