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Live · The Signal · W37
Monday, September 14, 2026
AI Lately

AI is about people, and what they have been up to lately.

Person

Michael Intrator

Mentioned in 2 pieces; the desk has recorded zero standalone moves so far.

Public record only: name, role, employer, source, and date.

In the archive

  • Opinion

    Inference Is the New Oil

    CoreWeave's $104 billion backlog grew 112 percent year over year, Nvidia's data center revenue hit $89 billion in a single quarter, and both numbers point toward a neocloud outgrowing a hyperscaler's AI line by 2028.

  • Compute & Silicon

    The Neocloud Class

    CoreWeave turned a March 2025 IPO into a near-$100 billion contract backlog inside a year, and Nebius and Nscale chased the same playbook, proving Nvidia-backed clouds built an asset class hyperscalers now compete against directly.