CoreWeave CEO Michael Intrator told conference audiences that the AI boom has produced a ‘‘violent change’’ across supply chains, extending down to raw‑metals mining and copper production required for data centers. Intrator urged industry cooperation—rather than viewing linkages as a circular economy—to manage severe GPU and infrastructure scarcity. The shortage has direct consequences for university research computing, campus data centers and grant planning: constrained access to high‑performance GPUs could delay research timelines and raise computing costs. CoreWeave operates cloud GPU infrastructure used by both industry and academic researchers, making its supply warnings salient to campus IT and procurement teams.