CoreWeave CEO Michael Intrator told attendees at Fortune Brainstorm AI that the AI industry faces a "violent change" in supply and demand that reaches down into mining and raw‑materials production. Intrator argued that cooperation across chipmakers, cloud providers, and infrastructure firms—not financial circularity—is the only practical way to address severe compute shortages that are affecting research labs and campus high‑performance computing procurement. University research offices and IT procurement should expect prolonged competition for GPUs and related infrastructure. Intrator’s account—that constraints run "two levels deeper" into copper and mining—signals potential delays and cost spikes for campus AI compute projects, grant timelines, and collaborative research partnerships.