CoreWeave CEO Michael Intrator (마이클 인트레이터) said AI companies' demand for infrastructure is not declining despite community backlash and tighter regulation over data center construction.

Business Insider reported on Sept. 30 that Intrator told CNBC in an interview, "There was no reduction in orders at all."

Intrator said it was unlikely that overall demand for data centers would fall even if regulation increases. Even if rules target data centers, he said, it would "only result in moving the location of infrastructure" and "would not reduce demand in any way." The market wants more data centers, he said, and the remaining question is where to build them.

The remarks came as opposition grows across the United States over the construction of large data centers. CoreWeave started as a cryptocurrency mining company and shifted into an AI cloud provider. It is seen as one of the AI infrastructure companies directly affected by data center expansion. It is among the group of companies whose business conditions could change if nationwide regulation takes hold.

Regulatory moves have already begun. In July, New York Governor Kathy Hochul signed what was described as the first U.S. statewide construction moratorium for large data centers. Other governors are also moving to cut back tax benefits and other support that has been provided to data centers. What policy changes could emerge after the November midterm elections is still uncertain. A dynamic has also formed in which candidates from both parties attack their opponents as being overly friendly to the AI industry.

The White House also appears to be mindful of the issue. President Donald Trump told reporters on Sept. 29 that data centers would become a "very popular facility." He stressed cooperation with local communities during a private lunch with executives from major AI and technology companies including Anthropic, OpenAI, Microsoft, Meta, Google and Nvidia. Trump said those companies would "work with the community" and would "make the community satisfied."

Public opinion is not favorable. In a national poll by NPR, PBS News and Marist, 65 percent of registered voters said they oppose building data centers in the areas where they live. The power and land needed for AI expansion, and the burden on local infrastructure, are turning into local political issues.

CoreWeave has also reflected such risks in official documents. In quarterly reports filed with the U.S. Securities and Exchange Commission, the company has cited data center construction moratoriums as a potential risk factor, and its recent second-quarter 10-Q newly included New York's moratorium. Management's message, however, was consistent. Intrator said at an earnings release that what matters to both the company and local communities is being a "good neighbor."

In this situation, CoreWeave's message is clear. Even if political and local community conflict over data centers intensifies, demand for AI infrastructure itself will be maintained, and companies are likely to adjust their investment bases to regions with lighter regulation or greater acceptance. The key points to watch are how far regulation expands across U.S. states and whether AI companies can secure local community acceptance and reshape data center locations.