Squawk on the Street War Impact on Inflation, Bessent and Powell Meeting With Bank CEOs About AI Risks, CoreWeave CEO "First on CNBC" 4/10/26
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Apr 10, 2026 
Mike Intrator, CEO of CoreWeave — leader in AI infrastructure — discusses multi-year deals with Anthropic and Meta and rapid data center expansion. He talks customer diversification away from Microsoft, balancing growth vs profitability, GPU asset strategies, supply-chain buildout risks, and security needs around powerful AI models.
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Oil Spike Drove March Inflation Surge
- March headline CPI rose 3.3% year-on-year largely driven by a 10.9% jump in energy and gasoline prices.
- Jim Cramer and Carl Quintanilla tie apparel and furniture tariff-driven price increases to the headline move, calling some components "self-inflicted."
Regulators Summoned Banks Over AI Cyber Risk
- Treasury Secretary Scott Bessent and Fed Chair Jerome Powell convened bank CEOs to discuss cyber risks from Anthropic's Mythos AI model.
- The meeting signals regulators see AI model power as a systemic risk banks must prepare for.
CoreWeave Lands Anthropic Deal After Meta Expansion
- CoreWeave announced a surprise multi-year deal with Anthropic the morning after expanding a deal with Meta.
- CEO Mike Intrator described rapid diversification from dependence on Microsoft to clients none exceeding 35% of order book.