Nvidia Storm Widens: CoreWeave CEO Says 'No Reason' for Partnership to Change

Nvidia CEO Jensen Huang has been engulfed in a storm over an extramarital relationship and national security concerns, and the board has hired an outside law firm to conduct an independent investigation. Michael Intrator, CEO of major customer CoreWeave, voiced support after the company reported earnings, stressing there is "no reason" for the partnership to change. CoreWeave's revenue rose 168% year over year last quarter, and it raised its full-year 2026 guidance, forecasting revenue of $13 billion to $13.3 billion and adjusted operating income of $1.275 billion to $1.375 billion. It also said it would avoid the unsecured bond market and instead fund itself through customer prepayments and asset-level secured debt. Market attention is focused on whether Huang stays, Nvidia's succession planning, and the potential impact on Taiwan's AI semiconductor supply chain.