
122 mentions across press, blogs, and newsletters
The neocloud company has new deals with major tech companies, and just announced that it will be taking on debt to help finance data centers.
Nvidia has spent the opening stretch of GTC 2026 stacking up partnership announcements across chips, cloud, robotics, telecom, autos, factory software, space, and graphics. The event started on Monday and runs for three days. Speaking to a packed crowd, Nvidia CEO Jensen Huang said he expects purcha
CoreWeave (NASDAQ:CRWV) shares are down on Tuesday, despite the company announcing the<a href="https://www.benzing
Bernstein analysts say CoreWeave’s business could be cannibalized as Big Tech customers build their own data-center infrastructure.
Nvidia announced BlueField-4 STX at GTC 2026 on March 16, a modular reference architecture for accelerated storage designed to address the data access bottleneck limiting agentic AI inference.
At GTC 2026, Nvidia expanded the Vera Rubin platform it introduced at CES
Nvidia has commenced production of Dynamo 1.0, an open-source operating system designed for large-scale AI inference.
The strong demand for AI computing faces challenges like limited GPU supply, tigh
Dynamo 1.0 manages AI inference workloads across data centres, offering integration with major cloud and open source platforms. The post Nvidia launches Dynamo 1.0 AI inference operating system appeared first on <a href="h
Meta has signed a five-year, up to $27 billion AI infras
Dutch cloud computing infrastructure company Nebius Group NV has secured a colossal $27 billion deal with Meta Platforms Inc., boosting its stock by more than 14% today. Under the terms of the deal, Nebius will provide Meta with $12 billion of dedicated artificial intelligence compute capacity ac
Nvidia Corp. today launched a reference architecture that hardware makers can use to build storage equipment for artificial intelligence clusters. The BlueField-4 STX made its debut at the company’s GTC developer event. “AI systems that reason across massive context and continuously learn require
Nvidia’s GTC 2026 unveiled AI factories, token-based economics, and agentic systems—signaling a new era where energy converts into intelligent economic value.
CrowdStrike has introduced a Secure-by-Design AI Blueprint created with Nvidia that integrates security protections directly into Nvidia’s OpenShell runtime for AI agents. It combines the CrowdStrike Falcon platform with Nvidia's infrastructure so that organizations can run autonomous AI agents with
Meta has signed a long-term agreement to spend up to $27 billion on Dutch cloud provider Nebius’s artificial intelligence The post Meta to spend up to $27 bill
For a while, it was thought that generic central processing units had little role to play in the artificial intelligence revolution, but Nvidia Corp. begs to differ. At its GTC 2026 developer conference today, it announced the all-new Vera CPU, said to be the first chip of its kind designed speci
When an AI agent loses context mid-task because traditional storage can't keep pace with inference, it is not a model problem — it is a storage problem. At GTC 2026, Nvidia announced BlueField-4 STX, a modular reference architecture that inserts a dedicated context memory layer between GPUs
Nvidia on Monday took the wraps off Vera Rubin, a sweeping new computing platform built from seven chips now in full production — and backed by an extraordinary lineup of customers that in
CoreWeave launches latest Nvidia instances, adds Weights & Biases tools <a class="username" href="https://www.constellationr.co
Setting up AI factories in simulation — decreasing deployment time from months to days — is accelerating the next industrial revolution. Nowhere was that more apparent than at GTC 2026, in San Jose, where NVIDIA founder and CEO Jensen Huang introduced NVIDIA DSX Air. Part of NVIDIA DSX Sim in the
Nvidia GTC 2026: We're a software company too <a class="username" href="https://www.constellationr.com/user/larry-dignan" title="Vi
ell Canada predicted the province of Saskatchewan could derive an economic benefit of up to CAD12 billion from a 300MW data centre it just announced plans to build in the region. The post Be
Canadian telecom firm BCE will invest an additional $1.7 billion to build a massive 300-megawatt AI data centre in Saskatchewan. Cerebras and CoreWeave will be tenants. This facility will be Canada's largest purpose-built AI data centre. Construction begins this spring, with the first phase operatio
Small and mid-sized deals are not a long-term growth area for M&A, by many measures, but collectively they can add up to a tidy sum. The total deal value of purchases between $100 million and $300 million last year, however, was still below levels routinely reached nearly a decade ago.
'This is a speculative report about theoretical approaches,' Meta tells the press. Read more: Reports: Meta weighing up 20pc global layoffs
Where’s tokenomics for the rest of us? <a class="username" href="https://www.constellationr.com/user/larry-dignan" title="View user
Though some volatility is inevitable along the way, these companies' businesses are built to last.
"Typically, headcount growth has been required for revenue growth but AI is changing that relationship," the bank noted drily.
Over the last year, 390 people have hit the significant wealth figure of being a billionaire. Some of the newcomers are celebrities and well-known figures. Others may be less known to the public, but have seen wealth gains from a popular sector:<a href="https://www.benzinga.com/topic/artificial-i
Crusoe, Developer Of Massive Stargate Data Center, Is Now Pouring Money Into Small Ones Too
Every GPU cluster has dead time. Training jobs finish, workloads shift and hardware sits dark while power and cooling costs keep running. For neocloud operators, those empty cycles are lost margin.The obvious workaround is spot GPU markets — renting spare capacity to whoever needs it. But
The AI infrastructure race just got another jolt. Nvidia said Wednesday it will invest $2 billion in AI cloud company Nebius, taking a stake of about 8.3% as the chip giant deepens its push into the companies building the backbone of […] The post <a href="https://techstartups.com/202
NVIDIA has agreed to invest $2 billion in Nebius Group, the Amsterdam-based AI cloud company that emerged from the wreckage of Yandex after Russia’s i
Nvidia Nemotron: Much needed open-source model champion in US <a class="username" href="https://www.constellationr.com/user/larry-d
Nvidia Corp. today announced plans to invest $2 billion in Nebius Group NV, a Dutch cloud provider that specializes in artificial intelligence workloads. The capital will help the company expand its data center infrastructure. Nebius plans to deploy servers equipped with Nvidia’s latest Rubin gra
Nvidia bets on photonics, Vera Rubin, and CoreWeave to power the next AI infrastructure boom.
The Trump administration is drafting an executive order against Anthropic, the San Francisco AI startup behind Claude, even as a federal lawsuit over an existing government ban on the company plays out in court. Sources familiar with the matter say White House officials are preparing the order. The
CoreWeave Inc (NASDAQ:CRWV) is trading higher on Wednesday. The company is expanding its artificial intelligence c
Nebius will use the investment to deploy more than 5 gigawatts of Nvidia systems by the end of 2030, the companies said
I believe no serious investor questions whether CoreWeave, Inc.'s ( CRWV ) demand for GPU capacity will continue to be important as AI adoption accelerates. The question has clearly become whether CoreWeave can achieve profitability ahead of My investing journey began at 15, sparked by a deep curio
The UK announced its AI Opportunities Action Plan in January 2025. This would transform the UK into an AI country! Rocketing into the future! The plan was based on two reports in 2024 from the Tony Blair Institute, with lots of what looked like factual details about the UK industrial landscape — but
Peter Thiel quietly dumped all his Nvidia shares and bought Apple and Microsoft—a repositioning that signals doubt about AI's most celebrated chipmaker.
The AI capex boom will roll on in 2026, driving demand for innovation that can help build the next generation of cloud, communications, and AI infrastructure.
The rapid expansion of artificial intelligence is driving a convergence toward an AI operating system that governs how data, compute and intelligence move through enterprise infrastructure. The conversation has moved past experimentation and into the hard questions of inference at scale, agent sp
Exclusive: Rented datacentres and ‘supercomputer’ site that’s still a scaffolding yard raise questions for Starmer’s push to ‘mainline AI into veins of economy’<a href="https://www.theguardian.com/technology/2026/mar/09/from-press-release-to-scrap-metal-site-the-essex-supercomputer
Venture capitalist Chamath Palihapitiya says his software startup, 8090, is facing rapidly rising artificial intelligence costs that could reach $10 million a year, pushing the company to reconsider some of the tools powering its development. <str
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. Stocks fell Friday as the war in the Middle East escalated. The S & P 500 and Nasdaq were both off roughly 1% after President Donald Trump said Frid
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Today’s Fortune 500 Digest.
CoreWeave ( CRWV ) may not have scared the market because of a sudden drop in the demand for AI. It scared the market because it reminded everyone that demand does not pay the bills; capital does. Notice Pythia Research focuses on multi-bagger stocks, primarily in the technology sector. Our approac
Perplexity will rely on CoreWeave’s cloud infrastructure to scale its AI workloads and meet growing product demand. The post Perplexity selects CoreWeave Cloud to support AI inference workloads appeared first on <a
New filings show how the former OpenAI researcher is translating his AGI thesis into billions of dollars of bets on electricity, AI infrastructure, and bitcoin mining companies.
Perplexity, the AI search company, signed a multi-year deal to run its AI workloads on CoreWeave’s cloud platform, and investors took notice, pushing CRWV shares up roughly 5.7% in pre-market trading. The deal puts Perplexity on NVIDIA GB200 NVL72-powered clusters through CoreWeave’s inf
Find insight on Apple, CoreWeave and more in the latest Market Talks covering Technology, Media and Telecom.
All eyes are on Nvidia's fourth quarter results, due after the closing bell on Wednesday, as AI concerns continue to grip markets.
Anthropic adds voice mode to Claude Code for 5% of users. Google traces a 23-exploit iPhone toolkit from US intelligence to Chinese criminals.
CoreWeave, Inc. (NASDAQ:CRWV</
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Shares of CrowdStrike Holdings Inc. rose slightly in late trading today after the cybersecurity company reported slightly better-than-expected earnings and revenue in its fiscal 2026 fourth quarter and gave an outlook roughly in line with expectations. For the quarter that ended on Jan. 31, Crowd
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CORZ still holds under 1,000 BTC but look to "remain opportunistic" moving forward.
Amazon’s Extreme AI Spending Sends Stock to Worst Month in Years
Your look at what's coming in the week starting March 2.
$50 billion from Amazon, $30 billion from Nvidia, and $30 billion from SoftBank, with additional investors expected to join as the round progresses.
State
OpenAI Group PBC today announced that it has raised $110 billion in funding at a pre-money valuation of $730 billion. Nvidia Corp. and SoftBank Group PBC provided $30 billion each. The remaining $50 billion came from Amazon Web Services Inc., which has also expanded its technical partnership with
Nvidia CEO Jensen Huang speaks during a dinner event with the company's Taiwanese suppliers in Taipei, Taiwan, on Saturday, Jan. 31, 2026. Nvidia reported blowout earnings on Wednesday and issued a better-than-expected forecast showing accelerating growth. CEO Jensen Huang proclaimed that "compute
Bitcoin fell Friday after briefly topping $69K this week, while stocks like CoreWeave and BitMine tumbled amid broader market losses.
Bloomberg's Bailey Lipschultz joins Matt Miller and Emily Graffeo on "Bloomberg Real Yield" to discuss CoreWeave, which is looking to raise about $8.5 billion to help finance a buildout of cloud computing capacity for Meta. (Source: Bloomberg)
Artificial intelligence deployments aren’t just adding load to the cloud — they’re reshaping it from the inside out. As graphics processing unit clusters scale and inference workloads multiply, the abstraction layers that once made cloud computing feel seamless are straining under real-time perfo
GPU cloud provider faces investor backlash over infrastructure costs and debt levels
Stocks fell on Friday after a key inflation gauge came in much hotter than expected, and fears of AI disruption continued to rise. But CNBC's Jim Cramer said there are four reasons why he remains bullish right now. "I am not going to be pessimistic when the 10-year [Treasury] is going down in yield,
Coreweave CEO Mike Intrator backed up the company's massive spending plans during an interview with CNBC's " Squawk on the Street " on Friday as shares dropped post-earnings on profitability worries. Intrator told CNBC that Coreweave has willingly chosen to invest in more infrastructure and take a
CoreWeave Inc. (NASDAQ:CRWV) shares fell in premarket trading Friday after the AI cloud provider issued lighter-th
OpenAI closes the largest private financing round in history. Ama
Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here's the latest in trending: AI purge: Jack Dorsey's Block ( XYZ ) soars 20% after slas
Mixed fourth quarter results highlight divergence between AI expansion plays and margin pressure.
Analysts had estimated about 72 cents on average, according to data compiled by Bloomberg. The company, an operator of AI data centers, also said that 2026 capital spending will be $30 billion to $35 billion — a bigger figure than analysts anticipated.
The company will generate about $50 billion in AI server revenue in the current fiscal year, which ends in January 2027, Dell said Thursday in a statement. “The AI opportunity is transforming our company,” Chief Operating Officer Jeff Clarke said in the statement. Dell enters the year “with a reco
CoreWeave’s annual revenue rose to $5.13bn for the year, marking a 168% increase from $1.92bn in 2024. The post CoreWeave posts $452m loss in Q4 2025, revenue jumps to $1.6bn appeared first on <a href="https://www.verdict.c
CoreWeave said it expects capital expenditure of between $30 billion and $35 billion in 2026, sharply higher than the $14.9 billion it spent in 2025
AI cloud provider's first-quarter guidance misses expectations despite strong Q4
Shares of the cloud infrastructure company CoreWeave Inc. fell more than 9% in late trading today after it posted a bigger-than-expected loss per share and offered a weak revenue forecast for the current quarter. The company, which is laser-focused on the artificial intelligence industry, reporte
CoreWeave doubled sales in the fourth quarter but reported bigger than expected losses, sending shares more than 8% lower in after-hours trading. The AI cloud company made $1.6 billion in revenue during the quarter, an increase of 110% from the same period the previous year. It reported a
Cloud GPU provider beats Q4 targets with massive contract pipeline from Meta and OpenAI
While AI demand remains high, CoreWeave’s widening net loss in the fourth quarter is giving investors pause.
Michael Intrator, Chief Executive Officer of CoreWeave Inc., speaks during an interview with CNBC on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Sept. 22, 2025. CoreWeave shares fell as much as 7% in extended trading on Thursday after the artificial intelligence-focused
CoreWeave Inc (NASDAQ:CRWV) reported financial results for the fourth quarter after the bell on Thursday. HereR
CoreWeave tops $5 billion in revenue for 2025 <a class="username" href="https://www.constellationr.com/user/larry-dignan" title="Vi
CoreWeave Inc. fell as much as 13% in late trading after reporting a bigger-than-expected loss and boosting capital expenditures, spurring concerns about the company overspending on infrastructure.
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Investors are assessing Nvidia's earnings report for a steer on the AI trade.
Nvidia posted record quarterly revenue of $68.1 billion, with data center sales surging 75% to $62.3 billion. Guidance of $78 billion for next quarter crushed estimates, signaling t
Nvidia 's Jensen Huang was right when he told CNBC investors "got it wrong" over AI fears that drove them to sell off software stocks, market watchers have said. Software stocks have been caught up in a sell-off that dragged the sector into bear market territory, amid fears AI could make software as
Good morning! Here's the latest in trending: AI bellwether: Nvidia's ( NVDA ) stock barely budges despite blowout earnings . Limited H200 shipments have been approved to China , while CEO Huang pushed back on AI cannibalization fears in the software sector. Day in court: A 20-year-old woman, who s
Nvidia’s fourth quarter was driven by rising demand for AI and accelerated computing, resulting in higher data center revenue. The post Nvidia Q4 FY26 net income soars 94% to $42.96bn appeared first on <a href="https://www.ver
"Software is already eating AI" and will continue to do so, according to HSBC, with the bank shrugging off recent market fears about the sector being displaced by artificial intelligence. Software stocks plunged earlier this month as widespread concerns that AI could make software-as-a-service, or S
Nvidia on Wednesday delivered strong quarterly results to cap off its fiscal year, outdone only by the chip giant's outlook for the current quarter, in a sign the AI boom continues apace. Revenue in the company's fiscal 2026 fourth quarter increased 73% year over year to $68.13 billion, outpacing th