Browsing Tag
CoreWeave
60 posts
OpenAI accelerates $30bn financing as Anthropic prepares for November IPO
OpenAI seeks $30 billion at a $1.4 trillion valuation before Anthropic's IPO. Can soaring AI revenue justify the price amid mounting infrastructure costs?
Applied Digital’s (Nasdaq: APLD) revenue jumps 322%, but how much is recurring AI rent?
Applied Digital's AI infrastructure expansion lifted quarterly revenue to $341.9 million, but tenant fit-out services contributed more than half the total. With $6.4 billion in debt, $36 billion in long-term lease commitments and substantial construction spending, the distinction between reported growth and sustainable rental earnings is becoming increasingly important.
AI’s next bottleneck may be finance as data centers, chips and power chase capital
Artificial intelligence spending is moving beyond technology-company balance sheets as GPUs, data centers, electricity contracts and infrastructure cash flows increasingly support specialised financing structures. The shift could turn AI infrastructure financing into a much broader credit-market cycle, but power delivery, asset values and leverage will determine whether the model proves durable.
Nvidia (Nasdaq: NVDA) jumps after $96bn Q2 as $108bn Q3 test looms
Nvidia Q2 revenue doubled to $96.2bn and Q3 guidance hit $108bn. Can Rubin growth outweigh falling margins at a $5tn valuation?
NVIDIA forecasts first $100bn quarter as Data Center revenue surges 117%
NVIDIA Q2 revenue doubled to $96.2B as Data Center sales hit $89B and Q3 guidance reached a record $108B.
CoreWeave has $104bn of AI backlog, but 79% sits beyond the next two years
CoreWeave’s backlog is 8.1 times its 2026 revenue guidance midpoint, but converting it requires up to US$39bn of capex and sustained capacity execution.
Hudson River Trading picks CoreWeave for next-gen AI trading research platform
CoreWeave signs multi-billion-dollar AI cloud deal with Hudson River Trading, its third marquee quant win of 2026 after Jane Street and IMC contracts.
CoreWeave (NASDAQ: CRWV) backlog hits $104bn as $39bn AI buildout tests leverage
CoreWeave’s $104 billion backlog and 112% Q2 growth validate AI demand, but $39 billion capex and $640 million interest keep $CRWV risky despite the rally.
Firebird has opened its Armenia AI factory. Can 15 MW really become 2 GW by 2028?
Firebird has opened a 15 MW artificial intelligence factory in Armenia powered by 6,144 NVIDIA B200 GPUs, turning the first phase of an ambitious infrastructure programme into an operating asset. The harder challenge now is scaling beyond 70,000 GPUs in Armenia and toward a roughly 2 GW international network without allowing power, deployment or customer utilisation to lag behind capacity.
CoreWeave company profile: How a crypto miner built a $99.4bn AI cloud backlog
CoreWeave has transformed from a cryptocurrency-mining operation into one of the world’s fastest-growing artificial intelligence cloud providers, securing major commitments from Microsoft Corporation, OpenAI, Meta Platforms, Inc., Anthropic and Jane Street. Its $99.4 billion revenue backlog offers extraordinary visibility, but heavy debt, customer concentration and a planned $31 billion to $35 billion capital programme make execution as important as demand.