Browsing Tag
CoreWeave
44 posts
Nebius (NASDAQ: NBIS) Nasdaq-100 entry meets the USD 50B AI cloud backlog test
Nebius (NASDAQ: NBIS) joins Nasdaq-100 on 22 June with USD 50B in AI cloud backlog. The real test is turning USD 25B capex into ARR fast enough.
Nebius Group (NBIS) climbs to about $280 as Nasdaq-100 inclusion approaches and the Eigen AI deal closes
Nebius Group (NBIS) climbs as Nasdaq-100 inclusion approaches and the Eigen AI deal closes, with a $50 billion AI backlog underpinning the story. Read more.
Nebius (NBIS) joins the Nasdaq-100 as its AI cloud revenue soars
Nebius revenue jumped sevenfold and it is joining the Nasdaq-100. But a USD 20 billion capex bill means the funding question dwarfs everything.
Smartbird replaces Allbirds as $100m AI infrastructure bet puts BIRD under scrutiny
Find out whether Smartbird’s dramatic AI infrastructure pivot can revive BIRD stock or expose investors to serious execution, funding and dilution risks.
Anthropic Q2 revenue set to double to $10.9bn as $45bn SpaceX deal redraws AI compute map
Anthropic nears first operating profit on $10.9B Q2 sales as $1.25B monthly SpaceX compute deal reshapes AI infrastructure economics. Read full analysis.
Can Moonshot AI’s Kimi K2.6 help CoreWeave, Inc. strengthen its AI cloud moat?
CoreWeave claims top Kimi K2.6 inference rankings as AI infrastructure shifts toward efficiency and scale. Find out what it means.
Panthalassa wants to run AI inference at sea, and Thiel, Doerr, and Supermicro just funded it
Wave energy spent twenty years failing to reach the grid. Panthalassa just raised $140 million from Peter Thiel and others by skipping the grid entirely.
Nebius (NBIS) strikes $643m Eigen AI acquisition to anchor inference at Token Factory
Nebius has the compute. It needed the inference moat. The $643 million Eigen AI deal is how Token Factory plans to outprice Together AI and Fireworks.
Why Jane Street’s $7bn CoreWeave bet could reshape AI infrastructure demand in finance
Jane Street’s $6 billion CoreWeave cloud deal and $1 billion stock buy could reshape AI infrastructure demand in finance. Read the deeper strategic story.
CoreWeave lands Anthropic after Meta expansion, and suddenly the AI cloud race looks tighter
CoreWeave has signed Anthropic to a multi-year AI cloud deal. Read why the agreement matters for CRWV, competitors, debt risk, and AI infrastructure strategy.