Browsing Tag
Michael Intrator
3 posts
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.
Meta keeps building its own AI empire, so why is it still writing giant checks to CoreWeave?
Meta adds $21bn to its CoreWeave AI cloud pact through 2032. Read what it means for AI inference, capex discipline, and infrastructure competition.
CoreWeave (Nasdaq: CRWV) Q4 2025 earnings: AI cloud revenue hits $5bn as 2026 capital spend targets $35bn
CoreWeave CRWV Q4 2025 earnings analysis: $5.1B revenue, $66.8B backlog, $12-13B 2026 guidance. Read what the numbers really mean for AI infrastructure.