#core-weave — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #core-weave, aggregated by home.social.
-
BackBlaze Finds a Lifeline: New 5-Year Deal with CoreWeave Announced https://lowendbox.com/blog/backblaze-finds-a-lifeline-new-5-year-deal-with-coreweave-announced/ #Editorial&News #backblaze #coreweave
-
RT @NVIDIAAIInfra: 👏 @CoreWeave ist der erste Cloud-Anbieter, der die NVIDIA Vera Rubin NVL72 in Betrieb genommen und validiert hat. Training von MoE-Modellen mit nur einem Viertel der GPUs. Inference zu einem zehntel der Kosten pro Token im Vergleich zu NVIDIA Blackwell. Erfahren Sie mehr ⤵️ CoreWeave (@CoreWeave) Wir sind der erste Cloud-Anbieter, der @nvidia Vera Rubin NVL72 in Betrieb genommen und validiert hat. Nicht nur die Hardware. Der gesamte Stack: softwaredefinierte Flüssigkeitskühlung (Valvey), einheitliche Rack-Steuerung (Racky), CoreWeave Mission Control über die gesamte Flotte. Lesen Sie den Blog: utm.io/uqEQP Video — https://nitter.net/CoreWeave/status/2067257727550636116#m
mehr auf Arint.info
#AIInfrastructure #CloudComputing #CoreWeave #MoEModels #NVIDIA #VeraRubin #arint_info
-
NVIDIA Blackwell Sweeps Every MLPerf 6.0 Benchmark With No Competition In Sight, While GB300 Systems Run Up to 60% Faster Than GB200 The latest MLPerf Training 6.0 benchmarks are in & NVIDIA ha...
#Featured #News #Sticky #Blackwell #CoreWeave #DeepSeek #V3 #GB300 #GB300 #NVL72 #GPT-OSS
Origin | Interest | Match -
Anthropic、データセンター賃貸借に関する10件超の基本合意書を締結 | Data Center Café https://www.yayafa.com/2823263/ #AgenticAi #AI #aiインフラ #aiクラスター #Anthropic #ArtificialGeneralIntelligence #ArtificialIntelligence #AWS #colossus #coreweave #fluidstack #Google #ipo申請 #SpaceX #trainium #エージェント型AI #データセンター #人工知能 #汎用人工知能
-
Anthropic、データセンター賃貸借に関する10件超の基本合意書を締結 | Data Center Café https://www.yayafa.com/2823263/ #AgenticAi #AI #aiインフラ #aiクラスター #Anthropic #ArtificialGeneralIntelligence #ArtificialIntelligence #AWS #colossus #coreweave #fluidstack #Google #ipo申請 #SpaceX #trainium #エージェント型AI #データセンター #人工知能 #汎用人工知能
-
Computing’s sustainability research examines AI-native clouds CoreWeave and Nscale. Both are young companies; both have a crypto-mining heritage; and both are very shy about publishing sustainability data.
#technews #nscale #coreweave #datacenter #ai #green #sustainability
-
Computing’s sustainability research examines AI-native clouds CoreWeave and Nscale. Both are young companies; both have a crypto-mining heritage; and both are very shy about publishing sustainability data.
#technews #nscale #coreweave #datacenter #ai #green #sustainability
-
Dell just had its biggest single-day stock gain ever — up ~32% — after AI server revenue grew 757% to $16.1B. But "Dell AI server" is really one product: the PowerEdge XE9712 (NVIDIA GB200/GB300 NVL72). And the main buyers aren't AWS or Google — they're neoclouds like CoreWeave and Nscale.
https://www.buysellram.com/blog/dell-ai-server-757-percent-powerede-lineup/
#DellTechnologies #DellAI #PowerEdge #NVIDIA #AIServers #AIInfrastructure #DataCenter #EnterpriseIT #ITAD #CoreWeave #Blackwell #GB200 #tech
-
Dell just had its biggest single-day stock gain ever — up ~32% — after AI server revenue grew 757% to $16.1B. But "Dell AI server" is really one product: the PowerEdge XE9712 (NVIDIA GB200/GB300 NVL72). And the main buyers aren't AWS or Google — they're neoclouds like CoreWeave and Nscale.
https://www.buysellram.com/blog/dell-ai-server-757-percent-powerede-lineup/
#DellTechnologies #DellAI #PowerEdge #NVIDIA #AIServers #AIInfrastructure #DataCenter #EnterpriseIT #ITAD #CoreWeave #Blackwell #GB200 #tech
-
NVIDIA’S FINANCIAL FLURRY: A SHIFT IN ALLEGIANCES?
NVIDIA has doubled its investment in CoreWeave, a GPU cloud provider. This move shows NVIDIA's strong belief in CoreWeave as AI demand grows.
#NVIDIA, #CoreWeave, #AI, #CloudComputing, #TechInvestment
https://newsletter.tf/nvidia-doubles-coreweave-investment-ai-demand/
-
NVIDIA’S FINANCIAL FLURRY: A SHIFT IN ALLEGIANCES?
NVIDIA has doubled its investment in CoreWeave, a GPU cloud provider. This move shows NVIDIA's strong belief in CoreWeave as AI demand grows.
#NVIDIA, #CoreWeave, #AI, #CloudComputing, #TechInvestment
https://newsletter.tf/nvidia-doubles-coreweave-investment-ai-demand/
-
NVIDIA has significantly increased its investment in CoreWeave, doubling its stake. This shows a growing partnership as demand for AI computing power rises.
#NVIDIA, #CoreWeave, #AI, #CloudComputing, #TechInvestment
https://newsletter.tf/nvidia-doubles-coreweave-investment-ai-demand/ -
NVIDIA has significantly increased its investment in CoreWeave, doubling its stake. This shows a growing partnership as demand for AI computing power rises.
#NVIDIA, #CoreWeave, #AI, #CloudComputing, #TechInvestment
https://newsletter.tf/nvidia-doubles-coreweave-investment-ai-demand/ -
COREWEAVE'S GAMBLE: UNPRECEDENTED SPEND FOR AI DOMINANCE
Meta gives CoreWeave $21 billion more for AI. This helps Meta run AI on Facebook and Instagram. CoreWeave needs more clients.
#CoreWeave, #MetaAI, #AIcomputing, #TechDeals, #OpenAI
https://newsletter.tf/meta-gives-coreweave-21-billion-for-ai-needs/
-
COREWEAVE'S GAMBLE: UNPRECEDENTED SPEND FOR AI DOMINANCE
Meta gives CoreWeave $21 billion more for AI. This helps Meta run AI on Facebook and Instagram. CoreWeave needs more clients.
#CoreWeave, #MetaAI, #AIcomputing, #TechDeals, #OpenAI
https://newsletter.tf/meta-gives-coreweave-21-billion-for-ai-needs/
-
Meta's new $21 billion deal with CoreWeave is a huge amount of money. This is more than the $14 billion they gave before.
#CoreWeave, #MetaAI, #AIcomputing, #TechDeals, #OpenAI
https://newsletter.tf/meta-gives-coreweave-21-billion-for-ai-needs/ -
Meta's new $21 billion deal with CoreWeave is a huge amount of money. This is more than the $14 billion they gave before.
#CoreWeave, #MetaAI, #AIcomputing, #TechDeals, #OpenAI
https://newsletter.tf/meta-gives-coreweave-21-billion-for-ai-needs/ -
“Banks are hunting for new ways to offload risks tied to a glut of data centre debt as the race to build #AIInfrastructure stretches financing limits among the largest global lenders. Groups including JPMorgan Chase, Morgan Stanley and SMBC are trying to find ways to distribute portions of data centre-related deals to a broader range of investors, according to people familiar with the matter.
Lenders are exploring private deals to sell stakes in the #debt as well as so-called risk transfers to reduce exposure to big borrowers and free up capacity for more lending. The efforts showcase the unprecedented scale of #borrowing that underpins the #AI sector and the pressure it is putting on lenders. #Oracle and #CoreWeave, two data centre operators, have borrowed hundreds of billions to build sites across the #USA for #AILabs.”
#ArtificialIntelligence / #Banking / #capacity / #profit <https://archive.md/GoRyM> / <https://ft.com/content/08aba5e4-5834-4e79-a48d-989a2c5bad0f> (paywall)
-
“Banks are hunting for new ways to offload risks tied to a glut of data centre debt as the race to build #AIInfrastructure stretches financing limits among the largest global lenders. Groups including JPMorgan Chase, Morgan Stanley and SMBC are trying to find ways to distribute portions of data centre-related deals to a broader range of investors, according to people familiar with the matter.
Lenders are exploring private deals to sell stakes in the #debt as well as so-called risk transfers to reduce exposure to big borrowers and free up capacity for more lending. The efforts showcase the unprecedented scale of #borrowing that underpins the #AI sector and the pressure it is putting on lenders. #Oracle and #CoreWeave, two data centre operators, have borrowed hundreds of billions to build sites across the #USA for #AILabs.”
#ArtificialIntelligence / #Banking / #capacity / #profit <https://archive.md/GoRyM> / <https://ft.com/content/08aba5e4-5834-4e79-a48d-989a2c5bad0f> (paywall)
-
OpenAI's Stumbles Cast Shadow on Infrastructure Partners
OpenAI missed revenue and user growth targets, causing stock drops for partners like Oracle and CoreWeave. Learn why this matters for AI infrastructure.
#OpenAI #Oracle #CoreWeave #AI #TechStocks
https://newsletter.tf/openai-revenue-misses-affect-oracle-coreweave/
-
OpenAI's Stumbles Cast Shadow on Infrastructure Partners
OpenAI missed revenue and user growth targets, causing stock drops for partners like Oracle and CoreWeave. Learn why this matters for AI infrastructure.
#OpenAI #Oracle #CoreWeave #AI #TechStocks
https://newsletter.tf/openai-revenue-misses-affect-oracle-coreweave/
-
OpenAI's missed targets have caused a dip in stock prices for key partners like Oracle and CoreWeave, raising questions about the AI sector's rapid growth.
#OpenAI #Oracle #CoreWeave #AI #TechStocks
https://newsletter.tf/openai-revenue-misses-affect-oracle-coreweave/ -
OpenAI's missed targets have caused a dip in stock prices for key partners like Oracle and CoreWeave, raising questions about the AI sector's rapid growth.
#OpenAI #Oracle #CoreWeave #AI #TechStocks
https://newsletter.tf/openai-revenue-misses-affect-oracle-coreweave/ -
US Top News and Analysis | Here are Friday's biggest analyst calls: Nvidia, Apple, Roku, Reddit, Rivian, CoreWeave, Hershey, UnitedHealth & more
AI generated summary, Read the full article for complete information.
The article – published on May 1, 2026 – lists Friday’s top Wall Street analyst calls, summarizing upgrades, downgrades and price‑target changes for a wide range of stocks. Bank of America reiterated a “buy” on Apple and raised its target for Roku, while downgrading Roblox to neutral. Citi upgraded CoreWeave to “buy,” and Barclays lifted SanDisk to overweight and Pilgrim’s Pride to overweight despite a lower target. Morgan Stanley named Reddit and Paramount Skydance overweight, upgraded Caterpillar to equal‑weight and TKO to overweight, but downgraded e.l.f. Beauty. Needham initiated Alpha & Omega Semiconductor with a buy rating, and Jefferies launched Suncrete as a buy. TD Cowen upgraded Hershey to buy, Goldman Sachs added UnitedHealth and Interactive Brokers to its conviction list, and JPMorgan made Arrow Pharmaceuticals overweight. BMO upgraded Air Products and Willis Towers Watson to outperform, while Oppenheimer initiated Dutch Bros as outperform. Rothschild & Co. opened coverage with buys on Celestica, Credo, Coherent and Lumentum; Deutsche Bank kept Rivian a buy; Wolfe started Rubrik as outperform; Evercore reiterated Nvidia as outperform; and Stifel initiated Septerna as a buy. The piece provides a concise snapshot of the day’s most notable analyst recommendations across technology, consumer, industrial and health‑care sectors.
Read more: https://www.cnbc.com/2026/05/01/friday-top-analyst-calls-like-apple-nvidia.html
-
A report suggesting that OpenAI missed some of its key targets has caused shares in companies with the largest stakes in AI’s most prominent player to drop.
-
A report suggesting that OpenAI missed some of its key targets has caused shares in companies with the largest stakes in AI’s most prominent player to drop.
-
From Google's newly invented carbon metric to two key AI clouds that publish no environmental data at all, the Computing annual sustainability audit goes under the AI microscope. Penny Horwood explains how – and why.
#greenwashing #google #meta #microsoft #datacenter #oracle #technews #cloud #nscale #coreweave #ai
-
From Google's newly invented carbon metric to two key AI clouds that publish no environmental data at all, the Computing annual sustainability audit goes under the AI microscope. Penny Horwood explains how – and why.
#greenwashing #google #meta #microsoft #datacenter #oracle #technews #cloud #nscale #coreweave #ai
-
Samsung Electronics' Cross-Company Union has declared a May 21 general strike, demanding 15% of operating profit as bonuses — totaling 45 trillion ...
Samsung Electronics' Cross-Company Union has declared a May 21 general strike, demanding 15% of operating profit as bonuses — totaling 45 trillion won, or 580 million won per member.#SamsungElectronicsunion #generalstrike #performancebonus #KOSPImarginloans #leveragedinvestment #AIpivot #CoreWeave #Allbirds #ELWcontroversy
Samsung Union Declares May General Strike Over 45 Trillion Won Bonus Demand -
https://winbuzzer.com/2026/04/13/anthropic-taps-coreweave-cloud-to-power-claude-ai-xcxwbn/
Anthropic Taps CoreWeave Cloud to Power Claude AI
#AI #Anthropic #CoreWeave #ClaudeAI #CloudComputing #AIInfrastructure #DataCenters
-
https://winbuzzer.com/2026/04/13/anthropic-taps-coreweave-cloud-to-power-claude-ai-xcxwbn/
Anthropic Taps CoreWeave Cloud to Power Claude AI
#AI #Anthropic #CoreWeave #ClaudeAI #CloudComputing #AIInfrastructure #DataCenters
-
AIクラウドプロバイダーのCoreweave、Claudeのワークロード向けにAnthropicとの契約を締結 – Bitcoin News https://www.yayafa.com/2779666/ #AgenticAi #AI #Anthropic #AnthropicClaude #ArtificialGeneralIntelligence #ArtificialIntelligence #claude #coreweave #エージェント型AI #人工知能 #汎用人工知能
-
AIクラウドプロバイダーのCoreweave、Claudeのワークロード向けにAnthropicとの契約を締結 – Bitcoin News https://www.yayafa.com/2779666/ #AgenticAi #AI #Anthropic #AnthropicClaude #ArtificialGeneralIntelligence #ArtificialIntelligence #claude #coreweave #エージェント型AI #人工知能 #汎用人工知能
-
AI 인프라 시대 개막, CoreWeave 급등의 비밀
Claude 개발사 Anthropic이 CoreWeave와 대규모 GPU 컴퓨팅 임대 계약을 체결하면서 CoreWeave 주가가 급등했습니다. AI 인프라 기업이 새로운 시대의 주인공으로 부상하며, AI 생태계 전반에 걸친 구조적 성장이 가시화되고 있습니다.
-
CoreWeave’s (NASDAQ: #CRWV) share price climbed to $104 in premarket trading on Friday after the company announced a multi-year agreement with artificial intelligence (#AI) startup Anthropic.
https://dmarketforces.com/coreweave-share-price-climbs-on-anthropic-ai-deal/
-
#Meta has committed to spending an additional $21 billion on #AIcloud #infrastructure from #CoreWeave, extending their partnership through 2032. This new agreement, on top of a previous $14.2 billion deal, highlights Meta’s significant investment in AI and its reliance on CoreWeave’s infrastructure, which is crucial for supporting Meta’s AI ambitions and talent. https://www.cnbc.com/2026/04/09/meta-commits-to-spending-additional-21-billion-with-coreweave-.html?eicker.news #tech #media #news
-
#Meta has committed to spending an additional $21 billion on #AIcloud #infrastructure from #CoreWeave, extending their partnership through 2032. This new agreement, on top of a previous $14.2 billion deal, highlights Meta’s significant investment in AI and its reliance on CoreWeave’s infrastructure, which is crucial for supporting Meta’s AI ambitions and talent. https://www.cnbc.com/2026/04/09/meta-commits-to-spending-additional-21-billion-with-coreweave-.html?eicker.news #tech #media #news
-
Meta、CoreWeaveと210億ドルのAIインフラ契約を締結 | Data Center Café https://www.yayafa.com/2778007/ #AgenticAi #AI #aiインフラ #ArtificialGeneralIntelligence #ArtificialIntelligence #coreweave #LLAMA #Meta #MetaAI #NVIDIA #VeraRubin #エージェント型AI #人工知能 #汎用人工知能 #資金調達
-
Meta、CoreWeaveと210億ドルのAIインフラ契約を締結 | Data Center Café https://www.yayafa.com/2778007/ #AgenticAi #AI #aiインフラ #ArtificialGeneralIntelligence #ArtificialIntelligence #coreweave #LLAMA #Meta #MetaAI #NVIDIA #VeraRubin #エージェント型AI #人工知能 #汎用人工知能 #資金調達
-
¿Por qué CoreWeave atrae a inversores tras anunciar récord de ingresos? La tecnológica CoreWeave sorprende al mercado con cifras históricas y una cartera de pedidos multimillonaria para 2025 https://sagaroja.com/es/blog/empresas/coreweave-ingresos-2025 #Coreweave #Accionestecnolgicas #Inversiones
-
This is a good listen, investigating what many others have called out as fraudulent dealings by tech companies like #Coreweave, #nscale and #Microsoft and a #UKgov pinning all its hopes on AI.
https://www.theguardian.com/news/audio/2026/mar/30/uk-big-risky-ai-bet
-
This is a good listen, investigating what many others have called out as fraudulent dealings by tech companies like #Coreweave, #nscale and #Microsoft and a #UKgov pinning all its hopes on AI.
https://www.theguardian.com/news/audio/2026/mar/30/uk-big-risky-ai-bet
-
How the #AIBubble may be like the 2008 GFC thanks to SPVs / CDOs
#GPU #CoreWeave #NVIDIA #StructuredFinance #Securitisation #CDO #DataCentres #PrivateCredit #GFC2 #DerivativesMarket #PensionFunds #SPV #ComputeFutures #TechDebt #WallStreet #FinancialEngineering #2008Redux
-
10k words, wrong thesis.
He's banging on about GPUs in boxes. The actual scandal is GPUs as financial instruments. CoreWeave has $30B in debt collateralised against physical chips in SPVs (Special Purpose Vehicle), depreciated over 6 years based on projected inference revenue that doesn't exist. NVIDIA sells the GPUs, then rents some back, and that rental income services the debt used to buy them.
Nobody knows what an H100 is worth in 2028. Billions of dollars of structured finance assumes the answer is "enough."
Not asbestos in the walls, Ed. CDOs. Read a balance sheet instead of Pluralistic for once.
Zitron found the right neighbourhood and broke into the wrong house.
#AIBubble #GPU #CoreWeave #NVIDIA #StructuredFinance #TechDebt #Securitisation #WheresYourEdAt
-
📉 CoreWeave, a gigante de la IA, anuncia avances en su plataforma cloud nativa de IA en la conferencia GTC de NVIDIA. A pesar de las noticias, sus acciones caen. ¿Mercado escéptico o corrección temporal? #IA #Cloud #NVIDIA #CoreWeave.
-
📰 📉 "Bańka sztucznej inteligencji to wojna informacyjna
[...]
#CoreWeave, przed czym ostrzegam już od marca 2025 roku, to prawdziwa bomba zegarowa. Prowadzona przez nią działalność jest głęboko nierentowna i wymaga ogromnych nakładów kapitałowych (10 mld dolarów tylko w 2025 roku, by po prostu przetrwać, a kwota ta ma się podwoić w 2026 roku). Firma jest obciążona ogromnym długiem, aby generować przychody o ujemnej marży, nawet jeśli pochodzą one od najbogatszych i najbardziej prestiżowych podmiotów w branży. Teraz musi pozyskać kolejne 8,5 mld dolarów, aby w ogóle zrealizować kontrakt z #Meta o wartości 14 mld dolarów.W roku finansowym 2025 CoreWeave osiągnęło przychody w wysokości 5,13 mld dolarów, ponosząc przy tym stratę w wysokości 46 mln dolarów. Kuszące jest sugerowanie, że marże mogą się w pewnym momencie poprawić, ale biorąc pod uwagę, że spadły one z 17% (bez zadłużenia) w roku finansowym 2024 do -1% w roku finansowym 2025, widzę jedynie dowody na coś przeciwnego. W rzeczywistości marże CoreWeave tylko się pogarszały w ciągu ostatnich czterech kwartałów, spadając z -3% do 2%, potem do 4%, a teraz z powrotem do -6%.
Wskazuje to na fundamentalną słabość modelu biznesowego polegającego na wynajmowaniu procesorów graficznych, co podważa wartość przychodów #NVIDIA w wysokości 68,13 mld USD w IV kwartale roku finansowego 2026, a także wartość portfela zamówień CoreWeave wynoszącego 66,8 mld USD. Pamiętaj: CoreWeave to wspierana przez firmę NVIDIA (i zabezpieczona do tego stopnia, że gwarantuje ona płatności leasingowe CoreWeave) firma typu neocloud, posiadająca wszystkich klientów, o jakich można marzyć."
Całość [EN]:
https://www.wheresyoured.at/the-ai-bubble-is-an-information-war/ -
📰 📉 "Bańka sztucznej inteligencji to wojna informacyjna
[...]
#CoreWeave, przed czym ostrzegam już od marca 2025 roku, to prawdziwa bomba zegarowa. Prowadzona przez nią działalność jest głęboko nierentowna i wymaga ogromnych nakładów kapitałowych (10 mld dolarów tylko w 2025 roku, by po prostu przetrwać, a kwota ta ma się podwoić w 2026 roku). Firma jest obciążona ogromnym długiem, aby generować przychody o ujemnej marży, nawet jeśli pochodzą one od najbogatszych i najbardziej prestiżowych podmiotów w branży. Teraz musi pozyskać kolejne 8,5 mld dolarów, aby w ogóle zrealizować kontrakt z #Meta o wartości 14 mld dolarów.W roku finansowym 2025 CoreWeave osiągnęło przychody w wysokości 5,13 mld dolarów, ponosząc przy tym stratę w wysokości 46 mln dolarów. Kuszące jest sugerowanie, że marże mogą się w pewnym momencie poprawić, ale biorąc pod uwagę, że spadły one z 17% (bez zadłużenia) w roku finansowym 2024 do -1% w roku finansowym 2025, widzę jedynie dowody na coś przeciwnego. W rzeczywistości marże CoreWeave tylko się pogarszały w ciągu ostatnich czterech kwartałów, spadając z -3% do 2%, potem do 4%, a teraz z powrotem do -6%.
Wskazuje to na fundamentalną słabość modelu biznesowego polegającego na wynajmowaniu procesorów graficznych, co podważa wartość przychodów #NVIDIA w wysokości 68,13 mld USD w IV kwartale roku finansowego 2026, a także wartość portfela zamówień CoreWeave wynoszącego 66,8 mld USD. Pamiętaj: CoreWeave to wspierana przez firmę NVIDIA (i zabezpieczona do tego stopnia, że gwarantuje ona płatności leasingowe CoreWeave) firma typu neocloud, posiadająca wszystkich klientów, o jakich można marzyć."
Całość [EN]:
https://www.wheresyoured.at/the-ai-bubble-is-an-information-war/ -
UK AI Action Plan: vaporware, crypto bros, and no AI
-
UK AI Action Plan: vaporware, crypto bros, and no AI
-
CoreWeave CEO defends spending plans as stock plummets 18%
https://misryoum.com/us/economy/coreweave-ceo-defends-spending-plans-as-stock-plummets/
Coreweave CEO Mike Intrator backed up the company's massive spending plans during an interview with US News Hub MISRYOUM's "Squawk on the Street" on Friday as shares dropped post-earnings on profitability worries. Intrator told US News Hub MISRYOUM that Coreweave...
-
Dieser #Nasdaq-Endstand sagt alles über den Zustand der KI-Blase. #Coreweave, die führende
Datencenter-Bude verliert 20 % an einem Handelstag. Grund: Preise & Lieferschwierigkeiten von #RAMDell vermeldet Aufträge über 50 Mrd. USD für KI-Server. Plus 21 % an 1em Handelstag.
Das ist alles so krass rauf & runter wie zuletzt im Frühjahr 2000. This will definitely not end well. 😎
-
Dieser #Nasdaq-Endstand sagt alles über den Zustand der KI-Blase. #Coreweave, die führende
Datencenter-Bude verliert 20 % an einem Handelstag. Grund: Preise & Lieferschwierigkeiten von #RAMDell vermeldet Aufträge über 50 Mrd. USD für KI-Server. Plus 21 % an 1em Handelstag.
Das ist alles so krass rauf & runter wie zuletzt im Frühjahr 2000. This will definitely not end well. 😎
-
Corey Sanders, Senior Vice President of Product at #neocloud provider CoreWeave, leads product strategy and execution for the company. His mission: Gain enterprises' trust for #CoreWeave's #AIcloud services. The challenge: slower-than-expected #enterpriseAI adoption so far and skyrocketing demand for #AIinfrastructure, including data center power and water resources.
In today’s episode, we’ll cover…
-- The shift from model building to #AIinference
-- The potential effect of reinforcement learning on #AIaccuracy
-- CoreWeave's new ARENA AI lab
-- NeoCloud architectures take on "#RAMageddon"
and more!
-
Die Kontraktion der #KI-Blase geht weiter. #Nasdaq minus 1,6 %
Die Chip-Bude #Qualcomm hat 1 prima Quartal geliefert. Aber: Lieferprobleme, Einbruch der Orders. Minus 8,5 %
Die von #Nvidia gesponserte Datencenter-Bruchbude #Coreweave minus 9,5. %
#Palantir & #Oracle crashten mit je 7 % minus mit, alle anderen auch tiefrot.
Ein paar Fantastiliarden gingen wieder den großen Datenstrom hinunter. Einmal groß Raufzocken wird noch drin sein, aber dann regiert der große BUMSTI.
-
https://winbuzzer.com/2026/01/26/nvidia-invests-2b-coreweave-ai-data-center-expansion-xcxwbn/
NVIDIA Invests $2B in CoreWeave for AI Data Center Expansion
#AI #NVIDIA #CoreWeave #JensenHuang #BigTech #AIInvestment #AIInfrastructure #DataCenters