#core-weave — Public Fediverse posts

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/

“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 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/

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.

https://www.computing.co.uk/news/2026/ai/openai-report-causes-stock-market-jitters?utm_source=mastodon_org&utm_medium=post&utm_campaign=Apr_openai

#openai #ai #oracle #coreweave #softbank #arm #ai #technews

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.

https://www.computing.co.uk/research/2026/ai-cloud-boom-who-is-counting-the-cost?utm_source=mastodon_org&utm_medium=post&utm_campaign=Apr_Cloud

#greenwashing #google #meta #microsoft #datacenter #oracle #technews #cloud #nscale #coreweave #ai

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

#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

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

@GhostOnTheHalfShell

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

📰 📉 "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/

#AI #giełda

UK AI Action Plan: vaporware, crypto bros, and no AI

https://web.brid.gy/r/https://pivot-to-ai.com/2026/03/10/uk-ai-action-plan-vaporware-crypto-bros-and-no-ai/

#KI

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 #RAM

Dell 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!

https://www.youtube.com/watch?v=eY3d5yFpKr8

#AI

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

https://www.theguardian.com/technology/2025/dec/28/nvidia-insists-it-isnt-enron-but-its-ai-deals-are-testing-investor-faith

Spoiler alert: Nvidia is Enron. After borrowing from Peter to pay Paul, you’re still in the red.

#nvidia #ai #openai #microsoft #anthropic #intel #meta #google #oracle #coreweave #xai #musicalchairs

https://www.theguardian.com/technology/2025/dec/28/nvidia-insists-it-isnt-enron-but-its-ai-deals-are-testing-investor-faith “Companies are trying to address a violent change in supply and demand. You do that by working together” #AIBubble #shortage #inflation #NVIDIA #CoreWeave

As A.I. Companies Borrow Billions, Debt Investors Grow Wary

https://web.brid.gy/r/https://www.nytimes.com/2025/12/26/business/ai-debt-investors.html

Kredite und Schulden – Wie riskant ist Nvidias KI-Boom?
Nvidia profitiert enorm vom KI-Boom – nicht nur durch steigende Chip-Verkäufe, sondern vor allem durch kreditfinanzierte Kreisläufe in der Branche. Ob das System dauerhaft stabil bleibt, steht jedoch infrage.

GPU-Kredite: D
https://www.apfeltalk.de/magazin/news/kredite-und-schulden-wie-riskant-ist-nvidias-ki-boom/
#KI #News #Chipkrise #CoreWeave #Datenzentren #Finanzsystem #GPUs #Investitionen #KI #Konkurrenz #Kredite #Nvidia

Ignore climate risk at your peril, AI data center edition:

"some of the high-tech company’s biggest problems began with a very low-tech nuisance: unexpectedly turbulent rainstorms in North Texas"

https://www.wsj.com/tech/ai/coreweave-stock-market-ai-bubble-a3c8c321?st=dfqekL&reflink=desktopwebshare_permalink

#ai #climate #economics #coreweave

El director ejecutante de CoreWeave defiende los acuerdos circulares de IA como si "trabajaran juntos" #acuerdos #circulares #como #CoreWeave #defiende #director #ejecutivo #Inteligencia_artificial #juntos #los #Michael_Intrator #Microsoft #nube #OpenAI #trabajaran #ButterWord #Spanish_News Comenta tu opinión 👇
https://butterword.com/el-director-ejecutante-de-coreweave-defiende-los-acuerdos-circulares-de-ia-como-si-trabajaran-juntos/?feed_id=58931&_unique_id=69392325ee286

Coreweave CEO defends AI circular deals as ‘working together’

https://web.brid.gy/r/https://techcrunch.com/2025/12/09/coreweave-ceo-defends-ai-circular-deals-as-working-together/