#coreweave — 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)

“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)

“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 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/

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

#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

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

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

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

@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

@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/

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/

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/

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/

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/

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

Neocloud Economics: CoreWeave vs Nebius – Vertical AI Infra Crushes Hyperscalers (60-70% Margins) ⚡

Neoclouds own stack (chips→racks), dodge AWS debt/leasing. Nebius edges CoreWeave on costs; $10B+ ARR potential. AI training explodes demand

Why vertical? 2-3x cheaper GPUs vs cloud giants.

VCs: Next hyperscalers? Founders: Build atop. GPU wars incoming. 📈

#Neocloud #CoreWeave #Nebius #AIInfra #GPUEconomics

https://buff.ly/XJsjWqp

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

ИИ — на этот раз все будет по другому?

В книге Алестаэра Нэрна Engines that Move Markets — Technology Investing from Railroads to Internet and Beyond исследуется как важнейшие технологические изобретения последних 200 лет — от железных дорог до интернета — влияли на финансовые рынки и состояние инвесторов. Предисловие к книге написал сэр Джон Темплтон в 2000 году, на пике дотком-мании: «Никогда ещё не было лучшего времени для жизни, и мы должны ценить это. Я остаюсь оптимистом относительно будущего — но это не означает, что при инвестировании не следует быть осторожными. Река удачи может течь в нашу сторону, но важно прокладывать осторожный путь среди порогов, способных опрокинуть лодку. Следует сохранять терпение, гибкость и помнить, что все активы в конце концов будут оценены по своим будущим доходам». «Воздействие ожиданий, подкреплённых эмоциями, формирует тенденции на рынках. Те, кто утверждает, что текущий бычий рынок уникален — как и любой другой — должны знать лучше. Уроки истории однозначны: любой бычий рынок заканчивается в момент наивысшего оптимизма, а за ним следует медвежий рынок, завершающийся в момент наибольшего пессимизма». «Несмотря на различия между эпохами, структура повторяется удивительно точно. Сначала новое изобретение встречается скепсисом. Затем скепсис сменяется энтузиазмом, когда бизнес начинает осознавать потенциал. В отрасль устремляются новые компании, появляется венчурный капитал, акции почти всех быстро растут на волне восторга. Потом наступает фаза зрелости: деньги заканчиваются, слабые фирмы исчезают, а наивные инвесторы теряют средства. Наступает пессимизм, цены падают, рынок стабилизируется».

https://habr.com/ru/articles/974056/

#пузырь #dotcom #искусственный_интеллект #nvidia #openai #датацентр #инфографика #xai #coreweave

The A.I. Boom Has Found Another Gear. Why Can’t People Shake Their Worries?

https://web.brid.gy/r/https://www.nytimes.com/2025/11/20/technology/ai-stock-boom-nvidia.html

CoreWeave faces a crucial earnings report after a 22% stock drop. Strong AI cloud growth meets profitability pressure, making cash flow and resilience key for investors.

#CoreWeave #AICloud #TechStocks #Investing #AIInvestments #MarketTrends #EarningsReport #CloudComputing #TECHi

Read Fulll Article Here :- https://www.techi.com/coreweave-stock-ai-hype-cools/

Core Scientific Holders Poised to Reject CoreWeave Merger, Jefferies Says - The bank said investors are likely to vote down the deal on Oct. 30, betting Core Scienti... - https://www.coindesk.com/markets/2025/10/29/core-scientific-holders-poised-to-reject-coreweave-merger-jefferies-says #mergersandacquisitions #corescientific #coreweave #jefferies #markets #news

Galaxy Digital Banks $505M Profit as Crypto Trading Surges 140% - TLDR:

Galaxy Digital posted $505M profit in Q3 2025 as trading volumes jumped 140% from ... - https://blockonomi.com/galaxy-digital-banks-505m-profit-as-crypto-trading-surges-140/ #cryptofinance #cryptotrading #galaxydigital #datacenters #blockchain #coreweave #finance #bitcoin #helios #ai

Galaxy Digital Banks $505M Profit as Crypto Trading Surges 140% - TLDR:

Galaxy Digital posted $505M profit in Q3 2025 as trading volumes jumped 140% from ... - https://blockonomi.com/galaxy-digital-banks-505m-profit-as-crypto-trading-surges-140/ #cryptofinance #cryptotrading #galaxydigital #datacenters #blockchain #coreweave #finance #bitcoin #helios #ai

Galaxy Digital Banks $505M Profit as Crypto Trading Surges 140% - TLDR:

Galaxy Digital posted $505M profit in Q3 2025 as trading volumes jumped 140% from ... - https://blockonomi.com/galaxy-digital-banks-505m-profit-as-crypto-trading-surges-140/ #cryptofinance #cryptotrading #galaxydigital #datacenters #blockchain #coreweave #finance #bitcoin #helios #ai

Galaxy Digital Banks $505M Profit as Crypto Trading Surges 140% - TLDR:

Galaxy Digital posted $505M profit in Q3 2025 as trading volumes jumped 140% from ... - https://blockonomi.com/galaxy-digital-banks-505m-profit-as-crypto-trading-surges-140/ #cryptofinance #cryptotrading #galaxydigital #datacenters #blockchain #coreweave #finance #bitcoin #helios #ai

Galaxy Digital Says Helios a ‘Gold Rush,’ Reveals Q3 Revenue Beat and Client Growth - Galaxy COO Chris Ferraro touted disciplined execution and Galaxy One’s appeal to high-net... - https://www.coindesk.com/markets/2025/10/21/galaxy-says-helios-a-gold-rush-reveals-q3-revenue-beat-and-client-growth #galaxydigital #coreweave #markets #news

Tech Moves: Amazon AI VP departs for CoreWeave; F5 adds tech exec - Jon Jones. (LinkedIn Photo)

— Jon Jones, a former Amazon Web Services vice pres... - https://www.geekwire.com/2025/tech-moves-amazon-ai-vp-departs-for-coreweave-f5-adds-tech-exec-and-more/ #seattleuniversity #michaelmontoya #seiseattle #techmoves #coreweave #traveloka #startups #jonjones #maveron #amazon #casium #f5

CoreWeave’s new $14.2B AI cloud deal with Meta marks a stunning leap, pushing its total contracts with Meta and OpenAI to $22.4B. This pact, reported by Ashley Capoot, fuels Meta’s AI supercluster ambitions and CoreWeave’s rise in “neocloud” GPU power. Explore how AI giants secure future dominance. https://www.cnbc.com/2025/09/30/coreweave-meta-deal-ai.html #CoreWeave #Meta #AI #CloudInfrastructure #Nvidia #OpenAI #Supercluster #Investment #Technology #AshleyCapoot

Why does OpenAI need six giant data centers? - On Tuesday, OpenAI, Oracle, and SoftBank announced plans for... - https://arstechnica.com/ai/2025/09/why-does-openai-need-six-giant-data-centers/ #aidevelopmenttools #aiinfrastructure #machinelearning #claymagouyrk #masayoshison #datacenters #coreweave #samaltman #sbenergy #softbank #aichips #chatgpt #biz⁢ #nvidia #openai #oracle #ai

"Beneath the surface of the AI "revolution" lies a dirty secret: that most of the money is one of four companies feeding money to a company incubated by NVIDIA specifically to buy GPUs and their associated hardware.

These Neoclouds are entirely dependent on a continual flow of private credit from firms like Goldman Sachs (Nebius, CoreWeave, Lambda for its IPO), JPMorgan (Lambda, Crusoe, CoreWeave), and Blackstone (Lambda, CoreWeave), who have in a very real sense created an entire debt-based infrastructure to feed billions of dollars directly to NVIDIA, all in the name of an AI revolution that's yet to arrive.

Those billions — an estimated $50 billion a quarter for the last three quarters at least — will eventually have the expectation of some sort of return, yet every Neocloud is a gigantic money loser, with CoreWeave burning $300 million in the last quarter with expectations to spend more than $20 billion in capital expenditures in 2025 alone.

At some point the lack of real money in these companies will make them unable to pay their ruinous debt, and with NVIDIA's growth already slowing, I think we're watching a private credit bubble grow with no way for any of the money to escape.

I'm not sure where it'll end, but it's not going to be pretty."

https://www.wheresyoured.at/is-there-any-real-money-in-renting-out-ai-gpus/

#AI #GenerativeAI #Nvidia #Neoclouds #CoreWeave #Lambda #Nebius #GPUs

Tech Moves: Ring CEO lands at AllTrails; former AWS CEO joins KKR as advisor; and more - Liz Hamren. (LinkedIn Photo)

— Elizabeth “Liz” Hamren is now CEO of AllTrails, ... - https://www.geekwire.com/2025/tech-moves-ring-ceo-lands-at-alltrails-former-aws-ceo-joins-kkr-as-advisor-and-more/ #instituteforproteindesign #breakthroughenergy #amazonwebservices #sanabiotechnology #adamselipsky #florinrotar #techmoves #alltrails #coreweave #lizhamren #startups #avanade #axios

Core Scientific Faces Valuation Disconnect; PT Hiked to $22: Jefferies - Core Scientific (CORZ) reported weaker-than-expected revenue but topped adjusted EBITDA e... - https://www.coindesk.com/markets/2025/08/18/core-scientific-faces-valuation-disconnect-pt-hiked-to-usd22-jefferies #mergersandacquisitions #corescientific #coreweave #jefferies #analysts #markets #news

Better Artificial Intelligence (AI) Stock: CoreWeave vs. Nvidia

The growing demand for AI computing power has propelled both CoreWeave and Nvidia’s businesses to new heights. Nvidia…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #AIfactories #ArtificialIntelligence #computingpower #CoreWeave #DataCenters #NVIDIA #Technology
https://www.newsbeep.com/us/21057/

Core Scientific, Bitcoin Miners Tumble on CoreWeave Buyout; Jefferies Says Price in Expected Range - AI infrastructure firm CoreWeave (CRWV) has agreed to buy bitcoin (BTC) miner Core Scient... - https://www.coindesk.com/markets/2025/07/07/core-scientific-bitcoin-miners-tumble-on-coreweave-buyout-jefferies-says-price-in-expected-range #mergersandacquisitions #corescientific #coreweave #jefferies #analysts #markets #news

After a three-year drought, the #IPOmarket is showing signs of recovery, with #Circle’s 500% surge sparking optimism. This positive #momentum, coupled with #CoreWeave’s strong performance, is encouraging for #venturecapital firms, which rely on #IPOs to generate profits for their investors. However, potential roadblocks, such as #geopoliticaluncertainty and #regulatoryhurdles, remain. https://www.cnbc.com/2025/07/03/ipo-market-boost-from-circle-500percent-surge-vcs-say-drought-may-be-ending.html

3 No-Brainer AI Stocks to Buy Right Now https://www.byteseu.com/1104477/ #AI #AIRevolution #ArtificialIntelligence #CoreWeave #Symbotic

Applied Digital Corp. shares soared 103% last week after announcing a major long-term AI infrastructure deal with CoreWeave, fueling expectations of continued momentum amid surging demand for AI data centers.
#YonhapInfomax
#AppliedDigital #NVIDIA #CoreWeave #AIInfrastructure #103PercentRally
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=66640

Red Hat Launches the llm-d Community, Powering Distributed Gen AI Inference at Scale

https://www.redhat.com/en/about/press-releases/red-hat-launches-llm-d-community-powering-distributed-gen-ai-inference-scale

#RedHat #CoreWeave #Google #IBM #NVIDIA #AMD #Cisco #HuggingFace #Intel #Lambda #Mistral #OpenSource #AI #llmd #vllm #Linux #Kubernetes