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#coreweave — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #coreweave, aggregated by home.social.

  1. The Daily Beast Latest Articles | Trump Cashed In One Day After Handing Tech Firm Major Deal by Will Neal, Tom Latchem

    AI generated summary, Read the full article for complete information.

    Donald Trump bought CoreWeave AI bonds worth up to $1 million in the week before the Department of Energy announced the firm’s inclusion in the White House “Genesis Mission” AI program—a disclosure that caused the company’s stock to jump about 20 percent—and then sold those bonds the next day for a value in the $1‑$5 million range, a profit that raised conflict‑of‑interest concerns. The transactions, revealed through his financial disclosures and investigated by the Daily Beast and PunchUp, occurred amid broader criticism that his administration’s deregulatory AI policies benefit his and his family’s sizable tech holdings. Trump’s net worth has risen to roughly $6.5 billion, driven largely by gains in technology assets, while his organization maintains that investment decisions are made by independent managers without his input.

    Read more: thedailybeast.com/donald-trump

    #Trump #CoreWeave #TrumpOrganization #AI #DonaldTrump

  2. 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

    buff.ly/XJsjWqp

  3. 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... - coindesk.com/markets/2025/10/2 #galaxydigital #coreweave #markets #news

  4. “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 <archive.md/GoRyM> / <ft.com/content/08aba5e4-5834-4> (paywall)

  5. #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. cnbc.com/2026/04/09/meta-commi #tech #media #news

  6. 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!

    youtube.com/watch?v=eY3d5yFpKr8

  7. 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 :- techi.com/coreweave-stock-ai-h

  8. "In my years writing this newsletter I have come across few companies as rotten as CoreWeave — an "AI cloud provider" that sells GPU compute to AI companies looking to run or train their models.

    CoreWeave had intended to go public last week, with an initial valuation of $35bn. While it’s hardly a recognizable name — like, say, OpenAI, or Microsoft, or Nvidia — this company is worth observing, if not for the fact that it’s arguably the first major IPO that we’ve seen from the current generative AI hype bubble, and undoubtedly the biggest. Moreover, it’s a company that deals in the infrastructure aspect of AI, where one would naturally assume is where all the money really is — putting up the servers for hyperscalers to run their hallucination-prone, unprofitable models.

    You’d assume that such a company would be a thriving, healthy business. And yet, a cursory glance at its financial disclosure documents reveals a business that’s precarious at best, and, in my most uncharitable opinion, utterly rancid. If this company was in any other industry, it would be seen as such. Except, it’s one of the standard bearers of the generative AI boom, and so, it exists within its own reality distortion field.

    Regardless, CoreWeave’s IPO plans appear to have been delayed, and it’s unclear when it’ll eventually make its debut on the public markets. I assume the reasons for the delay are as follows."

    wheresyoured.at/core-incompete

    #AI #CoreWeave #CloudComputing #AICloud #GenerativeAI

  9. 📰 📉 "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]:
    wheresyoured.at/the-ai-bubble-

    #AI #giełda

  10. “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 <archive.md/GoRyM> / <ft.com/content/08aba5e4-5834-4> (paywall)

  11. “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 <archive.md/GoRyM> / <ft.com/content/08aba5e4-5834-4> (paywall)

  12. “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 <archive.md/GoRyM> / <ft.com/content/08aba5e4-5834-4> (paywall)

  13. “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 <archive.md/GoRyM> / <ft.com/content/08aba5e4-5834-4> (paywall)

  14. 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. cnbc.com/2025/07/03/ipo-market

  15. 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

    newsletter.tf/meta-gives-corew

  16. @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

  17. @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

  18. @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

  19. 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».

    habr.com/ru/articles/974056/

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

  20. 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
    en.infomaxai.com/news/articleV

  21. 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.

    computing.co.uk/research/2026/

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