Tag · 14 stories
Every story tagged CoreWeave on AI Chat Daily.
Backlog hit about $132.5 billion and active power passed 1.7 gigawatts, while interest costs pushed the quarter to a $709 million net loss.
CoreWeave, Applied Digital and Nebius fell premarket while Microsoft and Alphabet rallied, as investors weighed tighter data center rules in Texas and Georgia.
The credit support would fund power and construction at a West Virginia campus where Anthropic has a $45 billion compute deal.
CoreWeave, Nebius and IREN have each lost at least 30% in October as Nvidia's off-balance-sheet guarantees to AI cloud builders come under scrutiny.
The Philadelphia Semiconductor Index fell 6.3% as Meta, Lam Research and CoreWeave earnings and debt worries renewed questions about AI spending.
The British neocloud has $103B in contracts but two customers account for nearly all of it — and Anthropic can walk.
The AI cloud plans 70,000 Rubin and Blackwell GPUs and 300 megawatts in Armenia by end of 2027, with a 2-gigawatt roadmap across the region.
CoreWeave's DeepSeek-R1 benchmark shows a 10x throughput-per-watt gain over Grace Blackwell, with racks now live at four major clouds.
The next-gen switch doubles capacity and lands first at CoreWeave, Microsoft, Nebius, SpaceXAI and Tesla to wire hundreds of thousands of GPUs.
Meta Compute would sell raw capacity and hosted models, targeting AWS, Google Cloud, and Azure after $182.9B in infrastructure commitments.
GB300 NVL72 delivers 1.6x faster training than GB200 NVL72, and CoreWeave hits a 2.02-minute time-to-train on DeepSeek-V3 671B.
Orders topped $85B for the seven-part offering, letting Nvidia tighten pricing and triple its outstanding debt to about $30B.
CoreWeave, Firmus, Nebius and others expand AI factory capacity; DSX MaxLPS squeezes 40% more GPUs into the same power budget.
The Nvidia CEO's foundation is routing eight-figure GPU capacity from CoreWeave to academic AI researchers rather than commercial customers.
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