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CoreWeave earnings: Data-center operator posts $56 billion in contracted future revenue, but revenue guidance drops | Fortune
All eyes were on the datacenter operator’s RPO figure, which matched Wall Street’s $50 billion-$60 billion expectations.
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fortune.com
Data centers in Nvidia’s hometown stand empty awaiting power | Fortune
Two projects in Nvidia’s hometown may sit empty for years because the local utility isn’t ready to supply electricity.
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cnbc.com
CoreWeave's revenue more than doubles as AI buildout expansion accelerates
On top of deals with Meta and OpenAI, CoreWeave pointed to expansions from a large unnamed customer in the third quarter.
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Data-center operator CoreWeave is a stock-market darling. Bears see it as a symbol of the AI infrastructure bubble | Fortune
A debt-laden balance sheet represents a major vulnerability.
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CoreWeave earnings: Data-center operator posts $56 billion in contracted future revenue, but revenue guidance drops | Fortune
All eyes were on the datacenter operator’s RPO figure, which matched Wall Street’s $50 billion-$60 billion expectations.
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Once-hot cloud AI play CoreWeave is tanking. A JPMorgan downgrade is adding to the pressure
The bank downgraded CoreWeave, which provides infrastructure for artificial intelligence firms, to neutral from overweight.
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CoreWeave CEO responds to data center delays as stock plunges. Core Scientific shares fall
CNBC's Jim Cramer noted data center delays at sites in Texas, Oklahoma and North Carolina tied to Core Scientific.