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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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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.