On Monday, CoreWeave says growing data center opposition will shift where AI infrastructure is built, not reduce demand.

Ahead of Q2 earnings, Shay Boloor warns CoreWeave and NeoClouds must prove if their revenue ramp can catch up to massive $100B AI backlogs.

CoreWeave reports Q2 earnings Tuesday as prediction-market traders wager on what the AI cloud giant will say about Nvidia, Anthropic, Meta and its massive AI buildout.