Neocloud revenue exceeded $25 billion in 2025, and Gartner predicts neoclouds will capture 20% of the $267 billion AI cloud market by 2030, according to Synergy Research Group and Gartner. These purpo…
US companies have issued nearly $1.7 trillion in bonds so far this year, up 27% from the same period a year ago, according to SIFMA data, driven by AI infrastructure buildout by hyperscalers, data-cen…
Gene Marks argues in The Guardian that fears of an AI-driven 'debt bomb' crisis from datacenter builders like Meta, Oracle, xAI, and CoreWeave are exaggerated, noting the risks differ from past crises…
UBS estimates hyperscaler capital expenditures could reach about $4.1 trillion from 2026 through 2028, more than three times the $1.292 trillion spent in the previous six years, with Amazon, Alphabet,…
24/7 Wall St. set a price target of $166.75 for CoreWeave (NASDAQ:CRWV), implying an 86.28% upside from the current price of $89.36, and rated the stock a buy with 50% confidence. The projection is ba…
David Tepper's Appaloosa Management sold its entire 281,250-share SanDisk position in Q2 2026, worth about $179 million, after a 591% year-to-date rally, and redeployed capital into Amazon, Nvidia, Ta…
CoreWeave, Nebius, Lambda, Crusoe, and Groq are ranked as the five largest GPU neoclouds of 2026, with Nebius posting the lowest H100 rate and the only published B300 price, Lambda offering the cheape…
Nvidia announced Friday that it has become a minority investor in Cloverleaf Infrastructure, a company founded in 2024 that develops land and power for data centers, as part of its strategy to ensure …
Microsoft has received the first production Vera Rubin systems from Nvidia, CEO Satya Nadella confirmed on August 21, 2026, making Microsoft one of the earliest adopters of Nvidia's next-generation AI…
CoreWeave, the AI cloud company that went public on Nasdaq as CRWV in March 2025, is hiring a Staff Software Engineer for its Physical AI Engineering team in London, England. The role involves leading…
Nscale, a London-based AI infrastructure company founded in 2024, plans to raise up to $3 billion in a US IPO targeting a September 2026 listing, with Goldman Sachs and JPMorgan leading the process. T…
Wolfe Research projects Nebius Group (NASDAQ: NBIS) can reach more than $41 billion in annual recurring revenue (ARR) by 2030, nearly 10 times the $4.26 billion ARR modeled for Q3 2026, driven by cont…
Nebius Group stock fell 4% to $214.80 after pricing a $5 billion convertible note offering, while Cloudflare dropped 3% to $282.75 and Snowflake slipped 2% to $319.85 on concerns about dilutive AI fin…
Hudson River Trading signed a multibillion-dollar, multiyear agreement with CoreWeave to expand computing infrastructure for its trading research and models, making HRT one of the first customers to g…
Mark Cuban posted on X on Aug. 15, 2026, that "Chips as an asset class will be the new crypto," a cryptic statement that drew over 1.2 million views and was widely covered by financial media. Commenta…
CoreWeave reported second-quarter 2026 revenue of $2.58 billion, up 112% year over year, and guided third-quarter revenue to $3.45 billion–$3.6 billion, with full-year revenue of $12.4 billion–$13.2 b…
Morgan Stanley warned in an Aug. 17 research report that community resistance to data centers has become a material development risk, stating 'Capital alone no longer clears a site' and arguing politi…
CoreWeave has signed a multibillion-dollar, multi-year agreement with Hudson River Trading to provide GPU compute capacity for trading research and model development, giving HRT early access to Nvidia…
Neocloud stocks TeraWulf, CoreWeave, and Nebius fell this week amid AI bubble fears and rising bond yields, with Nebius dropping to $241 from a high of $280, CoreWeave to $93, and TeraWulf to $15.62. …
CoinShares has expanded the investment strategy of its Bitcoin Mining ETF (WGMI) to include AI and high-performance computing (HPC) infrastructure, reflecting a broader shift as Bitcoin miners leverag…