Allbirds has completed its transformation into Smartbird, an AI infrastructure provider, after selling its footwear business and shedding most of its workforce. New CEO Nadia Carlsten, who has never w…
VAST Data has emerged as the dominant storage supplier to neoclouds, with a 600 PB capacity win at Australia's Sharon AI. Neoclouds, which specialize in GPU-compute-heavy AI services, saw collective r…
Nvidia is backing Hydra Host, a startup that raised $100 million in Series A funding to build a marketplace for renting GPU capacity, effectively commoditizing Nvidia's own chips. The company, founded…
Senators Elizabeth Warren, Chris Van Hollen, and Richard Blumenthal launched a formal investigation on December 16, 2025, into whether AI data centers are driving up residential electricity costs. The…
NVIDIA CEO Jensen Huang outlined a 10-point AI roadmap during a recent talk, emphasizing that agentic AI has crossed a critical threshold requiring 1,000 times more compute than generative AI. He high…
Wyoming Governor Mark Gordon toured the Related Digital data center campus in Cheyenne, a $1.2 billion project expected to deliver 420 megawatts of computational capacity for CoreWeave and generate ov…
CoreWeave raised $3.5 billion in a funding round, signaling strong investor interest in AI infrastructure. The company provides cloud services for AI workloads, positioning itself as a key player in t…
CoreWeave launched unified agentic AI capabilities on May 28, combining serverless reinforcement learning, production inference, fleet observability, and autonomous improvement into a closed feedback …
CoreWeave (CRWV) appears attractive following the launch of its agentic AI integration, positioning the company to capitalize on the growing demand for AI infrastructure. The move signals CoreWeave's …
CoreWeave will join the Nasdaq-100 Index on June 22, 2026, about 15 months after its March 2025 IPO, the company announced. The GPU-focused cloud provider reported $2.1 billion in Q1 revenue and a $74…
AMP PBC, a public benefit corporation founded by Anjney Midha, is building a shared GPU network to pool idle chips from data centers and lower AI compute costs. The company has secured $1.3 billion in…
CoreWeave will join the Nasdaq-100 Index on June 22, 2026, just 15 months after its IPO, marking a rapid ascent from a crypto mining startup to an AI cloud infrastructure leader. The company reported …
Nvidia's new GB300 NVL72 system achieves 61,400 concurrent AI agents per megawatt, a 20x improvement over the prior-generation H200. The Blackwell Ultra rack-scale system, validated using the AgentPer…
Shares of CoreWeave and Nebius rose Friday after Nasdaq announced both AI infrastructure companies will join the Nasdaq 100 index on June 22 as part of its quarterly rebalance. CoreWeave traded near $…
CoreWeave, the GPU-focused cloud computing company that went public 15 months ago at $40 per share, has been added to the Nasdaq-100 Index effective June 22, 2026. The inclusion, driven by a $21 billi…
CoreWeave stock trades at $95.74 after an OpenAI funding scare, with the company holding a $99.4 billion backlog and a $35 billion debt stack. A 2026 forecast outlines bull, base, and bear cases for C…
The Nasdaq-100 will add CoreWeave, Rocket Lab, Astera Labs, Nebius Group, and Teradyne to its flagship index effective June 22, replacing Charter Communications, Cognizant, Insmed, Verisk Analytics, a…
Quantitative trading firm Jane Street is building and independently financing its own data center, signaling a major escalation in the race for compute power amid surging AI demand. The move follows a…
A Seeking Alpha contributor recommended a pair trade in AI-infrastructure stocks, advising investors to go long on CoreWeave (CRWV) while shorting or hedging Nebius (NBIS). The analyst argued that Cor…
CoreWeave completed the industry's first bring-up of its Vera Rubin platform, a system Nvidia executives called "the most capable AI platform Nvidia has ever built." The milestone, which uses Dell Pow…