Coreweave

You're telling me people are getting bearish on $NBIS and the broader neocloud trade while GPU rental prices are climbing like this? Nvidia's B200 rental rates have now climbed to $4.50 per GPU hour up a whopping 150% in just seven days.…

Wow. $CRWV -7% $NBIS -7% $DRAM -5% If this is Leopold... He is an insane top signal every single time. https://t.co/G2mc3Lew5K

Jensen Huang just made some VERY interesting comments about the ongoing financing concerns surrounding neoclouds like $NBIS and $CRWV. One of the biggest concerns surrounding these companies has been their ability to secure financing at…

$NBIS $MU $LITE This is a great take on the current state of the AI trade. On the equity side, tech trades at ~19x forward earnings. At the 2000 peak it was ~59x. Prices have run, but earnings have run faster, so the multiple is actually…

$NVDA $NBIS $IREN $CRWV The world is not ready for the speed of the buildout ahead of us. NVIDIA just unveiled DSX POD at GTC Berlin: complete Vera Rubin AI factories, built and tested inside containers before they ever leave the factory…

Shinhan Securities: Supply Base and Monetization Structure of Major AI Computing Providers $CRWV $NBIS $IREN $SPCX $AKAM $SHAZ

Once again, the GPU depreciation bear thesis is dead. Elon on the $SPCX call: "The value of compute per watt will increase over time, not decrease... that's why you see things like even old computers like H100s renting for more than they…

$MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going from 10GW of data center power in 2025 to…

Bernstein on $LITE: Recent drawdowns are due to softer AI lab revenues, $CRWV financing, and macro overhangs. Not weaker infra demand. Bernstein say that the real debate is whether 2028 CPO bandwidth math holds, with bandwidth scale-up…

Expert Takeaways: Data Centers 1. Open-Source Models Closing the Gap > Open-source models are catching up to state-of-the-art frontier models faster than expected, driven by lower costs and improved performance. > Starting in Q2, customers…

JPMorgan just dropped an ABSOLUTELY INSANE forecast for AI compute. According to JPMorgan, global AI compute demand is expected to reach roughly 530 GW by 2031, while available supply is projected to reach just 250 GW. That leaves us with…

Nomura: data center capacity to expand to 74GW in 2028F, up from 26GW in 2025. Of the 74GW, 48.5GW coming from the US big tech. $SPCX $ORCL $CRWV $META $MSFT $AMZN $GOOGL

The AI compute shortage is getting WORSE and what's happening with NVIDIA's B200 GPUs right now is absolutely INSANE. According to Ornn Exchange, rental prices for NVIDIA's B200 GPUs just reached a new all time high of $8.54 per GPU hour,…

$SPY rose 0.48% to $766.91 today, with AI and chip stocks leading a bounce after last week's selloff. Here are the top stories you need to know. 1. Chip stocks bounced back as the Philadelphia Semiconductor Index rose about 2% to snap an…

FUNDA sees a risk to neolabs (newly funded AI labs) requiring a vigorous cycle of raising new capital: "We noted that their funding could support roughly six to twelve months of spending, after which continued purchases would depend on…

Gavin Baker on the other side of Ben's bandwidth story: at the peak of the 2000 bubble, 97% of America's fiber sat dark, and today there are no dark GPUs. "I had, depending on how you look at it, the privilege and the misfortune of being a…

Ben Horowitz on what LoudCloud, his early cloud company, taught him about today's AI neoclouds, and why they face an opposite problem today: "It can end up being like a very dangerous arbitrage business, where you can get upside-down…

J.P. Morgan: CoreWeave needs its active data center power to reach 4-5x annual additions to generate positive free cash flow, which is only expected in 2030E at a 4.5x ratio. $CRWV

Jensen Huang hopes to announce some new partnerships in Europe to unlock more land, power, and shell. Willing to support neoclouds like CoreWeave and Nebius in scaling out in places like Europe. Mentions substrates and silicon photonics…

OpenAI just lost the man in charge of its entire COMPUTE buildout. Sachin Katti, who led OpenAI's infrastructure and Stargate data center push, announced he is leaving to build something newm, his last day is November 15 and he will stay…

99% robot reliability sounds impressive. Until you scale to 10,000 actions a day. @_joe_harris_ , Founder & CEO of @AlloyRobotics, explains why reliability becomes one of the biggest challenges as robotics companies move from prototypes to…

$SPY fell 1.1% today to around $769 after dropping as low as $766.71, as a hot inflation report pushed rate hike odds higher and hit AI stocks. Here are the top stories you need to know. 1. September CPI came in at 3.7% from a year ago…

‘Watch Your Head’ in AI. OpenAI, CoreWeave & ASML. ARD #184 …OpenAI’s new compute chief, CoreWeave’s ‘unlimited’ money hunt, ASML’s orders to 2030, and GTA VI. $TTWO $ASML $CRWV Full writeup and source links: https://t.co/O6nAfmnFZH…

FUD headlines always. $CRWV at $65 is pretty crazy. https://t.co/GOgR4a5OPw

"If your throughput is 50% slower, you get fired [...] If your reliability is 50%, 60%, 70%, you don't even get a sales call." @RajatBhageria, Founder & CEO of @ChefRobotics, has a different perspective on the current humanoid robotics…

$SPY finished basically flat today, closing at $778.01 for a 0.01% loss after dipping as low as $775.95 earlier in the session as chip stocks sold off. Here are the top stories you need to know. 1. Memory stocks got hit again on worries…

Rosenblatt: Nebius doesn't disclose their active, revenue-generating power, but we estimate the company has about a sixth the size of CoreWeave's 1.5GW of active power. As of 10/7/26 $NBIS $CRWV

A robot can learn how to walk. That doesn't mean it knows how to walk everywhere. At a workshop in San Francisco, one of the exercises was to take a quadruped that had learned to walk under Earth gravity and adapt its policy for Mars.…

Customer speaking about CoreWeave: "No one is faster than CoreWeave in getting idle GPUs back up, that is key. If you have an idle GPU, you’re losing money because you’re paying full price regardless, so you need to consider the price of…

$30 BILLION valuation and the IPO collapsed in less than 48 hours. An Nvidia cbacked Australian AI data center company, Firmus Grid, was looking to go public at a valuation nearly 3X what it was worth less than three months ago. The…

"Most deep-tech companies don't work because of a business or ROI reason." @RajatBhageria walked away from millions in restaurant robot contracts. Cooking robots were the wrong product. "Customers don't want cooking robots. They want…

Texas just exposed the real AI bottleneck and it will make already powered data centers dramatically more valuable. ERCOT’s large load queue exploded from 63 GW to 474 GW in only 18 months, more than five times Texas’ record peak demand…

A robot that works 90% of the time is completely useless in a factory. @adnothing from @WaldenRobotics had a really good session at @CoreWeave's Fully Connected today on what happens when you stop optimizing robotics for demos and start…

Hands down, this hands-on session is one of the coolest I’ve been so far! Today we got to train a robot on Mars. Well, in simulation. The mission: retrieve a fuel cell 200 meters away and bring it back before life support runs out. There…

A robot arm can now be trained over a weekend by three students in San Francisco. A bulldozer cannot. Spent part of the day on the floor at Fully Connected, @CoreWeave's conference in San Francisco. Good energy, plenty of cool demos. My…

Had a really good group around the table in San Francisco last night. @JanLiphardt from @openmind_agi, @kaandogrusoz from @weaverobotics, @Grace_JBrown and her colleague from Andromeda, @felipekiwi90 from @Robotcom, @RajatBhageria from…

Coachella of AI is here. Still some tickets available at https://t.co/ODnW6z1Ff5. Line up is ready: Adarsh Kulkarni, Foundry Robotics Alexander Toshev, Wayve Anastasis Germanidis, Runway Andy Chen, Runway Anthony Maggio, Runway Ashley…

Breaking: CoreWeave is up 5.4% today $CRWV added ~$2,600,000,000 in market cap today Why it's moving: • Brought up its first Nvidia Vera Rubin NVL72 cluster. Non-GPU revenue already topped $400M annualized • Rothschild & Co Redburn…

Everyone says "we fine-tuned it with LoRA" like that's one thing. My read after digging into this today: that phrase covers at least six different techniques, and conflating them is why fine-tuning projects burn budget on the wrong lever.…

The biggest bear argument against AI infrastructure is dead (Save this). The common concern from bears like @michaeljburry that expensive GPUs quickly become obsolete as NVIDIA releases newer generations and if that were true, companies…

Jensen Huang just mapped out the chain of companies needed to power the AI revolution (Save this). His message is that AI is becoming a new industrial system that requires manufacturing, infrastructure, energy, financing and an enormous…

Breaking: CEO of $NVDA Jensen Huang says cybersecurity will be the next major use case for AI as cyberattacks grow 'exponentially' Nvidia is the most valuable company on Earth at $5.2T as they make almost every chip powering AI right now…

Breaking: Leopold Aschenbrenner's fund is buying back into its former positions Situational Awareness placed options bets on: • AMD $AMD • Bloom Energy $BE • CoreWeave $CRWV • SK Hynix $SKHY • SanDisk $SNDK • Roundhill Memory ETF $DRAM…

You should be buying as much NVIDIA as possible (Save this). SemiAnalysis projects that NVIDIA could hold roughly $1.4 trillion in cash and investments by fiscal 2031, giving it more capital than almost any customer, competitor or bank…

Jensen says neoclouds are powerful because they secure land, power, and shell for CSPs. He mentioned companies like Equinix, Coreweave, Nebius and new ones like Enscale, Lambda, and Firmus. $CRWV $NBIS https://t.co/gLwRt5swrc

Just some notes from $NBIS fireside chat at Goldman Sachs Tech Conference: TLDR: Yep, it's bullish. 1. Order book extends into H1 2028 which is 2 quarters further out than at Q2 ER. Arkady said "people are demanding tens of thousands of…

We need more compute than ever before because AI is moving into the everyday operations of ordinary businesses (Save this). The chart shows that 22.4% of firms are already using AI in their regular business functions, while another 25.9%…

IREN is going significantly higher if it successfully converts its power and data centers into AI infrastructure. The central thesis is that IREN is increasing both the amount of AI capacity it operates and the revenue it earns from each…