Coreweave

CoreWeave is a cloud provider that offers flexible compute resources. CEO Michael Intrator, Chief Strategy Officer Brannin McBee and Chief Technology Officer Brian Venturo founded the company in 2017.

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Cerebras Shows IPO Market Will Pay Up for Messy AI Math

By The Information Staff · May 14, 2026 1:05pm PDT
Cerebras’ shares surged in their trading debut Thursday, showing that public investors are willing to look past unusual financial risks for companies tied to the AI infrastructure boom. That’s a striking reception for a company that does not look like the clean software listings investors used to love: Cerebras is an expensive... Cerebras’ shares surged in their trading debut Thursday, showing that public investors are...
Amazon HQ in Seattle. Getty Images.
The Briefing

Amazon’s AI Shopping Overhaul

By Martin Peers · May 13, 2026 5:00pm PDT · 1 comment
Remember Bard? It was the original name of Google’s AI chatbot, but the Gemini brand long ago replaced it. Just as you’ve likely forgotten that history, you’re not likely to remember Rufus in 12 months’ time, either. Rufus, the name of Amazon’s AI-powered shopping chatbot, got tossed on Wednesday and replaced with Amazon’s well-established Alexa... Remember Bard? It was the original name of Google’s AI chatbot, but the Gemini brand long ago...
Anthropic CEO, Dario Amodei. Photo via Getty Images
AI Agenda

How Anthropic Could Take an OpenAI Supplier Off The Table

By Laura Mandaro · May 13, 2026 7:00am PDT
Is a big AI model maker about to take out a supplier to its archrival? That seems possible if a deal we reported on late Tuesday reaches the finish line. Anthropic is in talks to buy developer tools startup Stainless for at least $300 million, according to Stephanie and Katie. The New York startup makes software development kits that... Is a big AI model maker about to take out a supplier to its archrival? That seems possible if a...
Coreweave CEO Michael Intrator. Getty Images.
The Briefing

CoreWeave’s Balancing Act

By Martin Peers · May 7, 2026 5:00pm PDT
If you’re getting dizzy watching CoreWeave’s balancing act, you’re not alone. The AI cloud startup reported first-quarter numbers Thursday evening showing that its business is ramping up quickly—revenue doubled in the quarter to $2 billion compared to the year-earlier period—but its investment spending and operating expenses are also taking off.... If you’re getting dizzy watching CoreWeave’s balancing act, you’re not alone. The AI cloud...