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.

Recent Articles about Coreweave
Art by Mike Sullivan
Exclusive

AMD to Backstop $300 Million Crusoe Loan, Following Nvidia Playbook

By Miles Kruppa and Valida Pau · Feb 19, 2026 10:43am PST
Chipmaker AMD is pursuing the same growth-driving strategy that has boosted sales at rival Nvidia: lending its financial support to upstart cloud providers buying its chips. AMD will effectively guarantee a $300 million loan for data center and cloud startup Crusoe to purchase AMD’s AI chips and install them in a data center in Ohio. The loan... Chipmaker AMD is pursuing the same growth-driving strategy that has boosted sales at rival...
Photo by David Paul Morris/ Getty Images
Applied AI

The Looming Battle Over Agent Management Software

By Kevin McLaughlin and Aaron Holmes · Feb 12, 2026 11:05am PST
The next big AI battleground will be centered on software for managing agents, helping businesses handle the growing suite of AI agents they’re using from different providers, as we reported today. On that front, the older enterprise software firms feel they have advantages over OpenAI and Anthropic.That advantage boils down to software firms’... The next big AI battleground will be centered on software for managing agents, helping businesses...
Art by Mike Sullivan
The Information Finance

Why Big Tech Companies Are Racing to Fund OpenAI

By Ken Brown · Feb 4, 2026 8:01am PST · 3 comments
Nvidia could invest around $30 billion, Amazon is down for at least $20 billion and Microsoft is looking at $10 billion as part of a $100 billion fundraising for OpenAI. SoftBank will bring the AI company closer to its goal with an investment worth around $30 billion. My colleague Sri Muppidi reported all of this last week. OpenAI has built... Nvidia could invest around $30 billion, Amazon is down for at least $20 billion and Microsoft is...
Microsoft CEO Satya Nadella. Jason Redmond/Getty Images.
Microsoft Is Striking the Right Balance Between Software and Cloud
By Anita Ramaswamy · Feb 2, 2026 6:00am PST · 2 comments
Microsoft CEO Satya Nadella. Jason Redmond/Getty Images.
True Value

Microsoft Is Striking the Right Balance Between Software and Cloud

By Anita Ramaswamy · Feb 2, 2026 6:00am PST · 2 comments
Microsoft is in Wall Street’s doghouse. The company’s shares have lagged the S&P 500 index for the past few months, and the big stock sell-off that followed last Wednesday’s earnings report has left them trading at their lowest value, as a multiple of operating profits, since 2022. Investors were responding to a slight slowdown in growth at... Microsoft is in Wall Street’s doghouse. The company’s shares have lagged the S&P 500 index...
Org Charts

How a Big Agent Bet Reshaped AWS

By Catherine Perloff · Feb 1, 2026 11:00am PST · 1 comment
Amazon Web Services CEO Matt Garman has been overhauling the cloud giant’s AI product leadership to speed its development of new AI software for businesses. Among more recent moves, AWS hired a former Microsoft executive to lead a suite of enterprise search and agent-building tools, and brought back a former AWS executive who did a stint at... Amazon Web Services CEO Matt Garman has been overhauling the cloud giant’s AI product leadership...
PE Pins Hopes on Cluster of Software IPOs
Dealmaker

PE Pins Hopes on Cluster of Software IPOs

By Valida Pau · Jan 27, 2026 3:28pm PST
As I wrote earlier today, private equity firms are sitting on a backlog of software companies they bought during the buyout frenzy of 2021 and 2022 that they hope to take public or sell. One reason they can’t cash out is that the initial public offering market has not been receptive to new PE-backed software listings. The value of all... As I wrote earlier today, private equity firms are sitting on a backlog of software companies...
Instagram CEO Adam Mosseri. Kyle Grillot/Getty Images.
The Briefing

Social Media’s Reckoning

By Erin Woo · Jan 26, 2026 5:00pm PST
Jury selection kicks off in Los Angeles tomorrow for a trial that both friends and foes of social media are saying could be existential for the social media industry—broadly defined to include Google’s YouTube as well as Meta Platforms and TikTok. The trial centers on a 20-year-old girl from Chico, Calif. who says her social media addiction led... Jury selection kicks off in Los Angeles tomorrow for a trial that both friends and foes of social...
Art by Mike Sullivan
Five Takeaways From ‘Data Center Davos’
By Anissa Gardizy · Jan 26, 2026 8:00am PST · 1 comment
Art by Mike Sullivan
AI Infrastructure

Five Takeaways From ‘Data Center Davos’

By Anissa Gardizy · Jan 26, 2026 8:00am PST · 1 comment
Last week, the data center industry migrated temporarily to Hawaii for the Pacific Telecommunications Council conference. The event—like Davos except warmer—is typically where deal talks in the data center business begin and the priorities for the year are set. The sector’s power brokers are coming off a wild 12 months, bookended by the... Last week, the data center industry migrated temporarily to Hawaii for the Pacific...
Sam Altman. Photo by Justin Sullivan/Getty Images
AI Agenda

Why OpenAI Is Doubling Down on Enterprises

By Stephanie Palazzolo · Jan 26, 2026 7:00am PST
The circular funding party continues! This morning, Nvidia announced that it’s invested $2 billion into cloud provider CoreWeave, who said it’ll use that capital to build more than five gigawatts in AI data center capacity by 2030. CoreWeave also said that it’ll be an early adopter of Nvidia products like its AI chips and software. This is just... The circular funding party continues! This morning, Nvidia announced that it’s invested $2...
GE Vernova turbines at the Stargate AI data center construction site in Abilene, Tex. Kyle Grillot/Bloomberg via Getty Images.
The Information Finance

Data Center Inflation Is Here

By Ken Brown · Jan 21, 2026 8:00am PST · 5 comments
In the first weeks of the year, it has become clear that building data centers is getting more expensive. On a relative basis, the shift could benefit the cash-rich tech giants, particularly Google, while potentially hurting cash-burning startups. This doesn’t mean giant data centers won’t get built. Investors are still enthusiastic about... In the first weeks of the year, it has become clear that building data centers is getting more...
The Information Finance Newsletter
Context and explanation for the biggest investments in the industry, with a particular focus on the funding of artificial intelligence.
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Amazon CEO Andy Jassy on TITV at Davos today. Photo via TITV
The Briefing

Andy Jassy in Davos; Netflix’s Q4

By Jessica E. Lessin · Jan 20, 2026 5:00pm PST
My second day in Davos began way too early—in a sit-down with Amazon CEO Andy Jassy for The Information’s TITV. It has been two years and three months since I last sat down with Jassy in Seattle. While he’s always calm and measured—and, for what it is worth, he’s one of the nicest people to interview—one could sense a little defensiveness... My second day in Davos began way too early—in a sit-down with Amazon CEO Andy Jassy for The...
SpaceX, Strava, Verkada and Crusoe are 2026 IPO contenders. Photos via Getty.
Nine Tech IPO Contenders to Watch This Year
By Valida Pau · Jan 16, 2026 6:00am PST · 3 comments
SpaceX, Strava, Verkada and Crusoe are 2026 IPO contenders. Photos via Getty.
Deals

Nine Tech IPO Contenders to Watch This Year

By Valida Pau · Jan 16, 2026 6:00am PST · 3 comments
Initial public offering listings rebounded last year, though their performance—and a government shutdown—held back some startups’ plans. Now investors are gearing up for a blockbuster IPO year, thanks to an expected listing of SpaceX as well as a smattering of older startups, such as Discord and Strava, that are finally making... Initial public offering listings rebounded last year, though their performance—and a...
Photo by Matteo Della Torre/Getty Images
AI Agenda

How Apple is Using Gemini to Give ChatGPT-Like Answers

By Stephanie Palazzolo, Amir Efrati and Aaron Tilley · Jan 13, 2026 7:00am PST
In another AI win for Google lately, Apple announced on Monday that it will use Google’s Gemini models to power its artificial intelligence features, including an upcoming updated version of its Siri voice assistant.With Gemini powering its answers, Siri will have the ability to answer factual questions, tell stories, provide emotional support... In another AI win for Google lately, Apple announced on Monday that it will use Google’s Gemini...
The liquid cooling system at an Equinix data center in Virgini
AI Infrastructure

Why There’s Another Wave of Neoclouds; AI Data Center Cooling Heats Up

By Anissa Gardizy · Jan 12, 2026 8:25am PST · 3 comments
There's a new wave of cloud computing startups raising money and touting landmark AI data center deals.Nscale is raising billions of dollars to build data centers for OpenAI. Fluidstack is filling its coffers  to support Anthropic’s infrastructure. I expect a handful of other firms, including Moonlite AI, to raise money in the coming weeks,... There's a new wave of cloud computing startups raising money and touting landmark AI data center...
Lambda Labs CEO Stephen Balaban. Screenshot via YouTube
Exclusive

Nvidia-Backed Cloud Provider Lambda in Talks to Raise $350 Million Ahead of IPO

By Cory Weinberg, Aaron Holmes, Valida Pau and Katie Roof · Jan 8, 2026 4:10pm PST
Lambda, an upstart cloud provider that rents out Nvidia AI chips—and whose biggest customer was recently Nvidia itself—is trying to raise at least $350 million before a potential initial public offering this year, according to a person familiar with the discussions. Mubadala Capital, which manages money for the United Arab Emirates... Lambda, an upstart cloud provider that rents out Nvidia AI chips—and whose biggest customer...
Image via Gemini.
AI Could Be a Money Pit for Individual Investors
By Ken Brown · Jan 7, 2026 8:00am PST
Image via Gemini.
The Information Finance

AI Could Be a Money Pit for Individual Investors

By Ken Brown · Jan 7, 2026 8:00am PST
What’s the best way for an individual to invest in AI? That’s what some relatives asked me over the holidays. The question is particularly relevant right now. Anthropic could go public this year, and OpenAI could follow, meaning individual investors could have access to two of the rare pure-play AI stocks. That would be a big change... What’s the best way for an individual to invest in AI? That’s what some relatives asked me over...
Art by Clark Miller (photo: Getty Images)
Predictions

2026 Predictions: Cash-Strapped Oracle Issues Chip-Backed Debt

By Miles Kruppa · Dec 31, 2025 11:24am PST · 4 comments
Oracle has a real problem: It’s committed to building huge chip-filled data centers for OpenAI, but it doesn’t have the cash to do so. So far, the company has been able to defray the upfront costs of constructing the data center’s physical buildings, but it will soon need to fill those structures with Nvidia chips to power... Oracle has a real problem: It’s committed to building huge chip-filled data...