Coreweave Company News & Analysis — The Information

Recent Articles about Coreweave

Art via Mike Sullivan

Microsoft Tightens Grip on GPUs, Pressuring AI Customers

By Aaron Holmes, Anissa Gardizy and Stephanie Palazzolo · Apr 24, 2026 6:00am PDT · 1 comment

AI startups are struggling to access Nvidia graphics processing units as Microsoft and other cloud providers divert GPU stockpiles to their internal teams or bigger cloud customers, leaving smaller firms scrambling for the remaining servers at higher prices. The supply crunch is impacting well-funded AI startups that have raised money from... AI startups are struggling to access Nvidia graphics processing units as Microsoft and other...

Michael Intrator, co-founder and chief executive officer of CoreWeave Inc. Photo by Chris J. Ratcliffe/Getty Images

The Information Finance

How CoreWeave Seduced the Bond Market

By Ken Brown · Apr 22, 2026 8:01am PDT

CoreWeave’s shares are up 55% this month, but that rally tells just part of the story about the AI cloud provider. The company has tapped a range of sources for much-needed capital, giving it a commanding role in the AI build-out. CoreWeave’s big fundraising haul—totaling nearly $16 billion—also signals that both stock and debt investors... CoreWeave’s shares are up 55% this month, but that rally tells just part of the story about the...

Morgan Stanley's Michael Grimes, left, and Goldman Sachs' Kim Posnett. Images via Getty; YouTube

The Bankers Behind SpaceX’s “Project Apex” IPO

By Cory Weinberg and Valida Pau · Apr 21, 2026 4:32pm PDT · 1 comment

The weeks leading up to SpaceX’s initial public offering will test big ideas about the space industry and the future of artificial intelligence. It will also answer a more basic question: how well Morgan Stanley and Goldman Sachs can work together.The Wall Street rivals’ top bankers have been holed up at SpaceX’s Hawthorne, Calif., headquarters... The weeks leading up to SpaceX’s initial public offering will test big ideas about the space...

Art by Clark Miller; YouTube

How Dylan Patel and SemiAnalysis Grabbed Sway in Silicon Valley

By Abram Brown · Apr 17, 2026 9:05am PDT · 4 comments

Art by Clark Miller; YouTube

How Dylan Patel and SemiAnalysis Grabbed Sway in Silicon Valley

By Abram Brown · Apr 17, 2026 9:05am PDT · 4 comments

For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research firm, Nvidia deserves the kind of dogged observation and study the tabloid press once devoted to Princess Diana. He scrutinizes the chip giant’s new products, documents its delays and scoops details about its inner workings.... For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research...

Boston Dynamics' humanoid robot, Atlas. Photo by Chris Jung/NurPhoto via Getty Images

Google’s New Model Makes Robotic Brains Slightly Smarter

By Rocket Drew · Apr 16, 2026 7:00am PDT

Earlier this week, Google DeepMind released Gemini Robotics-ER-1.6, a new vision and language model to help robots make sense of their surroundings. To show off its capabilities, Boston Dynamics—which has an agreement to use Gemini in its humanoid robots—published a video of its robot dogs using the model to read a thermometer during an... Earlier this week, Google DeepMind released Gemini Robotics-ER-1.6, a new vision and language...

Mike Krieger from Anthropic. David Paul Morris/Bloomberg via Getty Images.

Figma’s Apple Moment; Allbirds’ AI Pivot

By Martin Peers · Apr 15, 2026 5:00pm PDT

AI really is transforming the world! The latest example: Dying shoemaker Allbirds is turning itself into an AI chip firm called NewBird AI. Its stock rocketed 600% in response. But before we dig into that bizarre story, we should highlight what may be today’s more meaningful news: Anthropic executive Mike Krieger’s departure from the board of... AI really is transforming the world! The latest example: Dying shoemaker Allbirds is turning...

Art by Mike Sullivan

‘Reinforcement Learning Gym’ Startup, Buoyed by Labs’ Appetite For Training Data, Reaches $750 Million Valuation

By Stephanie Palazzolo · Apr 13, 2026 7:00am PDT

AI developers are getting more creative in how they acquire data to train AI models. For instance, they’re paying startups to develop copies of popular apps, like Salesforce or Excel, to teach models how to use the apps—otherwise known as reinforcement learning environments or gyms.One beneficiary of this trend is Fleet, a two-year-old startup... AI developers are getting more creative in how they acquire data to train AI models. For...

Netflix co-CEO Greg Peters. Photo by Getty

Netflix on Deck This Week; Pressure on Software Stocks Intensifies

By Martin Peers · Apr 12, 2026 3:00pm PDT

Netflix co-CEO Greg Peters. Photo by Getty

Netflix on Deck This Week; Pressure on Software Stocks Intensifies

By Martin Peers · Apr 12, 2026 3:00pm PDT

We interrupt our regular AI programming to talk about something more entertaining: Netflix! The video-streaming giant kicks off tech earnings season on Thursday with its first-quarter earnings. It’s the first quarterly report since Netflix walked away from its $82.7 billion deal to buy Warner Bros. Discovery’s streaming and studio operations, so... We interrupt our regular AI programming to talk about something more entertaining: Netflix! The...

OpenAI CEO Sam Altman. Anna Moneymaker/Getty Images.

OpenAI, Forecasts and Guesses

By Martin Peers · Apr 9, 2026 5:00pm PDT · 5 comments

Here’s a suggestion for OpenAI’s management: Stop issuing long-range revenue forecasts to investors. While we at The Information love getting our hands on these, as they make for good stories, it’s doubtful they’re doing OpenAI much good. How can anyone take seriously forecasts for revenue reaching as far out as 2030? (OpenAI projects total... Here’s a suggestion for OpenAI’s management: Stop issuing long-range revenue forecasts to...

Nebius CEO Arkady Volozh. Alexander Miridonov/AP.

Nebius in Talks to Buy Israeli AI Startup AI21 After Nvidia Deal Fizzles

By Valida Pau and Katie Roof · Apr 8, 2026 2:39pm PDT

Nebius, a cloud provider backed by Nvidia with a market cap of $32 billion, is in talks to buy Israeli-based AI startup AI21 Labs, according to people with knowledge of the deal. The potential deal would help Amsterdam-based Nebius expand AI services for its customers beyond its main business of renting out servers. AI21 develops large... Nebius, a cloud provider backed by Nvidia with a market cap of $32 billion, is in talks to...

A talk at TensorWave CEO Jeff Tatarchuk’s Beyond CUDA event last year. Screenshot via YouTube/TensorWave.

AI Infrastructure

Can TensorWave Leapfrog Nvidia’s Big Moat?

By Anissa Gardizy · Apr 6, 2026 12:01pm PDT

Hello! Anissa here. Is Nvidia’s CUDA Vulnerable?Jeff Tatarchuk likes to poke the bear. The bear, in this case, is Nvidia. Tatarchuk has every incentive to challenge the chip company’s dominance. He runs startup TensorWave, which rents out AI chips from Nvidia rival Advanced Micro Devices.Last year, during Nvidia’s GTC conference, Tatarchuk... Hello! Anissa here. Is Nvidia’s CUDA Vulnerable?Jeff Tatarchuk likes to poke the bear. The...

Blackstone CEO Stephen Schwarzman. Eric Lee/Bloomberg via Getty Images.

Blackstone Extends the Data Center Buying Spree

By Valida Pau and Anissa Gardizy · Apr 2, 2026 4:42pm PDT

Blackstone CEO Stephen Schwarzman. Eric Lee/Bloomberg via Getty Images.

Blackstone Extends the Data Center Buying Spree

By Valida Pau and Anissa Gardizy · Apr 2, 2026 4:42pm PDT

The AI-driven scramble for compute is still powering red-hot data center acquisitions even as overall technology deals slowed in the first quarter this year. In the latest example, Blackstone, the world’s largest alternative asset manager, agreed to acquire a 49% stake in Rowan Digital Infrastructure, a five-year-old data center developer... The AI-driven scramble for compute is still powering red-hot data center acquisitions even as...

Wrtn Technologies co-founder and chief product officer Djay Lee. Photos courtesy of Wrtn Technologies.

An AI Storytelling Startup is On Pace to Generate $100 Million in Annual Sales

By Juro Osawa · Apr 2, 2026 7:00am PDT

Besides ChatGPT, relatively few AI consumer apps have become breakout hits. But one app maker’s experience suggests there are plenty of lucrative consumer niches to be served.Seoul-based Wrtn Technologies says it’s generating more than $8 million in revenue a month from operating AI storytelling apps for hardcore anime and game fans in South... Besides ChatGPT, relatively few AI consumer apps have become breakout hits. But one app maker’s...

Vultr CEO J.J. Kardwell. Screenshot via YouTube/Vultr.

AMD-Backed Vultr Seeks $1 Billion for AI Cloud Push

By Miles Kruppa, Anissa Gardizy and Valida Pau · Mar 25, 2026 6:00am PDT

Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in new capital so it can compete with a growing list of startups scrambling for cash to meet the surging demand for AI computing power. The company, which is backed by chipmaker Advanced Micro Devices, was founded in 2014 and didn’t raise any outside... Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in...

Giga Energy cofounders Brent Whitehead and Matt Lohstroh. Photo courtesy of Giga.

Meet Giga, a AI Data Center Developer That Has Barely Raised Capital

By Stephanie Palazzolo · Mar 19, 2026 7:00am PDT

Startups developing data centers to power AI are among the most capital-hungry businesses around right now. Many are raising billions of dollars in equity and debt to build complicated facilities.There are few like Houston-based Giga Energy, however. Founded in 2019 by two Texas A&M juniors studying finance and industrial distribution, Giga... Startups developing data centers to power AI are among the most capital-hungry businesses around...

Artwork by Clark Miller

The Buildout Behind AI Is Shaking Investor Confidence

By The Information Staff · Mar 18, 2026 1:05pm PDT · 1 comment

Artwork by Clark Miller

The Buildout Behind AI Is Shaking Investor Confidence

By The Information Staff · Mar 18, 2026 1:05pm PDT · 1 comment

The buildout required to support next-generation AI is proving far more complex and expensive than many expected. The scramble to secure power and finance large-scale data centers is beginning to influence how investors evaluate the economics of the AI industry. We asked Deep Research to examine how these infrastructure demands are shaping Wall... The buildout required to support next-generation AI is proving far more complex and expensive...

Sheryl Sandberg, left, and Nick Clegg were named to the Nscale board last week. Photos by Getty

The Information Finance

Nscale Crashes the Big Leagues of Data Center Developers

By Ken Brown · Mar 18, 2026 8:49am PDT · 1 comment

A year ago, CoreWeave looked like AI’s riskiest play. Then last fall, Oracle stepped in front. More recently, Masayoshi Son’s SoftBank, no stranger to big bets, has borrowed its way to the top.This week, though, a new company took the title as riskiest AI firm: Nscale, a company run by a former coal miner that appears to have been independent... A year ago, CoreWeave looked like AI’s riskiest play. Then last fall, Oracle stepped in front....