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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AI Infrastructure

5 Ingenious Hacks That Are Boosting AI Data Centers

By Ann Davis Vaughan · Mar 16, 2026 8:00am PDT
The frantic rush to power and stand up AI data centers has spurred a range of speed hacks—from building AI tent cities, to firing up jet engines, to taking over abandoned industrial sites. What’s most surprising is all of the different ways the biggest AI data centers have improvised and scrounged to meet the staggering electricity demands of... The frantic rush to power and stand up AI data centers has spurred a range of speed hacks—from...
Nscale CEO Josh Payne. Screenshot via YouTube/Nscale.
Exclusive

Nvidia Cloud Ally Nscale in Talks to Buy a Major U.S. Data Center Site Ahead of IPO

By Anissa Gardizy · Mar 12, 2026 4:35pm PDT
Nscale, an upstart cloud provider heavily backed by Nvidia whose customers include OpenAI and Microsoft, is in talks to take control of one of the largest available sites for AI data centers in the U.S., according to people with knowledge of the talks and fundraising documents viewed by The Information. A deal to buy the site, located in West... Nscale, an upstart cloud provider heavily backed by Nvidia whose customers include OpenAI and...
Nvidia CEO Jensen Huang. Patrick T. Fallon/Getty Images.
The Briefing

Nvidia Sprays the Cash; FCC Chair’s SpaceX Defense

By Martin Peers · Mar 11, 2026 5:00pm PDT
If you’re in need of a billion or two in cash, why not hit up Jensen Huang? The Nvidia CEO has plenty of money to spare, particularly if you’re in business with him in some way. Nvidia’s announcement on Wednesday that it was putting $2 billion into Nebius, a European AI data center developer, was the fourth investment in a business partner... If you’re in need of a billion or two in cash, why not hit up Jensen Huang? The Nvidia CEO has...
The Stargate AI data center in Abilene, Texas in September. Kyle Grillot/Getty Images.
The Real Reason OpenAI Walked Away From an Oracle Stargate Expansion in Abilene
By Anissa Gardizy · Mar 9, 2026 10:30am PDT · 2 comments
The Stargate AI data center in Abilene, Texas in September. Kyle Grillot/Getty Images.
AI Infrastructure

The Real Reason OpenAI Walked Away From an Oracle Stargate Expansion in Abilene

By Anissa Gardizy · Mar 9, 2026 10:30am PDT · 2 comments
Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle and OpenAI won’t expand a data center for the ChatGPT maker in Abilene, Texas, where the companies launched their first Stargate-branded facilities. As I have since learned, OpenAI several weeks ago declined to expand its data center usage... Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle...
Vipul Ved Prakash, CEO of Together AI. Photo by Getty Images
Exclusive

Nvidia Cloud Ally Together AI in Talks to Raise at $7.5 Billion Valuation

By Valida Pau, Stephanie Palazzolo and Anissa Gardizy · Mar 5, 2026 1:57pm PST
Together AI, one of several up-and-coming cloud providers renting out Nvidia chip servers to AI developers, is in talks with investors to raise around $1 billion in funding at a $7.5 billion valuation before the investment, according to two people with knowledge of the fundraise. The funding would more than double its valuation from a year ago... Together AI, one of several up-and-coming cloud providers renting out Nvidia chip servers to AI...
Art via Getty Images
AI Agenda

OpenAI Develops a ‘Bidirectional’ Audio Model to Boost Voice Assistants

By Stephanie Palazzolo · Mar 5, 2026 7:00am PST
Wow, what a day of news! In case you missed it (which would have been difficult), we broke a number of stories yesterday regarding OpenAI and Anthropic. Most memorable was this piece about the fiery, 1,600-word memo Anthropic CEO Dario Amodei penned to staff last Friday criticizing the OpenAI-Pentagon deal. (You can check out the full memo... Wow, what a day of news! In case you missed it (which would have been difficult), we broke a...
Sam Altman, left, and Andrew Jassy. Photos by Getty Images, AP.

What Amazon and Microsoft Will Win or Lose From OpenAI’s New Deals

By Aaron Holmes, Catherine Perloff, Stephanie Palazzolo, Anissa Gardizy, Valida Pau and Shane Burke · Feb 27, 2026 10:38am PST · 2 comments
OpenAI’s wide-ranging partnership with Amazon, announced on Friday as part of a bigger series of funding agreements valuing the company at $730 billion before the investment, means the ChatGPT creator will soon have two of the three biggest cloud firms pitching its services. But can both Amazon and Microsoft get a big boost without encroaching... OpenAI’s wide-ranging partnership with Amazon, announced on Friday as part of a bigger series of...
Block CEO Jack Dorsey. Getty Images.
Jack Dorsey Proves AI Job Cut Fears Are True; Ellisons Win Warner
By Martin Peers · Feb 26, 2026 5:00pm PST · 1 comment
Block CEO Jack Dorsey. Getty Images.
The Briefing

Jack Dorsey Proves AI Job Cut Fears Are True; Ellisons Win Warner

By Martin Peers · Feb 26, 2026 5:00pm PST · 1 comment
Jack Dorsey has been many things in his career, including social media pioneer and crypto advocate. Now he’s the grim reaper of AI. Dorsey on Thursday revealed he will lay off 40% of the employees, or about 4,000 people, at his fintech firm, Block. The reason? AI. “The core thesis is simple,” he explained in a shareholder letter. “Intelligence... Jack Dorsey has been many things in his career, including social media pioneer and crypto...
From left: Meta CEO Mark Zuckerberg, Nvidia CEO Jensen Huang, Google CEO Sundar Pichai via Getty
Exclusive

Google Strikes Multibillion-Dollar AI Chip Deal With Meta, Sharpening Nvidia Rivalry

By Amir Efrati and Anissa Gardizy · Feb 26, 2026 3:14pm PST
Meta Platforms has signed a deal to rent Google’s AI chips, known as tensor processing units, to develop new AI models, according to a person involved in the talks. The multi-year deal is worth billions of dollars, said a person who was briefed about it. Meta has also been talking to Google about buying TPUs for its data centers as... Meta Platforms has signed a deal to rent Google’s AI chips, known as tensor processing...
Art by Clark Miller; Getty Images.
Exclusive

Amazon’s $50 Billion Investment in OpenAI Could Hinge on IPO, AGI

By Sri Muppidi, Anissa Gardizy and Aaron Holmes · Feb 25, 2026 5:51pm PST · 4 comments
Amazon’s decision to invest up to $50 billion in OpenAI could hang on whether OpenAI goes public or reaches a loosely defined milestone known as artificial general intelligence, which generally refers to AI that is on par with human abilities, according to three people involved who have communicated with OpenAI executives. Under the terms of the... Amazon’s decision to invest up to $50 billion in OpenAI could hang on whether OpenAI goes public...
Andrew Feldman, Cerebras Systems. Art by Clark Miller; Getty Images.
AI Agenda

Why OpenAI’s Cerebras Chip Deal Matters; What Anthropic Wants to Know About Chinese Rivals

By Stephanie Palazzolo and Rocket Drew · Feb 25, 2026 7:00am PST
OpenAI executives have repeatedly signaled, both publicly and privately, that the only factor limiting the company’s revenue growth is access to computational resources. Chief Financial Officer Sarah Friar wrote an entire blog post on this topic earlier this year, and OpenAI executives highlighted the message again in a presentation to investors... OpenAI executives have repeatedly signaled, both publicly and privately, that the only factor...
Art by Mike Sullivan
AMD to Backstop $300 Million Crusoe Loan, Following Nvidia Playbook
By Miles Kruppa and Valida Pau · Feb 19, 2026 10:43am PST
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.
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...