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
Alphabet CEO Sundar Pichai. Getty Images.
The Briefing

What Google Has That OpenAI Doesn't

By Martin Peers · Nov 17, 2025 5:00pm PST · 1 comment
Who let the dogs out? Shares of Google parent Alphabet, which was in Wall Street’s doghouse for the past couple of years, are now running freely. Friday night’s news that Warren Buffett’s Berkshire Hathaway had bought a $4.3 billion stake in Alphabet sent the shares rising 3% on Monday, even as other tech stocks sagged amid a broader market... Who let the dogs out? Shares of Google parent Alphabet, which was in Wall Street’s doghouse for...
Art by Mike Sullivan

Google and Anthropic Tap Crypto Miners for AI Computing Power

By Miles Kruppa · Nov 14, 2025 6:00am PST · 2 comments
TeraWulf was limping along as a publicly traded bitcoin mining business until AI companies suddenly wanted access to its data centers. Now the cloud company is at the center of one of the hottest meme-stock trades. Shares in TeraWulf and competing crypto miners have soared in recent months after they struck deals with tech companies desperate... TeraWulf was limping along as a publicly traded bitcoin mining business until AI companies...
Art by Clark Miller.
Deep Research

2026 Watch List: The Candidates, the Wildcard, and the IPO Market’s Tunnel Vision

By The Information Staff · Nov 12, 2025 11:42am PST · 1 comment
The 2025 initial public offering market was defined by a stark divergence: a welcome comeback year for new listings that instantly created clear winners and losers. While investors rewarded companies with an artificial intelligence or cryptocurrency narrative, stocks of consumer facing companies and software firms that couldn’t articulate an... The 2025 initial public offering market was defined by a stark divergence: a welcome comeback...
Art by Getty Images
Robotics Data Startup Raises $40 Million Led By Bessemer
By Rocket Drew · Nov 12, 2025 8:12am PST
Art by Getty Images
AI Agenda

Robotics Data Startup Raises $40 Million Led By Bessemer

By Rocket Drew · Nov 12, 2025 8:12am PST
Before we get to today’s column, Steph and Sri broke news Tuesday night about a flurry of investments VCs are making in so-called “neolabs,” or new labs hoping to exploit approaches to developing AI models and research they say major developers like OpenAI and Anthropic may have overlooked.These include companies like agent startup Isara, which... Before we get to today’s column, Steph and Sri broke news Tuesday night about a flurry of...
SoftBank CEO Masayoshi Son. Getty Images.
The Briefing

SoftBank Hunts for Pennies to Meet Its OpenAI Commitment

By Martin Peers · Nov 11, 2025 5:02pm PST
Would you trade shares in Nvidia for stock in OpenAI? That’s what SoftBank just did, selling $5.8 billion worth of shares in the AI chip giant to finance a commitment to invest $22.5 billion in the ChatGPT maker. On the surface, it might seem a logical trade, given that chip companies purporting to compete with Nvidia have proliferated like... Would you trade shares in Nvidia for stock in OpenAI? That’s what SoftBank just did, selling $5.8...
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The Briefing

Instacart’s Slow Growth Lesson

By Martin Peers · Nov 10, 2025 5:00pm PST
Next time you contemplate the much-hyped IPO of a brand-name company, ask yourself this question: Are its glory days behind it? One of the disadvantages for public investors of snapping up newly public tech firms—particularly those that have taken their time going public—is that very often they have already peaked. Take Instacart, which reported... Next time you contemplate the much-hyped IPO of a brand-name company, ask yourself this question:...
Art by Mike Sullivan
AI Agenda

China’s Open-Source Models Challenge Anthropic in AI Coding

By Juro Osawa · Nov 10, 2025 7:00am PST
Chinese companies are launching open-source AI models built to power coding assistants as cheaper alternatives to those available from OpenAI, Anthropic and Google. Late last month, Shanghai-based AI startup MiniMax launched M2, a new open-source large language model developed primarily for coding and AI agents. In a post on X, MiniMax... Chinese companies are launching open-source AI models built to power coding assistants as cheaper...
BlackRock's Tony Kim. Getty Images.
Debt Can Plug the AI Hole in Big Tech’s Deep Pockets
By Martin Peers · Nov 9, 2025 3:00pm PST
BlackRock's Tony Kim. Getty Images.
The Briefing

Debt Can Plug the AI Hole in Big Tech’s Deep Pockets

By Martin Peers · Nov 9, 2025 3:00pm PST
We’ve moved from marveling about AI’s potential to puzzling over how to pay for it. The price tag seems to grow every day. On Thursday, Tesla CEO Elon Musk suggested Tesla will need so many chips for its robots and self-driving cars that it might build its own chip factory. He also said Tesla would have to spend “tens of billions” to train the... We’ve moved from marveling about AI’s potential to puzzling over how to pay for it. The price tag...
Sunday Insights

AI and Crypto Companies Dominated IPO Winners in 2025

By Valida Pau · Nov 9, 2025 8:00am PST
The drought in initial public offerings ended this year, led by big winners in AI and crypto, but gains were rare for companies outside those industries. Bankers expect those trends to hold in 2026. Booms in AI and crypto delivered two of the biggest winners of the year: data center developer CoreWeave and stablecoin issuer Circle. The losers... The drought in initial public offerings ended this year, led by big winners in AI and crypto, but...
Crusoe CEO Chase Lochmiller. Photo via Getty
Exclusive

OpenAI’s Data Center Partner Nears $120 Million Stock Sale For Its Employees

By Anissa Gardizy, Natasha Mascarenhas and Sri Muppidi · Nov 5, 2025 11:28am PST
Crusoe, a startup developing a large data center in Texas for Oracle and OpenAI, is arranging an employee share sale that values the seven-year-old firm at around $13 billion, according to two people with knowledge of the transaction. The deal involves selling around $120 million worth of employee shares and would value them at a 30% premium to... Crusoe, a startup developing a large data center in Texas for Oracle and OpenAI, is arranging an...
An AWS data center in Ashburn, Va. Getty Images.
The Briefing

AWS Joins OpenAI Club

By Martin Peers · Nov 3, 2025 5:00pm PST
If you’re tired of the seemingly endless parade of AI cloud deals, better get comfortable with them: They’re not going away anytime soon. On Monday, for instance, Microsoft struck deals with two little-known cloud firms, Lambda and Australia’s Iren, for additional computing capacity. Another firm, Cipher Mining Inc. announced a similar deal to... If you’re tired of the seemingly endless parade of AI cloud deals, better get comfortable with...
Mira Murati. Photo by Getty Images
What Ilya Saw: Mira Murati’s Screenshots About Sam Altman
By Amir Efrati · Nov 3, 2025 7:00am PST · 1 comment
Mira Murati. Photo by Getty Images
AI Agenda

What Ilya Saw: Mira Murati’s Screenshots About Sam Altman

By Amir Efrati · Nov 3, 2025 7:00am PST · 1 comment
Before we get to today’s column, OpenAI is continuing its trend of diversifying its cloud compute providers away from Microsoft. Monday morning, the ChatGPT maker announced that it has signed a seven-year, $38 billion cloud deal with Amazon Web Services. OpenAI will immediately start using compute from AWS, with the goal to deploy all capacity... Before we get to today’s column, OpenAI is continuing its trend of diversifying its cloud compute...
Andy Jassy. Getty Images
The Briefing

Amazon’s Cloud Lifts

By Martin Peers · Oct 30, 2025 5:10pm PDT
The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud unit, Amazon Web Services, accelerated revenue growth by nearly 3 percentage points to 20% in the third quarter, its fastest rate of expansion since the end of 2022. That means AWS, by far the biggest of the major cloud firms, has joined its nearest... The cloud over Amazon is lifting. The e-commerce and cloud giant reported Thursday that its cloud...
On TITV

Vinod Khosla Talks AI, Power and Why Businesses Struggle With New AI Services

By Akash Pasricha · Oct 26, 2025 10:00am PDT · 2 comments
Vinod Khosla thinks companies which say they’re struggling to get a return on their spending on artificial-intelligence services may be doing it wrong. In an interview with The Information’s TITV this past week, he said “most enterprises who are executing AI are doing it with their people who are not qualified to execute.” In contrast, when... Vinod Khosla thinks companies which say they’re struggling to get a return on their spending on...
The Oracle data center for OpenAI in Abilene, Texas. Photo via Getty
AI Infrastructure

The Data Center Boom Enters a Speculative Era

By Anissa Gardizy · Oct 20, 2025 10:19am PDT
The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across the data center, cloud and finance world converged at an event to trade notes on how quickly the industry has changed. A year ago, most conversations at Infra/Structure, hosted by Structure Research, focused on how hard it was to find land and... The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across...