Coreweave Company News & Analysis — The Information

Recent Articles about Coreweave

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

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.

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

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...

Amazon CEO Andy Jassy on TITV at Davos today. Photo via TITV

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.

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

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

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)

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...

Liao Pan/CNS/VCG via Getty Images.

The Information Finance

Get Ready for a New Year and Brace for a Very Different One

By Ken Brown · Dec 31, 2025 8:20am PST

For an eventful year, 2025 is ending the same way it started. A year ago, Nvidia, OpenAI and others made it clear they would do everything necessary to win the race for artificial intelligence.The year ended with the same companies doing the same thing. Nvidia capped off a year of dealmaking—mostly to cement its lead in AI chips by agreeing to... For an eventful year, 2025 is ending the same way it started. A year ago, Nvidia, OpenAI and...

Sikander Rashid, Brookfield Asset Management's global head of AI infrastructure. Cyril Marcilhacy/Bloomberg via Getty Images.

Brookfield to Start Cloud Business to Lower Cost of AI

By Miles Kruppa · Dec 31, 2025 6:00am PST

Private-equity firm Brookfield is starting its own cloud business, going up against tech giants like Amazon by arguing it can bring down the costs of developing AI. The firm, which has long invested in infrastructure and energy, is becoming the first major investment firm to try to lease chips inside data centers directly to developers, rather... Private-equity firm Brookfield is starting its own cloud business, going up against tech giants...

Art by Clark Miller.

10 Charts That Explain 2025

By Shane Burke and The Information Staff · Dec 29, 2025 6:00am PST · 7 comments

Art by Clark Miller.

10 Charts That Explain 2025

By Shane Burke and The Information Staff · Dec 29, 2025 6:00am PST · 7 comments

Love it or hate it, artificial intelligence dominated another year in tech. As AI firms like OpenAI and Anthropic raced to release smarter models, the largest tech firms mapped out massive data centers that would guzzle up more energy than tens of millions of American households to power them. “Agent” became the industry’s favorite buzzword for... Love it or hate it, artificial intelligence dominated another year in tech. As AI firms like...

Michael Nagle/Bloomberg via Getty Images.

Poor Tech IPO Performance Clouds Outlook for New Listings

By Cory Weinberg and Valida Pau · Dec 23, 2025 6:00am PST · 1 comment

More than two-thirds of this year’s tech initial public offerings are trading below their listing prices, a poor reception that is casting doubt on the prospects for companies hoping to hit the market next year. The exceptions are the eagerly awaited deals from giants such as SpaceX and Anthropic. Among this year’s stumbles were venture-backed... More than two-thirds of this year’s tech initial public offerings are trading below their listing...