Coreweave Company News & Analysis — The Information

Recent Articles about Coreweave

Oracle co-CEO Clay Magouyrk. Getty Images

Oracle’s Hypergrowth Forecasts

By Martin Peers · Oct 16, 2025 5:00pm PDT

Bearish sentiment about the cost-benefit equation of artificial intelligence has become so prevalent lately that it almost feels like conventional wisdom is now skepticism. But that certainly isn’t the case at Oracle, the nearly 50-year-old enterprise software firm turned cloud provider, which declared itself today to be a “hypergrowth company,”... Bearish sentiment about the cost-benefit equation of artificial intelligence has become so...

Oracle Chair Larry Ellison. Image via Getty

Oracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia Chips

By Anissa Gardizy · Oct 16, 2025 2:15pm PDT · 1 comment

Oracle on Thursday sought to reassure investors that its business of renting out servers packed with Nvidia chips to OpenAI, Meta and other artificial intelligence developers will become far more profitable as revenue surges. Oracle co-CEO Clay Magouyrk told financial analysts Thursday that the company’s AI data center business, which is mostly... Oracle on Thursday sought to reassure investors that its business of renting out servers packed...

Illustration by Mike Sullivan; Getty Images

XAI’s Unusual Dealmaking to Fund Musk’s Colossus 2

By Theo Wayt and Miles Kruppa · Oct 16, 2025 10:02am PDT · 3 comments

Elon Musk’s xAI is aiming to build and control the world’s most powerful data center and a massive natural gas plant to power it. The scale of the project and xAI’s precarious finances are forcing the company into unusual financial arrangements that rely on outsiders to raise funding and shoulder much of the risk. XAI wants to have as much... Elon Musk’s xAI is aiming to build and control the world’s most powerful data center and a...

Left to right: Microsoft's Satya Nadella and Amy Hood, OpenAI's Sam Altman. Art: Shane Burke. Photos: Getty

Why Microsoft Let OpenAI Play the Field

By Aaron Holmes and Amir Efrati · Oct 16, 2025 6:00am PDT · 4 comments

Left to right: Microsoft's Satya Nadella and Amy Hood, OpenAI's Sam Altman. Art: Shane Burke. Photos: Getty

Why Microsoft Let OpenAI Play the Field

By Aaron Holmes and Amir Efrati · Oct 16, 2025 6:00am PDT · 4 comments

Over the past three years, as OpenAI swelled from a tiny research lab into the world’s most valuable startup, one company has captured nearly all of its billions of dollars in annual spending on the servers needed to power OpenAI’s artificial intelligence: Microsoft. In recent months, though, OpenAI announced megadeals with several Microsoft... Over the past three years, as OpenAI swelled from a tiny research lab into the world’s most...

Photo by Craig Warga and Jamie Watts

Partner Content

The AI Memory Crisis: WEKA’s CEO on the Industry’s Hidden Bottleneck

By The Information Partnerships · Oct 15, 2025 2:00pm PDT

Analysts worried about an artificial intelligence bubble often point to the staggering costs of computing power needed to power the latest models. Even the most powerful graphics processing units—like Nvidia’s 300GB Blackwell Ultra—can’t keep up with inference demands for models like Meta Llama, which can process nearly 500GB for every instance... Analysts worried about an artificial intelligence bubble often point to the staggering costs of...

Traders work on the floor of the New York Stock Exchange. Getty Images

The Other Bubble

By Ken Brown · Oct 14, 2025 5:00pm PDT · 1 comment

If there is a bubble in artificial intelligence, much of the blame can be placed on Wall Street, not Silicon Valley. Financial markets are as frothy as they can be, and the appetite for risk appears to be insatiable. That’s why Sam Altman has been able to get otherwise rational companies and investors to fund his audacious growth plans. On... If there is a bubble in artificial intelligence, much of the blame can be placed on Wall Street,...

Together AI CEO Vipul Ved Prakash. Photo via Getty

The Race to Rent Out Nvidia Chips in the Cloud Intensifies

By Stephanie Palazzolo, Wayne Ma, Miles Kruppa and Katie Roof · Oct 14, 2025 6:00am PDT

Demand for Nvidia’s artificial intelligence chips has spawned half a dozen multibillion-dollar cloud providers that buy the chips, install them in data centers and rent them out to OpenAI and other AI developers. Another upstart, Together AI, is now joining the race among these neoclouds, which compete against traditional cloud providers such as... Demand for Nvidia’s artificial intelligence chips has spawned half a dozen multibillion-dollar...

Hock Tan, CEO of Broadcom. Getty Images

OpenAI’s Computing Capacity Binge

By Martin Peers · Oct 13, 2025 5:00pm PDT · 3 comments

Hock Tan, CEO of Broadcom. Getty Images

OpenAI’s Computing Capacity Binge

By Martin Peers · Oct 13, 2025 5:00pm PDT · 3 comments

The hardest-working people in tech right now must be the OpenAI team responsible for writing press releases. On Monday—Columbus Day or, if you prefer, Indigenous People’s Day—when much of American business and government was closed, OpenAI put out its sixth big news announcement of the past three weeks. The company unveiled another chip-supply... The hardest-working people in tech right now must be the OpenAI team responsible for writing...

Image via Clark Miller

Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

By Anissa Gardizy, Anita Ramaswamy and Cory Weinberg · Oct 7, 2025 8:00am PDT · 8 comments

Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database firm will generate an astonishing $381 billion in revenue from renting out specialized cloud servers to OpenAI and other artificial intelligence developers over the next five fiscal years. But internal documents show the... Oracle became the best-performing megacap stock of 2025 after its executives said last month that...

Sam Altman. Screenshot via YouTube

OpenAI’s Walled-Garden Moment

By Stephanie Palazzolo and Catherine Perloff · Oct 7, 2025 7:00am PDT

OpenAI on Monday unveiled its biggest-yet effort to bring all of the web’s consumer activities directly into ChatGPT, as it aims to turn the chatbot into a so-called superapp that people can use to control any app in their lives—similar to Facebook’s efforts from 15 years ago. But before we get too excited, we should remember we’ve been... OpenAI on Monday unveiled its biggest-yet effort to bring all of the web’s consumer activities...

Art by Mike Sullivan

Fermi America IPO Is a Leap of Faith on Debt, Data Centers—and Trump

By Miles Kruppa · Oct 1, 2025 7:52am PDT · 2 comments

Fermi America has a grand plan: Assemble the largest data center complex ever, an Amarillo, Texas, facility that will suck up enough energy to power 8 million homes. Still, newly public Fermi is essentially asking investors to take a Texas-size leap of faith on a months-old business that could become the next topsy-turvy meme stock. Adding to... Fermi America has a grand plan: Assemble the largest data center complex ever, an Amarillo,...

Photo by Craig Warga

Will Reinforcement Learning Get Us to AGI? This Anthropic Researcher Thinks So

By Stephanie Palazzolo · Oct 1, 2025 7:00am PDT · 1 comment

Photo by Craig Warga

Will Reinforcement Learning Get Us to AGI? This Anthropic Researcher Thinks So

By Stephanie Palazzolo · Oct 1, 2025 7:00am PDT · 1 comment

Thanks to everyone who attended our AI Agenda Live event in New York yesterday! It was incredible to get to meet so many subscribers in person and hear from leaders in AI research, robotics and VC about what they’re seeing in this crazy industry right now. (For a full recap of the event, check out my colleagues’ write-up here.)My last panel with... Thanks to everyone who attended our AI Agenda Live event in New York yesterday! It was incredible...

Art by Clark Miller; Getty Images

Artificial Intelligence

How Jensen Huang is Using Nvidia Cash to Rule the AI Economy

By Anissa Gardizy, Nick Wingfield, Wayne Ma and Qianer Liu · Sep 27, 2025 6:00am PDT · 8 comments

Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia’s Jensen Huang. Just in September, Nvidia agreed to buy any unused Nvidia graphics processing units that cloud provider CoreWeave doesn’t sell to other customers over the next seven years, a deal potentially... Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has...

Vice President J.D. Vance, left, and President Donald Trump. Photo via Getty

TikTok’s Fire Sale

By Martin Peers · Sep 25, 2025 5:00pm PDT

Talk about a fire-sale price. That’s the only way to describe the $14 billion valuation we learned today is being put on TikTok U.S. in the Trump administration–orchestrated sale of the app. Given what we’ve reported about TikTok parent ByteDance’s revenues, and our guesstimate about how much came from TikTok, the valuation may be less than one... Talk about a fire-sale price. That’s the only way to describe the $14 billion valuation we...