CoreWeave is expanding beyond GPU rentals, with non-GPU products exceeding $400 million ARR. Read why CRWV stock is a Buy.

CoreWeave's deployment of Vera Rubin, Nvidia's latest rack-scale system, puts the AI infrastructure company one step ahead of ...

Cathie Wood’s Ark Invest made several large portfolio moves last week, adding to CoreWeave (CRWV) while increasing exposure ...

今回がこのNoteで最初の投稿になります。普段から海外企業や金融市場について調べることが多いのですが、ここではニュースを順番に紹介するより、「なぜこの数字が気になったのか」「別の出来事とつなげると何が見えてくるのか」を、自分の調査メモを整理する感覚で書いていこうと思っています。聞き慣れない企業や金融用語についても、なるべく前提知識なしで読めるように説明します。 さて、最近、AI関連企業を調べている ...

After closing his short position against CoreWeave, the question is whether Burry is still bearish on Nebius, or just waiting ...

最近算力圈有两件事同时发生，放在一起看很有意思。

Northland首評4家新世代雲端業者，均獲「優於大盤」評級。 AIaaS市場2034年估達4兆美元，AI算力租賃價自去年12月漲33%。 供需失衡推動算力漲價，Iris Energy收購Mirantis後，軟體差異化發展受看好。

【緯來新聞網】AI基礎建設熱潮仍是進行式，獲輝達投資支持的英國AI雲端服務商Nscale也趁勢叩關資本市場，近日申請赴紐約證交所上市，股票代號「NSCL.US」，估值目標上看300億美元，較3月融資時的146億美元翻倍。

Wall Street closed the trading week mixed, as the Federal Reserve raised interest rates, Treasury yields climbed, and leading AI lab executives called to slow advanced model development.For the week, ...

아팔루사 LP가 신고한 자산 가운데 아마존 ($AMZN)·마이크론 테크놀로지 ($MU)·TSMC ($TSM) 세 종목의 비중이 40.2%에 이른 것으로 나타났다. 세 종목의 신고 가치는 합산 31억512만달러 (약 4조3130억원)다.

It also retained authority to sell up to 35 million shares. The stock closed at $81.36, up 1.85%, after Thursday’s 4.16% fall ...

CoreWeave Insider Sold Shares Worth $2,150,715, According to a Recent SEC Filing MT Sep. 11 CoreWeave Insider Sold Shares Worth $9,158,766, According to a Recent SEC Filing MT Sep. 10 CoreWeave ...