CoreWeave Inc (CRWV) Price

Chanos Warns of AI 'Depreciation Bomb' for Oracle, CoreWeave

Jim Chanos warns that AI infrastructure providers like Oracle and CoreWeave face 'massive financial risk' by understating the depreciation of Nvidia GPUs, noting rental rates for Hopper chips have already fallen 28% year-over-year.

Debt Fears Rattle AI Stocks As Tesla Tests Driverless Taxis

AI infrastructure stocks are declining due to concerns over high debt levels used to finance expansion, while Tesla's stock is surging on news of its driverless robotaxi testing in Texas. The divergence highlights a market that is selectively rewarding AI progress while punishing perceived financial overreach.

Nebius Contract Spotlights AI Risk-Shifting Strategy

Nebius Group N.V. has secured major AI infrastructure contracts from hyperscalers including a $17 billion deal with Microsoft, validating its business model. This reflects a broader industry trend where tech giants are outsourcing the financial risks of the AI build-out to specialized "neocloud" providers to avoid accumulating massive long-term debt.

AI Debt Scrutiny Sparks Infrastructure Selloff

A construction delay at a CoreWeave data center triggered a broad selloff in AI infrastructure stocks, exposing investor concerns over the high-debt financing models underpinning the industry's rapid expansion.

Amazon Taps Bond Market For $15B AI Push

Amazon raised $15 billion via a bond sale to finance its AI and cloud infrastructure expansion. This move comes amid growing investor scrutiny over the high cost and profitability of the AI arms race in the tech sector.

Nvidia Acquires SchedMD Amid AI Infrastructure Selloff

Nvidia has acquired SchedMD, a key developer of open-source AI workload management software, to fortify its software ecosystem. The move comes as growing investor anxiety over the immense cost of AI infrastructure has triggered a selloff in related technology stocks.

CoreWeave Secures Runway for AI Cloud Infrastructure

CoreWeave (CRWV) has secured a significant contract to provide AI cloud infrastructure for Runway’s next-generation video models. This deal reinforces the high-demand market for specialized AI cloud services built on advanced NVIDIA hardware, validating CoreWeave's strategic focus.

Meta's AI Ambitions Drive High-Stakes Infrastructure Boom

Morgan Stanley projects Meta Platforms will outperform by 2026, driven by AI catalysts. This strategy, however, is deeply tied to a capital-intensive and financially volatile AI infrastructure sector, where the success of partners like CoreWeave presents both massive opportunity and significant systemic risk.

CoreWeave Taps Debt Market For $2B AI Expansion

AI cloud provider CoreWeave is raising $2 billion via convertible senior notes to fund its expansion, adding to an existing $14 billion debt load. The move mirrors a broader industry trend where compute-focused firms are leveraging debt to pivot into the high-demand AI infrastructure sector, signaling both aggressive growth ambitions and heightened financial risk.

Bloom Energy Navigates Volatility as AI-Driven Rally Spurs Valuation Debate