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AI Infrastructure

CoreWeave Shares Fall After Dual Downgrades as Investors Question $31–$35B Spending Plan

The sell-off reflects concern that the company’s massive 2026 capital plan could outpace revenue and worsen already weak GAAP results.

CoreWeave Shares Slide as Reports That Meta May Resell Idle AI Compute Raise Concentration Fears

Nebius Leaps on Blowout Quarter as It Lifts 2026 Power Target Beyond 4 GW

Nvidia to Supply 1GW of Vera Rubin to Thinking Machines in Multiyear Deal With Equity Investment

Nvidia Deepens OpenAI Ties With 10 GW LOI and Up to $100 Billion Investment

Nebius Prices $3.7 Billion Raise to Scale GPU Capacity for Microsoft