Bloom Energy, CoreWeave & Nebius Soar as Fund Margin Calls Ease
Bloom Energy, CoreWeave, and Nebius rebound as Microsoft’s 43% Azure growth and Mizuho/Truist Buy upgrades help ease AI fund margin-call selling pressure.
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SpaceX in Advanced Talks with Pentagon for Multi-Billion Dollar AI Computing Deal
Preliminary discussions are underway as SpaceX expands its AI infrastructure push.
Meta in Early Talks to Lease $10 Billion AI Compute Capacity to Anthropic
The move could create a new revenue stream for Meta while helping Anthropic reduce reliance on its existing SpaceX contract.
Meta Plans Cloud Business to Monetize Excess AI Compute Capacity
Meta is developing a new cloud offering to monetize its massive AI infrastructure, selling GPUs, servers, and Llama models to external customers.
Rosenblatt Calls CoreWeave the “De Facto Operating System for AI” with Buy Rating and 148% Upside
Nearly 50 data centers, $100B backlog, and 77% expected annual growth through 2030.
CoreWeave Chooses Backblaze for Multi-Exabyte AI Data Storage Deal
Backblaze signs $335M five-year deal with CoreWeave for multi-exabyte AI storage, delivering cost-efficient capacity for AI workloads.