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.
/ 58 items
#CRWV↓
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.
Allbirds Is Dead. Long Live Smartbird: Inside the Company’s Bold Bet on AI
Allbirds has officially become Smartbird. The former footwear company sold its shoe brand, appointed AI veteran Nadia Carlsten as CEO, and is now an AI infrastructure provider.
Nasdaq-100 Welcomes Rocket Lab, Astera Labs, CoreWeave, Nebius & Teradyne
Charter (CHTR), Cognizant (CTSH), Insmed (INSM), Verisk (VRSK) and Zscaler (ZS) will be removed from the Nasdaq-100 Index effective June 22, 2026.