CoreWeave Lands $21 Billion Mega-Deal with Meta to Power AI Until 2032
CoreWeave expands $21B deal with Meta for AI cloud power, adds NVIDIA chips, raises funds via bonds to fuel growth.
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Applied Digital Revenue More Than Doubles to $126.6M in Q3 as AI Demand Explodes
Applied Digital revenue more than doubled on AI demand, beat expectations, and is rapidly expanding data centers despite reported losses.
BofA Upgrades CoreWeave to Buy with $100 Price Target
BofA reinstated CoreWeave (CRWV) at Buy, citing strong AI demand, proprietary software, and key partnerships with Nvidia and OpenAI in the $79B AI infrastructure market.
NVIDIA Invests $2 Billion in Nebius to Scale 5GW Full-Stack AI Cloud by 2030
NVIDIA invests $2B in Nebius to scale AI infrastructure. Partnership targets 5+ gigawatts of capacity by 2030 for powerful inference and agentic AI applications.
Oracle-OpenAI Drops Texas Expansion, Meta Steps In
Oracle and OpenAI scrapped plans to expand the Stargate AI data center in Abilene, Texas. Meta now in talks to lease the site, with Nvidia facilitating.
Beyond the Dip: Oppenheimer's $140 Target Highlights CoreWeave's Long-Term Premium
Oppenheimer gives CoreWeave (CRWV) an Outperform rating with a $140 price target, betting on long-term AI cloud dominance and 25%+ free cash flow margins by 2035.