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Core Scientific Shareholders Reject $9 Billion CoreWeave Deal, Forcing Termination

Investors balked at the fixed‑ratio, all‑stock offer that tied their payout to CoreWeave’s volatile small float after proxy advisers urged a no vote.

Overview

  • CoreWeave said the merger agreement was terminated after a Thursday vote in which Core Scientific did not receive the required shareholder approval.
  • The proposal valued Core Scientific at about $20.40 per share via a 0.1235 CoreWeave‑share exchange with no collar, a structure critics said exposed holders to CoreWeave’s price swings.
  • Major holders Two Seas Capital and Gullane Capital opposed the deal, and proxy advisers ISS and Glass Lewis recommended voting against it; CoreWeave had repeatedly said it would not raise its bid.
  • Following the result, CoreWeave shares fell roughly 5% as Core Scientific rose about 5–6%, reflecting support for Core Scientific’s independent path.
  • The failed tie‑up would have delivered vertical integration and reduced roughly $10 billion in future leasing costs for CoreWeave; both companies said their commercial partnership continues, and this marks CoreWeave’s second unsuccessful attempt to buy Core Scientific since 2024.