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CoreWeave Scales Quickly by Charging Premium Short-Term Rates for Scarce GPU Capacity

Short-term premium contracts lift revenue, creating renewal and financing risk for a company that is spending heavily to expand.

Thinking Machines Seeks $1 Billion at $40 Billion Valuation

SB Energy Files for IPO After Granting $5.5 Billion in Warrants to OpenAI

Intel Unveils Three New Chips to Scale Agentic AI

CoreWeave Signs A100 Rental Into 2029, Forcing Rethink of GPU Depreciation

Intel’s Strong Q2 Shows Revenue and Margin Recovery

OpenAI Says Codex and ChatGPT Work Reach 8 Million Active Users

Together AI Raises $800 Million Series C at $8.3 Billion Valuation

Alphabet Puts Up to $40 Billion Into Anthropic to Lock In AI Capacity

Datavault AI Activates First Edge GPU Sites in New York and Philadelphia

Chinese AI Chipmakers Take 41% of Market in 2025

OpenAI Lowers Compute Plan to $600 Billion as It Nears $100 Billion Funding Round

Runway Raises $315 Million at $5.3 Billion Valuation to Build Next-Gen World Models

Meta’s Q4 Beat Triggers Target Hikes as 2026 AI Capex Jumps to $115–$135 Billion

OpenAI to Test Ads in ChatGPT for Free and Go Users in the U.S.

Cathie Wood’s ARK Buys $24 Million of CoreWeave After Guidance Cut

CoreWeave Extends Credit Line to $2.5 Billion as Stock Halves After Guidance Cut

Intel’s AI Chief Sachin Katti Joins OpenAI as Lip‑Bu Tan Takes Over AI Strategy

Hut 8 Posts Profitable Q3 as Bitcoin Stockpile Grows and Shares Whipsaw on Analyst Calls

Meta’s Q3 Beat Overshadowed as AI Spending Outlook Triggers Sharp Selloff