CoreWeave

US GPU cloud provider (neocloud) delivering NVIDIA compute for AI at scale.

Issue #121: NVIDIA Wants the Home of Open-Source AI

A reported $12.9bn bid for Hugging Face. NVIDIA systems 15% dearer the same week.

z.ai

Issue #120: Somebody Raised $100M to Run AI Across Every Chip at Once

Because the choice between GPUs and something else is a false choice.

CoreWeave

Issue #119: NVIDIA and Wall Street give birth to a new asset class

But don't call it vendor financing.

Apollo

+27

Issue #118: A Two-Year-Old With Nothing to Sell Just Raised $312M

At a $3.3bn valuation. Arm and Netflix's co-founder are in. First chip: 2027.

DeepSeek

+27

Issue #115: Anthropic and OpenAI have a serious problem

The frontier model race is opening up

Apollo

+26

Issue #113: Is Meta Quietly Dropping Out of the Frontier Model Race?

Built to compete. Now for rent.

Together AI

+29

Issue #109: IREN's GPU Debt Goes Investment-Grade, Helion Triples to $15.5B for AI Fusion Power, & CoreWeave Lights Up First VR200

Cheaper money, faster hardware access, bigger cheques, and a $15.5B bet on fusion: to the (current) winners go the spoils.

Megaport

+18

Issue #102: Shoe Company Pivots to GPUaaS, Microsoft Takes Stargate Norway From OpenAI, & Jane Street Puts $6B Into CoreWeave

OpenAI closes another Stargate. Sustainable footwear provider becomes neocloud. Totally normal week.

OpenAI

+11

Issue #101: OpenAI Cancels the UK, Meta Ships Muse Spark, & CoreWeave Lands A Bigger Meta Contract & Anthropic

$122B raised nine days ago. Four pullbacks in six weeks. A New Yorker profile asking if the CEO can be trusted. The UK press blamed Britain.

Firmus

+10

Issue #100: Anthropic Leaks Claude Code & Mythos, CoreWeave Closes First A3-Rated GPU Debt, & Sharon AI Lands Aussie Decacorn Customer

OpenClaw is now only the second most-starred GitHub repo in history

OpenAI

Issue #95: Washington Wants to Approve Every GPU Sale on Earth, Anthropic Gets Blacklisted, & AWS Takes Drone Strikes

The US government had the busiest week in AI infrastructure history. None of it was good for free markets.

OpenAI

Issue #87: NVIDIA & OpenAI's $100B Breakup, Production Workloads Enter CoreWeave's ARENA, & SpaceX's $1.25T Mega-Merger

Feat. NVIDIA, OpenAI, SpaceX, xAI, CoreWeave, Lambda, Anthropic, Positron AI, Cerebras, Amazon, Google, and Scotland

OpenAI

+13

Issue #86: CoreWeave Gets $2B, Microsoft Ships New Chip, & Anthropic Lands a Government and a Lawsuit

Plus: tier 2 neos raise millions, Korean chips ship, Gulf models compete, and Scotland goes green

MBZUAI

+12

Issue #68: BoE Warns of Bubble, Oracles Thin Margins Spark Market Wobbles, & AMD Binds Fate to OpenAI

Feat. BoE, CoreWeave, MonolithAI, QumulusAI, Permian Labs, AMD, OpenAI, Oracle, and Applied Digital

OpenAI

Issue #67: Crusoe Brings the Stargate Online, CoreWeave Locks in $14B Meta Contract, & Microsoft Hints at Post-NVIDIA Future

Feat. Crusoe, OpenAI, Oracle, Nscale, CoreWeave, Meta, Anthropic, Cerebras, Microsoft, NVIDIA, and Innova

OpenAI

+11

Issue #65: Stargate UK x Nscale, NVIDIA Invests in Intel, & China Says "No" to More American GPUs

Feat. Nscale, NVIDIA, OpenAI, Microsoft, Carbon3.ai, Nebius, CoreWeave, Luminary Cloud, Intel, Huawei, Google, and BlackRock

OpenAI

+12

Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory

Feat. Nvidia, Lambda, CoreWeave, OpenPipe, Beyond.pl, Anthropic, Amkor, Google, and Applied Digital

Amkor

Issue #53: Trump Targets Global AI Dominance, Furiosa Lands LG, & CoreWeave Seeks Further $1.75B

Feat. US Gov, OpenAI, UK Gov, CoreWeave, Crusoe, Latent Labs, FuriosaAI, LG AI Research, and Microsoft

OpenAI

+10

Issue #51: Flirting with $4T, G42 in Vietnam, & CoreWeave Nabs Another 700MW

Feat. Nvidia, G42, CoreWeave, Core Scientific, Cerebras Systems, AMD, Google, and Firmus

Firmus

Issue #50: OpenAI Using Google TPUs, Hydra Host & CoreWeave Deploy B/GB300s, & Apple Capitulates

Feat. OpenAI, Google, HPE, Juniper Networks, Hydra Host, CoreWeave, Apple, Space Forge, Oracle, and Meta

OpenAI

+10

Issue #48: OpenAI x The Pentagon, Neoclouds Move Up the Stack, & AMD Powered Xboxes

Feat. OpenAI, CoreWeave, Crusoe, Midjourney, AMD, Xbox, Microsoft, and AirJoule

OpenAI

Issue #44: $44B Quarters, Neocloud M&A Rumblings, & the AI Great Game

Feat. Nvidia, Humain, CoreWeave, Nebius, Northern Data, DeepSeek, AMD, Alibaba, Microsoft, and Blue Owl Capital

DeepSeek

Issue #37: OpenAI Eyes Chrome, Nvidia Ships NeMo, & Huawei’s GPU Push Begins

Feat. OpenAI, Google, Nvidia, CoreWeave, Vultr, Perplexity, Motorola, Huawei, Microsoft, and du

OpenAI

Issue #36: Nvidia’s $5.5B Headache, Dolphins, & Hugging Face Robots

Feat. Nvidia, Hugging Face, Pollen Robotics, CoreWeave, Google, AMD, and Deloitte

CoreWeave

Issue #32: OpenAI’s $40B Raise, AMD's $4.9B Buy, & Laser Cooled Chips

Feat. OpenAI, AMD, ZT Systems, Fluidstack, Macquarie, DreamActor-M1, Maxwell Labs, Sandia Labs, Google, CoreWeave, and Homer City

DreamActor-M1

+11