Search 78 results found for “coreweave” AI 5 questions that will define Capacity Europe 2026 9th Oct 2026 6 minutes Power, fibre, subsea security and a more cautious capital market top the agenda as digital infrastructure leaders prepare to meet in London AI The year money, boards and borders regulated AI Infrastructure 17th Sep 2026 8 minutes In 2026, federal policy stayed silent on AI, so capital markets, local moratoriums and sovereignty policy quietly took over regulating its infrastructure. AI Nvidia becomes landlord in Anthropic’s $175bn compute spree 15th Sep 2026 6 minutes Anthropic has committed $175bn across four cloud deals, and Nvidia’s Lambda structure shows the chipmaker becoming AI infrastructure’s landlord. AI Nvidia becomes landlord in Anthropic’s $175bn compute spree 15th Sep 2026 6 minutes Anthropic has committed $175bn across four cloud deals, and Nvidia’s Lambda structure shows the chipmaker becoming AI infrastructure’s landlord. AI AI capex set to hit $31.6tn by 2050 as chips overtake concrete 4th Sep 2026 6 minutes PwC’s Global Data Centre Outlook forecasts $31.6tn in AI infrastructure spend through 2050, with power access and recurring chip upgrades set to reshape where capital lands. AI Nvidia earnings will test the trillion-dollar data centre bet 26th Aug 2026 5 minutes Nvidia reports second-quarter results today, with data centre revenue in focus as hyperscaler AI spending faces its most demanding test yet. AI What is circular financing in AI infrastructure, and should telecoms and data centre operators be worried? 25th Aug 2026 5 minutes Circular financing has become one of the most contested phrases in AI infrastructure. Chipmakers, hyperscalers and neoclouds are all wrapped up in it, and regulators are starting to ask hard questions about what it actually means. AI Nvidia halves Ohio OpenAI backstop to under $120bn: Why it happened, and why it matters 17th Aug 2026 4 minutes Nvidia has cut the financial guarantee underpinning OpenAI’s proposed Ohio data centre project from a discussed $250bn to less than $120bn, the Wall Street Journal reported on Friday, citing people familiar with the matter. AI Nvidia now agrees to rent back unused GPU capacity from neocloud operators if customer demand falls short 14th Aug 2026 5 minutes Nvidia’s new GPU backstop model is unlocking neocloud debt financing, but it also makes Nvidia collateral, guarantor and customer all at once. AI Anthropic’s $2tn IPO is really a bet on owning data centres 13th Aug 2026 6 minutes As the AI lab commits billions to purpose-built capacity, the shift from renting compute to owning infrastructure is putting colocation, financing and power markets under scrutiny. AI CoreWeave’s debt hits $35bn: What it means for the neocloud refinancing wall 12th Aug 2026 4 minutes CoreWeave’s Q2 results confirm the scale of the debt underpinning the GPU cloud sector, and sharpen a question due behind closed doors at next month’s Metro Connect Fall x Datacloud USA. Prev 1 2 3 … 7 Next
