Unlike CoreWeave, Nebius provides more than just AI hardware infrastructure to customers. Its cloud platform also offers developer tools and services that customers can employ to refine their AI ...

Microsoft is developing a 'Smart' mode for Copilot to leverage OpenAI's upcoming GPT-5 model, aiming to unify AI reasoning in ...

We came across a bullish thesis on CoreWeave, Inc. on Stock Analysis Compilation’s Substack. In this article, we will ...

On Tuesday, OpenAI announced a partnership with Oracle to develop 4.5 gigawatts of additional data center capacity for its ...

OpenAI noted that the expansion is expected to create over 100,000 jobs across construction, operations, manufacturing, and services.

CoreWeave secures a $25.9 billion revenue backlog, including OpenAI's $11.9 billion deal. Click here to read why I rate CRWV ...

The partnership is part of OpenAI’s Stargate initiative, an ambitious $500 billion plan to build out 10 gigawatts of AI ...

A $500 billion plan to supercharge the USA's AI infrastructure has hit significant turbulence, with not a single deal signed ...

The Stargate Project launched with presidential fanfare and billion-dollar pledges, but six months later, it has no data ...

So for now, CoreWeave still looks like a better play on the cloud and AI markets than DigitalOcean. Its business strategy is ...

OpenAI and Oracle are jointly developing an additional 4.5 gigawatts (GW) of data centre capacity in the U.S., significantly expanding their ongoing Stargate initiative. This move brings total ...

SoftBank, OpenAI and Oracle committed to invest $100B in AI infrastructure, but the latter two firms have since moved forward ...