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"Core Scientific was a data centre play for us - that capacity exists within CoreWeave already." CoreWeave CEO Michael Intrator discusses Core Scientific acquisition. ⏯️

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Today, Core Scientific and CoreWeave announced a $1.2 billion expansion at Core Scientific's Denton, Texas site. -Core Scientific and CoreWeave announce 70-megawatt (MW) expansion at the Denton, TX site -Expands to ~ 590 MW of contracted HPC infrastructure across 6 sites -Boosts total projected revenue to $10.2 billion over 12-year contract terms “We are thrilled to deepen our relationship with CoreWeave as we continue developing large-scale HPC projects that power advanced AI and other low-latency workloads. By expanding our capacity in Denton, we’re building one of the largest GPU supercomputers in North America — reinforcing Core Scientific’s leadership in delivering high-density, high-performance digital infrastructure. We look forward to delivering even greater value for both our customers and shareholders.” $CORZ CEO Adam Sullivan Read the full press release:
0:22

Today, Core Scientific and CoreWeave announced a $1.2 billion expansion at Core Scientific's Denton, Texas site. -Core Scientific and CoreWeave announce 70-megawatt (MW) expansion at the Denton, TX site -Expands to ~ 590 MW of contracted HPC infrastructure across 6 sites -Boosts total projected revenue to $10.2 billion over 12-year contract terms “We are thrilled to deepen our relationship with CoreWeave as we continue developing large-scale HPC projects that power advanced AI and other low-latency workloads. By expanding our capacity in Denton, we’re building one of the largest GPU supercomputers in North America — reinforcing Core Scientific’s leadership in delivering high-density, high-performance digital infrastructure. We look forward to delivering even greater value for both our customers and shareholders.” $CORZ CEO Adam Sullivan Read the full press release:

Core Scientific

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Coreweave CEO Michael Intrator went on Mad Money with Jim Cramer last week in a sad attempt to dispel accusations of circular accounting that are now so obvious they're the punchline of joke. Here's my reaction. $CRWV
14:41

Coreweave CEO Michael Intrator went on Mad Money with Jim Cramer last week in a sad attempt to dispel accusations of circular accounting that are now so obvious they're the punchline of joke. Here's my reaction. $CRWV

Nobody Special

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🚨INTERVIEW SPECIAL!: Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN (0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts -------------------------------------- Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE -
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🚨INTERVIEW SPECIAL!: Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN (0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts -------------------------------------- Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE -

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Today, Core Scientific and Block announced an ongoing project involving Block’s latest bitcoin mining chip. -Core Scientific and Block will work together on a new miner to democratize Bitcoin mining -Block to supply Core Scientific with ~15 EH/s of new 3 nanometer ASIC mining chips -Core Scientific is the first large-scale miner to procure Block's new ASIC mining technology “We have worked closely with the team at Block to develop the next generation of mining technology that not only helps support our significant hashrate growth plans within our existing infrastructure, but also provides all mining companies with more miner options. Together, Block and Core Scientific are working to define a new paradigm for scaled Bitcoin mining, one designed to deliver important operational benefits while contributing to the longevity and vitality of the Bitcoin Network.” - $CORZ Chief Development Officer Russell Cann Read the full press release:
0:29

Today, Core Scientific and Block announced an ongoing project involving Block’s latest bitcoin mining chip. -Core Scientific and Block will work together on a new miner to democratize Bitcoin mining -Block to supply Core Scientific with ~15 EH/s of new 3 nanometer ASIC mining chips -Core Scientific is the first large-scale miner to procure Block's new ASIC mining technology “We have worked closely with the team at Block to develop the next generation of mining technology that not only helps support our significant hashrate growth plans within our existing infrastructure, but also provides all mining companies with more miner options. Together, Block and Core Scientific are working to define a new paradigm for scaled Bitcoin mining, one designed to deliver important operational benefits while contributing to the longevity and vitality of the Bitcoin Network.” - $CORZ Chief Development Officer Russell Cann Read the full press release:

Core Scientific

513,063 görüntüleme • 2 yıl önce

That Other Coreweave Story: The Rise and Fall of Sysorex📉 h/t RiskReversal Media #Coreweave $SYSX $CRWV
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That Other Coreweave Story: The Rise and Fall of Sysorex📉 h/t RiskReversal Media #Coreweave $SYSX $CRWV

Nobody Special

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CoreWeave $CRWV CEO Michael Intrator shouting out Galaxy Digital $GLXY on Bloomberg today: "We have broadened our strategic relationships with other providers of the infrastructure. A great example of that is Galaxy Digital. You know, where we're able to go ahead and get large blocks of contiguous power to continue to buy infrastructure that will be made available to our clients as they continue to build."
0:22

CoreWeave $CRWV CEO Michael Intrator shouting out Galaxy Digital $GLXY on Bloomberg today: "We have broadened our strategic relationships with other providers of the infrastructure. A great example of that is Galaxy Digital. You know, where we're able to go ahead and get large blocks of contiguous power to continue to buy infrastructure that will be made available to our clients as they continue to build."

Rittenhouse Research

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Nvidia just invested $2 billion in CoreWeave yesterday. CoreWeave's entire business is renting out data centers packed with Nvidia GPUs. So Nvidia literally gave money to a company that EXISTS to buy Nvidia chips. Then promised to buy $6.3 billion of CoreWeave's unused capacity BACK. This is the most sophisticated circular financing scheme in tech history. Let me repeat that: Nvidia FUNDS CoreWeave → CoreWeave BUYS Nvidia chips → Nvidia BUYS BACK CoreWeave's unused capacity The money goes in a perfect circle. Nvidia → CoreWeave → Nvidia → CoreWeave → Nvidia Every transaction gets booked as "revenue" on both sides. But the cash just keeps rotating. In Bloomberg's own words: "circular financing deals that have lifted valuations of AI companies and fueled concerns about a bubble." Jensen Huang even went on CNBC after the announcement and accidentally admitted the truth: "We've invested $2 billion into CoreWeave, but the amount of funding that needs to be raised yet to support that five gigawatts is really quite significant. We're investing a small percentage of the amount that ultimately has to go and be provided." Translation: CoreWeave is underwater. The $2 billion is a fraction of what they actually need. CoreWeave has signed over $40 billion in contracts. $22.4 billion with OpenAI. $14.2 billion with Meta. $6.3 billion guaranteed purchase from Nvidia. But they don't have the capacity built yet. They're signing contracts for infrastructure that doesn't exist, funded by debt, backed by Nvidia's promise to buy unused capacity. And this goes deeper... CoreWeave started as a Bitcoin mining company called Atlantic Crypto in 2017. After the 2018 crypto crash, they "pivoted" to AI. Crypto crashes. AI booms. Former miners become "AI infrastructure experts" overnight. Now they're signing $40 billion contracts. Nvidia's play is obvious once you see it: Amazon, Google, and Microsoft are building their OWN AI chips. Trainium. TPU. Maia. So Nvidia's building a "shadow cloud" of smaller providers who are 100% dependent on Nvidia chips. Fund them. Lock them into contracts. Guarantee their purchases. When hyperscalers threaten to leave, Nvidia says "we don't need you, we have CoreWeave." It's vertical integration disguised as investment. But yesterday, something broke. CoreWeave's stock jumped 6% on the news. Bitcoin miners who pivoted to AI infrastructure? Crushed. CleanSpark, IREN, TeraWulf all down 10-15%. Because Nvidia just picked its winner. CoreWeave gets priority GPU access. Everyone else is irrelevant. The smart money already left. SoftBank sold its entire $5.8 billion Nvidia stake in November. CEO said he was "crying" to sell. Michael Burry has $1 billion in puts betting Nvidia crashes. Peter Thiel exited his position. They saw the circular financing and got out. Nvidia funds CoreWeave, CoreWeave buys Nvidia chips, Nvidia buys CoreWeave's capacity... This works as long as: 1. Nvidia keeps funding 2. CoreWeave keeps buying 3. Customers keep renting But the second ONE of those breaks, the whole loop collapses. If CoreWeave can't raise more capital, they can't build capacity. If they can't build capacity, they can't fulfill $40 billion in contracts. If they can't fulfill contracts, Meta and OpenAI walk. If customers walk, Nvidia's $6.3 billion capacity guarantee becomes a LIABILITY. This isn't about whether AI is real. AI IS real. This is about whether the infrastructure buildout is real or just financial engineering. Nvidia manufactures demand by funding customers who buy Nvidia products. Those customers sign contracts they can't fulfill without more funding. Nvidia guarantees to buy back unused capacity. Money circulates. Everyone books revenue. But NOBODY asks where actual demand is. This is either the most innovative infrastructure partnership in history, or the most sophisticated ponzi scheme since 2008. The next six months will tell us which.
1:19

Nvidia just invested $2 billion in CoreWeave yesterday. CoreWeave's entire business is renting out data centers packed with Nvidia GPUs. So Nvidia literally gave money to a company that EXISTS to buy Nvidia chips. Then promised to buy $6.3 billion of CoreWeave's unused capacity BACK. This is the most sophisticated circular financing scheme in tech history. Let me repeat that: Nvidia FUNDS CoreWeave → CoreWeave BUYS Nvidia chips → Nvidia BUYS BACK CoreWeave's unused capacity The money goes in a perfect circle. Nvidia → CoreWeave → Nvidia → CoreWeave → Nvidia Every transaction gets booked as "revenue" on both sides. But the cash just keeps rotating. In Bloomberg's own words: "circular financing deals that have lifted valuations of AI companies and fueled concerns about a bubble." Jensen Huang even went on CNBC after the announcement and accidentally admitted the truth: "We've invested $2 billion into CoreWeave, but the amount of funding that needs to be raised yet to support that five gigawatts is really quite significant. We're investing a small percentage of the amount that ultimately has to go and be provided." Translation: CoreWeave is underwater. The $2 billion is a fraction of what they actually need. CoreWeave has signed over $40 billion in contracts. $22.4 billion with OpenAI. $14.2 billion with Meta. $6.3 billion guaranteed purchase from Nvidia. But they don't have the capacity built yet. They're signing contracts for infrastructure that doesn't exist, funded by debt, backed by Nvidia's promise to buy unused capacity. And this goes deeper... CoreWeave started as a Bitcoin mining company called Atlantic Crypto in 2017. After the 2018 crypto crash, they "pivoted" to AI. Crypto crashes. AI booms. Former miners become "AI infrastructure experts" overnight. Now they're signing $40 billion contracts. Nvidia's play is obvious once you see it: Amazon, Google, and Microsoft are building their OWN AI chips. Trainium. TPU. Maia. So Nvidia's building a "shadow cloud" of smaller providers who are 100% dependent on Nvidia chips. Fund them. Lock them into contracts. Guarantee their purchases. When hyperscalers threaten to leave, Nvidia says "we don't need you, we have CoreWeave." It's vertical integration disguised as investment. But yesterday, something broke. CoreWeave's stock jumped 6% on the news. Bitcoin miners who pivoted to AI infrastructure? Crushed. CleanSpark, IREN, TeraWulf all down 10-15%. Because Nvidia just picked its winner. CoreWeave gets priority GPU access. Everyone else is irrelevant. The smart money already left. SoftBank sold its entire $5.8 billion Nvidia stake in November. CEO said he was "crying" to sell. Michael Burry has $1 billion in puts betting Nvidia crashes. Peter Thiel exited his position. They saw the circular financing and got out. Nvidia funds CoreWeave, CoreWeave buys Nvidia chips, Nvidia buys CoreWeave's capacity... This works as long as: 1. Nvidia keeps funding 2. CoreWeave keeps buying 3. Customers keep renting But the second ONE of those breaks, the whole loop collapses. If CoreWeave can't raise more capital, they can't build capacity. If they can't build capacity, they can't fulfill $40 billion in contracts. If they can't fulfill contracts, Meta and OpenAI walk. If customers walk, Nvidia's $6.3 billion capacity guarantee becomes a LIABILITY. This isn't about whether AI is real. AI IS real. This is about whether the infrastructure buildout is real or just financial engineering. Nvidia manufactures demand by funding customers who buy Nvidia products. Those customers sign contracts they can't fulfill without more funding. Nvidia guarantees to buy back unused capacity. Money circulates. Everyone books revenue. But NOBODY asks where actual demand is. This is either the most innovative infrastructure partnership in history, or the most sophisticated ponzi scheme since 2008. The next six months will tell us which.

Ricardo

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Who is Coreweave and where is their money coming from? Nobody is asking!🧐 #Coreweave #Nvidia $NVDA #Magnetar
18:50

Who is Coreweave and where is their money coming from? Nobody is asking!🧐 #Coreweave #Nvidia $NVDA #Magnetar

Nobody Special

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.Applied Digital CEO Wes Cummins shares more insights after his company and CoreWeave signed long-term lease agreements for AI data centers. $APLD expects $7 billion in rental revenue over an approximately 15-year period.
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.Applied Digital CEO Wes Cummins shares more insights after his company and CoreWeave signed long-term lease agreements for AI data centers. $APLD expects $7 billion in rental revenue over an approximately 15-year period.

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Dr. Amy Proal, Scientific Director of CoRE at Mount Sinai, discusses viral persistence as a driver of ME/CFS with Dr.s Raven Baxter & David Putrino: “[research] finds the RNA backbone & protein of enteroviruses in ME/CFS gut tissue.”

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"We're investing in the core business, so that's the data platform, the security, and all of that, huge investments going in there," Co-Founder & CEO @Databricks' Ali Ghodsi tells Bloomberg’ Tom Giles. #BloombergTech ⏯️

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#ICYMI: $APLD CEO Wes Cummins joined CNBC’s Squawk on the Street to discuss our newly signed 250MW AI data center lease agreement with CoreWeave. 📺 Watch the replay below. #LeadershipApplied #AI #DataCenters #HPC
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#ICYMI: $APLD CEO Wes Cummins joined CNBC’s Squawk on the Street to discuss our newly signed 250MW AI data center lease agreement with CoreWeave. 📺 Watch the replay below. #LeadershipApplied #AI #DataCenters #HPC

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Conservatives are slamming the Liberals for handing $240M to Canadian AI company Cohere, which flowed straight to U.S. firm CoreWeave to build a data centre. Critics say the government knew the money would leave Canada. Minister Evan Solomon dodged the question when asked.
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Conservatives are slamming the Liberals for handing $240M to Canadian AI company Cohere, which flowed straight to U.S. firm CoreWeave to build a data centre. Critics say the government knew the money would leave Canada. Minister Evan Solomon dodged the question when asked.

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Scientific exploration yields numerous spinoff applications. But a far more valuable reason for scientific pursuit is the capacity of science to answer the most profound questions posed by humanity. The full episode is here:
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Scientific exploration yields numerous spinoff applications. But a far more valuable reason for scientific pursuit is the capacity of science to answer the most profound questions posed by humanity. The full episode is here:

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