CoreWeave (CRWV) Stock: Slides Despite 110% Revenue Growth and Major AI Wins

Yasmin Werner / parameter - TLDR CoreWeave tops revenue, but losses deepen and shares slide after hours. 110% growth isn’t enough as margins slip and profitability misses hit the stock. Debt climbs past $21B as CoreWeave scales power and absorbs rising costs. Backlog jumps to $66.8B…

CoreWeave earnings today are vindication for everything I’ve been saying. Somehow this company made more revenue than ever and its operating margin got worse. Remember it has the literal best clients in AI compute, and apparently they pay like shit. Wash

8 days / bsky / @edzitron.com

CoreWeave’s stock drops on mixed results and plans to scale up AI spending

8 days / siliconangle / Mike Wheatley

CoreWeave tumbles on weaker-than-expected Q4 adjusted EBITDA

8 days / sherwood / Luke Kawa

CoreWeave (CRWV) Stock: Slides Despite 110% Revenue Growth and Major AI Wins

8 days / parameter / Yasmin Werner

CoreWeave beats revenue projections as backlog swells to nearly $67 billion

8 days / cnbc

Nvidia posts $68.1 billion quarter as AI demand surges worldwide

Camila Nogueira / betanews - Nvidia reported record financial results on Wednesday, delivering $68.1 billion in revenue for the fourth quarter of fiscal 2026 as demand for artificial intelligence infrastructure continued to accelerate. The quarterly figure rose 73% from a year earlie…

#ai #cloud #semiconductors #nvidia #gpu #stockmarket #earnings #business #datacenter #technology

Investors balk as Nvidia stock tumbles post-earnings (4)
Markets wobble: tech slump and crypto give back gains (5)
On the floor: Nvidia's record $68.1B AI quarter (3)

Investors balk as Nvidia stock tumbles post-earnings

Jim Cramer isn't fretting Nvidia's post-earnings sell-off. Here's how he would respond

8 days / cnbc

Nvidia stock falls despite strong earnings

8 days / semafor / J.D. Capelouto

Wall Street analysts are staying bullish on Nvidia. Traders aren’t

8 days / qz / Shannon Carroll

NVIDIA Corporation (NVDA) Stock:Drops Below $190 Despite Bullish Q4 Revenue Outlook

8 days / parameter / Yasmin Werner

Markets wobble: tech slump and crypto give back gains

Bitcoin and Tech Stocks Tumble in Tandem as Nvidia Earnings Trigger Risk-Off Trading

7 days / parameter / Trader Edge

Nvidia stumbles, crypto shivers, markets wobble: The AI reckoning begins

8 days / e27 / Anndy Lian

Tech weighs down stocks as investors digest Nvidia’s earnings

8 days / sherwood / Tasha Matsumoto

Bitcoin falls back below $67,000, rapidly giving back Wednesday's gains

8 days / coindesk / Stephen Alpher

Nvidia earnings, Big Tech's White House visit, protein prices and more in Morning Squawk

8 days / cnbc

On the floor: Nvidia's record $68.1B AI quarter

How Nvidia’s Record Quarter Signals a Major Shift for Tesla’s Robot Future

7 days / parameter / Trader Edge

Nvidia posts $68.1 billion quarter as AI demand surges worldwide

8 days / betanews / Camila Nogueira

Have we seen peak pricing power for Nvidia chips?

8 days / cnbc

China freeze on H200 chip sales clouds Nvidia’s record earnings

scmp - Nvidia has yet to generate any revenue from its H200 chips in China and does not know if any sales will be allowed in the country, the company said, even as the US chip giant reported record quarterly revenue on surging demand for data centre processors.W…

#ai #cloud #semiconductors #techpolicy #china #nvidia #gpu #earnings #datacenter

China export freeze: H200 sales blocked (3)
Other: GPU supply shortages, AI fears and market reaction (2)
Record quarter: Nvidia tops forecasts, guides even higher (12)
Vera Rubin: first samples ship, Rubin platform imminent (3)
All Other Stories

China export freeze: H200 sales blocked

Nvidia still hasn't sold its U.S.-approved China AI chips — and it’s worried local AI rivals could take over

8 days / cnbc

China freeze on H200 chip sales clouds Nvidia’s record earnings

9 days / scmp

Nvidia hasn't made a cent in China lately - and might not need to given $120 billion profit

9 days / theregister / Tobias Mann

Other: GPU supply shortages, AI fears and market reaction

Why Nvidia’s Huge Numbers Don’t Settle the Latest AI Fears

8 days / wsj / Dan Gallagher

Nvidia warns of 'very tight' GPU supplies for next two quarters

8 days / tbreak / Tbreak Editor

Record quarter: Nvidia tops forecasts, guides even higher

Nvidia revenue hits $68B as Jensen Huang declares “Compute is Revenue”

8 days / dataconomy / Aytun Çelebi

Nvidia's Jensen Huang thinks markets “got it wrong” on software stocks sell-off

8 days / sherwood / Hyunsoo Rim

Nvidia posts record $215 billion annual revenue in latest quarterly earnings report — gaming GPUs now only 11.45% of revenue

8 days / tomshardware

Nvidia's blockbuster quarter eases AI spending fears as data center revenue explodes

8 days / techspot

Nvidia's stock sees only marginal gains after better-than-expected results. Here's the latest

8 days / cnbc

Nvidia (NVDA) Stock: Jumps After Hours on $78B AI Revenue Forecast

8 days / parameter / Newton Kitonga

Nvidia Posts Record Q4 as Jensen Declares ‘Compute Equals Revenues’ in AI Era

9 days / pymnts / PYMNTS

Hong Kong stocks extend rebound as Nvidia’s earnings beat boosts AI trade

9 days / scmp

‘Compute Equals Revenues’: Nvidia Needs Jensen Huang’s New Catchphrase to Be True

9 days / gizmodo / Ece Yildirim

Nvidia keeps the AI party alive with a booming quarter and even better outlook

9 days / cnbc

Nvidia Beats Back Bubble Fears With Record $68 Billion in Sales in Fourth Quarter

9 days / wsj / Robbie Whelan

Nvidia reports earnings and guidance beat as AI boom pushes data center revenue up 75%

9 days / reddit / /u/Logical_Welder3467

Vera Rubin: first samples ship, Rubin platform imminent

NVIDIA Ships First "Vera Rubin" VR200 Samples to Customers

8 days / techpowerup

Nvidia's forecast points to accelerating growth, as Vera Rubin starts hitting market

9 days / cnbc

Nvidia delivers first Vera Rubin AI GPU samples to customers — 88-core Vera CPU paired with Rubin GPUs with 288 GB of HBM4 memory apiece

9 days / tomshardware

All Other Stories

Why Nvidia’s terrific quarter is getting a terrible reaction

8 days / sherwood / Luke Kawa

The Nvidia CEO said agentic AI will use software tools like Excel, SAP, and ServiceNow — not replace them — after reporting strong earnings and guidance. https://sherwood.news/markets/nvidias-jensen-huang-thinks-markets-got-it-wrong-on-software-stocks-sel

8 days / bsky / @sherwood.news / sherwood.news

VAST Data Unveils Unified AI Operating System in NVIDIA, CrowdStrike Partnerships

Jon Swartz / techstrong - VAST Data has launched a fully CUDA-accelerated artificial intelligence (AI) data stack developed in collaboration with NVIDIA Corp., one of several deals announced Wednesday. The move transforms the VAST AI Operating System into a unified platform capabl…

#ai #bigdata #cybersecurity #cloud #ml #enterprise #cloudsec #nvidia #genai #datacenter

Vast Forward keynote analysis from theCUBE: Rebuilding the operating system for the AI era

9 days / siliconangle / Kelly Knight

VAST Data Unveils Unified AI Operating System in NVIDIA, CrowdStrike Partnerships

9 days / techstrong / Jon Swartz

Vast Data expands AI Operating System with global control plane, zero-trust agent framework and deeper Nvidia integration

9 days / siliconangle / Paul Gillin

VAST Data leverages unique market position to develop full-stack AI infrastructure

9 days / techzine / Sander Almekinders

VAST Data aims for secure-by-default AI with CrowdStrike

9 days / techzine / Erik van Klinken

Nvidia set to report quarterly results after the bell

cnbc - Nvidia has been the best performer on Wall Street this year among tech's megacap companies.

#ai #semiconductors #nvidia #gpu #stockmarket #earnings #datacenter #supplychain

Inside Nvidia's tech: Vera Rubin and chip-deal competition (2)
Nvidia's record quarter and blowout guidance reshape AI market (13)
Traders position ahead of Nvidia earnings; markets jitter (4)
All Other Stories

Inside Nvidia's tech: Vera Rubin and chip-deal competition

Nvidia and AMD’s different deals show that while AI chatbots may be commoditized, the chips aren’t

9 days / sherwood / Luke Kawa

Here’s a Look at One of the World’s Most Complex AI Systems, the NVIDIA Vera Rubin, Integrating a Million Components

9 days / wccftech / Muhammad Zuhair

Nvidia's record quarter and blowout guidance reshape AI market

Nvidia tops Wall Street’s expectations again as data center revenue surges 75%

9 days / siliconangle / Mike Wheatley

Nvidia has another record quarter amid record capex spends

9 days / techcrunch / Russell Brandom

Nvidia Earnings Results Steady Markets as AI Spending Debate Intensifies

9 days / decrypt / Sebastian Sinclair

Nvidia Revenues Jump 73 Percent to a Record $68.1 Billion

9 days / thurrott / Paul Thurrott

Nvidia’s $78 billion forecast dares the market to flinch

9 days / qz / Shannon Carroll

36% ($77.7 billion) of NVIDIA’s FY2026 revenue came from two customers

9 days / bsky / @edzitron.com

NVIDIA (NVDA) Stock: Soars as $68.1B Record Quarter and AI Boom Drives 73% Revenue Surge

9 days / parameter / Yasmin Werner

Nvidia’s Quarterly Profit Hits $43 Billion on Strong A.I. Chips Sales

9 days / nytimes / Tripp Mickle

Nvidia’s strong results, guidance lift AI ecosystem

9 days / sherwood / Luke Kawa

Nvidia posts first $200bn year on back of AI investment boom

9 days / ft

(PR) NVIDIA Reports Record $68.1B Q4 Revenue, $215.9B for Fiscal 2026

9 days / techpowerup

Nvidia rises after earnings beat Wall Street's expectations, lifting AI-related crypto stocks

9 days / coindesk / James Van Straten

Nvidia rises after better than expected Q4 results, big upside surprise in Q1 sales guidance

9 days / sherwood / Luke Kawa

Traders position ahead of Nvidia earnings; markets jitter

Stocks continue to climb as tech and hyperscalers rise

9 days / sherwood / Tasha Matsumoto

Western Digital jumps ahead of Nvidia earnings report later today

9 days / sherwood / Matt Phillips

Nvidia set to report quarterly results after the bell

9 days / cnbc

NVIDIA Corporation (NVDA) Stock: Near $200 Ahead of Crucial AI-Driven Earnings Report

9 days / parameter / Yasmin Werner

All Other Stories

Peep that Q1 sales guidance surprise $NVDA sherwood.news/markets/nvid...

9 days / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

This is a very, very weird answer. If Jensen is expecting a positive inflection in cash flow from his major customers, that’s not something anyone is expecting. If it’s just positive cash flow generation, sure, but that’s forecast to slow

9 days / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies

9 days / cnbc

Nvidia's strong earnings calm AI bubble fears for now

9 days / semafor / J.D. Capelouto

Seoul shares open higher on strong Nvidia earnings

9 days / co / Kim Boram

Chip giant Nvidia flouts AI scepticism with record revenue

9 days / bbc

Sambanova introduces new AI accelerator, partners with Intel to deploy Xeon CPUs for inferencing and agentic workloads — Sambanova claims SN50 chip is three times more efficient than Nvidia B200

tomshardware - SambaNova says its SN50 AI accelerator platform is about five times faster and three times more efficient than Nvidia's B200. In addition, the company signs a pact with Intel to offer Xeon-based AI systems to enterprises and governments.

#ai #startups #vc #hardware #semiconductors #ml #enterprise #chips #datacenter #performance

SambaNova bags $350m, unveils deals with Intel, SoftBank

9 days / siliconrepublic / Suhasini Srinivasaragavan

Sambanova introduces new AI accelerator, partners with Intel to deploy Xeon CPUs for inferencing and agentic workloads — Sambanova claims SN50 chip is three times more efficient than Nvidia B200

9 days / tomshardware

SambaNova introduces SN50 chip, secures $350m for expansion

9 days / techmonitor / Swagath Bandhakavi

SambaNova Raises $350M in Series E Financing

9 days / finsmes / FinSMEs

Meta Signs Massive AI Chip Deal with AMD

Usman Qureshi / iphoneincanada - Meta is partnering with AMD to deploy 6 gigawatts of AI power. The deal includes custom MI450 chips and could give Meta a 10 percent stake in AMD by 2026.The post Meta Signs Massive AI Chip Deal with AMD first appeared on iPhone in Canada.

#ai #cloud #semiconductors #ml #meta #chips #gpu #datacenter #amd

White House Weighs Requiring Citizenship Checks for Bank Customers

10 days / pymnts / PYMNTS

Meta just signed a massive AMD chip deal as it diversifies beyond Nvidia

10 days / qz / Shannon Carroll

AMD (AMD) Stock: Surge Fueled by Meta’s $100B Chip Deal and 6GW AI Buildout

10 days / parameter / Yasmin Werner

Stocks bounce back powered by tech rebound

10 days / sherwood / Tasha Matsumoto

AMD shares jump 8% on $100B+ AI chip deal with Meta

10 days / siliconangle / Maria Deutscher

Why AMD's megadeal with Meta shows Nvidia is still the best game in town

10 days / cnbc

Meta and AMD's Multibillion-Dollar Deal Is All About the AI Chips

10 days / cnet / Omar Gallaga

AMD tries out the Kim Kardashian theory of data centres

10 days / ft

Meta Signs Massive AI Chip Deal with AMD

10 days / iphoneincanada / Usman Qureshi

AMD basically copy-pasted its OpenAI deal for Meta, six gigawatts and ten percent equity included

10 days / the-decoder / Matthias Bastian

AMD and Meta strike $100 billion AI deal that includes 10% stock deal — 6 gigawatt agreement includes up to 160 million AMD shares

tomshardware - AMD and Meta have announced an AI chips deal thought to be worth more than $100 billion.

#ai #cloud #semiconductors #ml #meta #chips #business #finance #datacenter #amd

Analysts warn: circular financing and heavy dilution risks for AMD (3)
Chips-for-equity: warrants could give Meta up to 10% (4)
Meta diversifies from Nvidia; AMD emerges as key rival (2)
Meta-AMD deal: 6GW MI450 deployment, shipments starting H2 2026 (7)
All Other Stories

10 days / cnbc

Meta-AMD deal: 6GW MI450 deployment, shipments starting H2 2026

Meta and AMD Team Up to Take on Nvidia in Massive AI Chip Deal

10 days / gizmodo / Bruce Gil

Advanced Micro Devices (AMD) Stock: AMD Lands Biggest AI Deal Yet With Meta Platforms

10 days / parameter / Trader Edge

Meta Inks AI Agreement With Chipmaker AMD

10 days / pymnts / PYMNTS

Meta Announces Major Chips-for-Stock Deal With AMD

10 days / nytimes / Adam Satariano and Tripp Mickle

(PR) AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs

10 days / techpowerup

Meta and AMD Agree to AI Chips Deal Worth More Than $100 Billion

10 days / wsj / Robbie Whelan

Meta agrees multibillion-dollar chip deal with AMD

10 days / ft

All Other Stories

Meta is buying billions of dollars in AMD AI chips in a multiyear deal tied to a 160 million-share warrant, deepening its push to diversify beyond Nvidia and expand data center capacity.

10 days / bsky / @techcrunch.com / techcrunch.com

AMD copy-pastes 6 GW chips-for-stock deal in new Meta agreement

10 days / theregister / Brandon Vigliarolo

https://www.nytimes.com/2026/02/24/business/meta-amd-chips-ai.html

10 days / bsky / @tferrer.journa.host.ap.brid.gy / tferrer.journa.host.ap.brid.gy

Another GPUs and warrants deal, like OpenAI. https://sherwood.news/markets/amd-soars-after-striking-deal-meta-ai-chips-100-billion/

10 days / bsky / @sherwood.news / sherwood.news

Meta to deploy 6 Gigawatts of AMD GPUs for AI infrastructure

10 days / techzine / Erik van Klinken

SambaNova steps up its challenge to Nvidia with new chip, $350M funding and a powerful ally in Intel

Mike Wheatley / siliconangle - Chipmaker SambaNova Systems Inc. unveiled its most advanced artificial intelligence processor today as it closed on a bumper $350 million late-stage round of funding from Vista Equity Partners, Cambium Capital and others. Alongside the funding, SambaNova …

#ai #startups #hardware #semiconductors #ml #chips #nvidia #business #datacenter #intel

SambaNova Raises $350M To Scale SN50 AI Chip For Agentic Systems

10 days / ventureburn / Clinton

(PR) SambaNova Unveils SN50 AI Chip, Collaborates with Intel

10 days / techpowerup

SambaNova steps up its challenge to Nvidia with new chip, $350M funding and a powerful ally in Intel

10 days / siliconangle / Mike Wheatley

Intel Strikes Deal With a Chip Start-Up Its C.E.O. Invested In

10 days / nytimes / Don Clark

Intel backs SambaNova's $350M bid to challenge GPUs in AI inference

10 days / theregister / Tobias Mann

Intel partners with AI chip startup SambaNova after acquisition talks reportedly failed

10 days / cnbc

Amazon to Sink $12 Billion Into Data Centers as Wall Street (and Everyone Else) Turns Against AI Spending

AJ Dellinger / gizmodo - Surely they can just spend their way out.

#ai #cloud #amazon #genai #business #datacenter #jobs #environment #supplychain #economy

US Farmers Are Rejecting Multimillion-Dollar Datacenter Bids For Their Land https://news.slashdot.org/story/26/02/24/005258/us-farmers-are-rejecting-multimillion-dollar-datacenter-bids-for-their-land?utm_source=rss1.0mainlinkanon&utm_medium=feed

10 days / bsky / @slashdot.org / slashdot.org

US Farmers Are Rejecting Multimillion-Dollar Datacenter Bids For Their Land

11 days / slashdot / BeauHD

Amazon Earmarks $12 Billion for Louisiana Data Centers

11 days / pymnts / PYMNTS

Amazon to Sink $12 Billion Into Data Centers as Wall Street (and Everyone Else) Turns Against AI Spending

11 days / gizmodo / AJ Dellinger

What Amazon’s latest data center announcement says about AI right now

11 days / sherwood / Rani Molla

Amazon to spend $12 billion in Louisiana on AI data centers

11 days / cnbc

Sam Altman is tired of ‘unfair’ critiques about AI’s energy use. Climate experts say his defensive stance is misguided

Kristin Toussaint / fastcompany - OpenAI CEO Sam Altman has defended the resource-intensive use of AI by comparing it to all the energy—and food—that humans require, sparking a wave of backlash across social media. That comparison, experts in climate and tech spaces say, is misguided, dow…

#climate #ai #techpolicy #openai #aiethics #genai #energy #datacenter #environment #altman

Sam Altman is tired of ‘unfair’ critiques about AI’s energy use. Climate experts say his defensive stance is misguided

11 days / fastcompany / Kristin Toussaint

Sam Altman Calls AI Water Usage Claims ‘Totally Insane’

11 days / eweek / Aminu Abdullahi

Human Existence Is Just as Wasteful as AI Data Centers, Sam Altman Suggests

11 days / decrypt / Jose Antonio Lanz

Sam Altman compares AI energy use to the cost of "training" humans, says water-usage concerns are "fake"

11 days / reddit / /u/AdSpecialist6598

Sam Altman would like to remind you that humans use a lot of energy, too

11 days / reddit / /u/boppinmule

Stargate AI data centers for OpenAI reportedly delayed by squabbles between partners — sources say OpenAI, Oracle, and SoftBank disagreed on who would have ultimate control of the planned data centers

tomshardware - OpenAI, Oracle, and SoftBank have reportedly spent several months negotiating over who would have ultimate control of the data centers planned for Stargate.

#ai #cloud #space #openai #genai #business #datacenter #governance #oracle #softbank

Report: OpenAI’s Stargate has been a chaotic mess

11 days / sherwood / Jon Keegan

Oracle (ORCL) Stock Drops 6% as Stargate AI Project Questions Surface

11 days / parameter / Trader Edge

Heated Rivals Musk and Altman Disagree on One More Thing: Data Centers in Space

11 days / gizmodo / Passant Rabie

Stargate AI data centers for OpenAI reportedly delayed by squabbles between partners — sources say OpenAI, Oracle, and SoftBank disagreed on who would have ultimate control of the planned data centers

11 days / tomshardware

Stargate's $500 billion AI infrastructure project reportedly stalls over unresolved disputes between OpenAI, Oracle, and Softbank

11 days / the-decoder / Matthias Bastian

OpenAI CEO Sam Altman expects no space-based data centers this decade

11 days / techzine / Erik van Klinken

Sam Altman Would Like To Remind You That Humans Use a Lot of Energy, Too

msmash / slashdot - OpenAI CEO Sam Altman is pushing back on growing concerns about AI's environmental footprint, dismissing claims about ChatGPT's water consumption as "totally fake" and arguing that the fairer way to measure AI's energy use is to compare it against humans.…

#ai #techpolicy #openai #aiethics #genai #energy #datacenter #environment #india #altman

‘Breaking Bad’ and ‘Game of Thrones’ fans spark IMDb review-bombing war over perfect episode rating

11 days / fastcompany / Eve Upton-Clark

Altman Dismisses ‘Fake’ AI Water Concerns, Likens AI Energy Needs to Human Upbringing

11 days / techstrong / Jon Swartz

Sam Altman Would Like To Remind You That Humans Use a Lot of Energy, Too

11 days / slashdot / msmash

Altman: You think AI is inefficient? Try raising 100 billion humans

11 days / theregister / Joe Fay

Sam Altman compares AI energy use to the cost of "training" humans, says water-usage concerns are "fake"

11 days / techspot

OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030

/u/Possible-Shoulder940 / reddit - submitted by /u/Possible-Shoulder940 [link] [comments]

#ai #vc #cloud #semiconductors #nvidia #openai #genai #stockmarket #business #datacenter

AI compute demand shakes chipmakers, data-center financings and stocks (5)
Altman defends AI energy use, mocks space data-centers claim (7)
ChatGPT ads, pricing shifts, usage trends and safety issues (6)
OpenAI warns $600B compute bill, revenue and accounting questions (8)
All Other Stories

AI compute demand shakes chipmakers, data-center financings and stocks

Data centres seek credit ratings to unlock billions in funding for AI push

12 days / ft

Nvidia Scales Back OpenAI Deal to $30 Billion Equity Stake

12 days / winbuzzer / Markus Kasanmascheff

BofA says the mega-cap hyperscalers have an OpenAI problem - AOL.com

13 days / aol

CoreWeave, Inc. (CRWV) Stock: Drops 8% as Credit Concerns and Insider Sale Shake AI Infrastructure Rally

13 days / parameter / Yasmin Werner

Intel (INTC) Stock: Edges Lower as Data-Center Demand Strains Supply

13 days / parameter / Newton Kitonga

Altman defends AI energy use, mocks space data-centers claim

Sam Altman defends AI resource usage: Water concerns 'fake,' and 'humans use energy too'

11 days / cnbc

Sam Altman defends AI’s resource consumption and ridicules Musk’s plan to put data centers in space

12 days / siliconangle / Mike Wheatley

Sam Altman: Know What Else Used a Lot of Energy? Human Civilization

12 days / gizmodo / Justin Caffier

Altman on AI energy: it also takes 20 years of eating food to train a human

12 days / ycombinator

Sam Altman would like remind you that humans use a lot of energy, too

13 days / reddit / /u/Logical_Welder3467

Sam Altman would like remind you that humans use a lot of energy, too

13 days / techcrunch / Anthony Ha

OpenAI CEO Sam Altman warns "the world is not prepared" as OpenAI accelerates research using its own AI

13 days / the-decoder / Matthias Bastian

ChatGPT ads, pricing shifts, usage trends and safety issues

'Thermodynamic computer' can mimic AI neural networks — using orders of magnitude less energy to generate images

12 days / reddit / /u/Fcking_Chuck

ChatGPT and Gemini voice bots are easy to trick into spreading falsehoods

12 days / the-decoder / Matthias Bastian

OpenAI is paying workers $1.5 million in stock-based compensation on average, the highest of any tech startup in history - AOL.com

13 days / aol

OpenAI prepares new ChatGPT Pro Lite tier priced at $100 monthly

13 days / testingcatalog / Alexey Shabanov

ChatGPT Ads Now Hit on Your Very First Message

13 days / winbuzzer / Markus Kasanmascheff

New data from OpenAI shows consumer ChatGPT users are shifting away from work tasks

13 days / axios / Madison Mills

OpenAI warns $600B compute bill, revenue and accounting questions

OpenAI boosted its revenue and cash burn forecasts, The Information reports

12 days / sherwood / Luke Kawa

OpenAI Compute Spend Could Hit $600 Billion by 2030

12 days / pymnts / PYMNTS

OpenAI expects compute spend of around $600 billion through 2030 - The Indian Express

13 days / indianexpress

OpenAI Cuts 2030 Compute Spend to $600B - The Coin Republic

13 days / thecoinrepublic

OpenAI Eyes $280 Billion in Revenue by 2030 With Growth in Enterprise and Consumer AI - Analytics Insight

13 days / analyticsinsight

OpenAI adds $111 billion to its cash burn forecast as AI costs spiral beyond projections

13 days / the-decoder / Matthias Bastian

Now OpenAI says it will be spending $600bn on compute through 2030, a year when it says it’ll make $280bn. Weirdly it says it made $13.1bn In revenue in 2025, even though Sam Altman said in November it was “way more than that”! https://www.cnbc.com/2026/0

14 days / bsky / @edzitron.com

OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030

14 days / reddit / /u/Possible-Shoulder940

All Other Stories

Sam Altman: Know What Else Used a Lot of Energy? Human Civilization

12 days / bsky / @gizmodo.com / gizmodo.com

This fucking guy. gizmodo.com/sam-altman-k...

12 days / bsky / @paultremblay.bsky.social / paultremblay.bsky.social

lol

12 days / bsky / @lukesteuber.com / lukesteuber.com

"It also takes a lot of energy to train a human."

13 days / bsky / @techcrunch.com / techcrunch.com

member the matrix now think sam altman techcrunch.com/2026/02/21/s...

13 days / bsky / @chronosschiron.bsky.social / chronosschiron.bsky.social

Amazon Service Was Taken Down By AI Coding Bot

msmash / slashdot - An anonymous reader shares a report: Amazon's cloud unit has suffered at least two outages due to errors involving its own AI tools [non-paywalled source], leading some employees to raise doubts about the US tech giant's push to roll out these coding assi…

#ai #cloud #devops #cloudsec #amazon #aiethics #genai #datacenter #assistant #developertools

Amazon response and blame - Company says 'user error', misconfigured access controls (3)
Internal skepticism and rollout concerns - Engineers worry about autonomous AI assistants' risks (5)
Kiro delete-and-recreate incident - Bot deleted and recreated environment, causing 13-hour outage (6)

Amazon response and blame - Company says 'user error', misconfigured access controls

Amazon Reportedly Pins the Blame for AI-Caused Outage on Humans

14 days / gizmodo / AJ Dellinger

AWS Denies Report That Service Outage Was Caused by AI Coding Tool

14 days / pymnts / PYMNTS

Multiple AWS outages caused by AI coding bot blunder, report claims — Amazon says both incidents were 'user error'

14 days / tomshardware

Internal skepticism and rollout concerns - Engineers worry about autonomous AI assistants' risks

Two Amazon cloud outages in December triggered by AI tools, report says

14 days / mashable

Amazon Service Was Taken Down By AI Coding Bot

14 days / slashdot / msmash

Report: Amazon’s AI bots have been behind multiple AWS outages

14 days / sherwood / Max Knoblauch

Amazon Web Services vibe-codes itself an outage or two

14 days / pivot-to-ai / David Gerard

AI tools AWS cause hours of disruption to cloud systems

14 days / techzine / Berry Zwets

Kiro delete-and-recreate incident - Bot deleted and recreated environment, causing 13-hour outage

Amazon's vibe-coding tool Kiro reportedly vibed too hard and brought down AWS

14 days / theregister / Dan Robinson

13-hour AWS outage reportedly caused by Amazon's own AI tools

14 days / engadget / Lawrence Bonk

Amazon blames human employees for an AI coding agent’s mistake

14 days / theverge / Robert Hart

An AI coding bot took down Amazon Web Services

14 days / arstechnica / Rafe Rosner-Uddin, Financial Times

Amazon says AWS AI tools were involved in two outages, but calls it "coincidence"

14 days / techspot

AWS AI coding tool decided to "delete and recreate" a customer-facing system, causing 13-hour outage, report says

14 days / the-decoder / Maximilian Schreiner

Nvidia is in talks to invest up to $30 billion in OpenAI, source says

cnbc - The investment is separate from the $100 billion infrastructure agreement that OpenAI and Nvidia announced in September.

#ai #vc #cloud #semiconductors #chips #nvidia #openai #genai #business #datacenter

Chip startup funding: model-specific AI chips raise $169M (1)
Nvidia pivots: $30B equity replaces $100B infrastructure plan (11)
OpenAI mega-round nears $100B, valuation targets near $850B (2)

Chip startup funding: model-specific AI chips raise $169M

Taalas raises $169M in funding to develop model-specific AI chips

15 days / siliconangle / Maria Deutscher

Nvidia pivots: $30B equity replaces $100B infrastructure plan

Nvidia (NVDA) Stock Rises as Nvidia Eyes $30 Billion OpenAI Investment

14 days / parameter / Trader Edge

NVIDIA’s Revised Investment in OpenAI Expected to Be More Than ‘Three Times Lower’ Than What the Industry Originally Believed

14 days / wccftech / Muhammad Zuhair

Nvidia nears $30 billion investment in OpenAI’s funding round, the FT reports

14 days / sherwood / Luke Kawa

OpenAI’s €860B round nears: Nvidia leads with $30B as chip recycling loop tightens

14 days / techfundingnews / Vignesh R

Nvidia reportedly set to invest $30 billion in OpenAI

14 days / the-decoder / Maximilian Schreiner

Nvidia and OpenAI abandon unfinished $100B deal in favour of $30B investment

14 days / ycombinator

Nvidia and OpenAI Rewrite a $100B Idea Into a $30B Bet

14 days / eweek / eWEEK Staff

Nvidia nears deal for scaled-down investment in OpenAI: Report

14 days / techxplore

Nvidia nears $30 billion investment in OpenAI

14 days / techzine / Mels Dees

Nvidia is in talks to invest up to $30 billion in OpenAI, source says

15 days / cnbc

Nvidia and OpenAI abandon unfinished $100bn deal in favour of $30bn investment

15 days / ft

OpenAI mega-round nears $100B, valuation targets near $850B

OpenAI Nears $100 Billion Funding Round as Value Nears $850 Billion: Report

15 days / techstrong / Jon Swartz

OpenAI Funding Round Nears Record $100B Raise as Valuation Targets $850B

15 days / reddit / /u/andix3

Microsoft's new 10,000-year data storage medium: glass

John Timmer / arstechnica - Femtosecond lasers etch data into a very stable medium.

#cloud #innovation #microsoft #science #datacenter #deeptech #technology #durability #memory #research

Microsoft develops storage that lets you backup data that lasts 10,000 years

15 days / digitaltrends

Microsoft Silica stores data for 10,000 years in special kitchen glass

15 days / techzine / Berry Zwets

Laser-etched silica glass offers a potential method for preserving digital data for over 10,000 years, providing durability against temperature, moisture, and electromagnetic interference.

16 days / bsky / @sciencex.bsky.social / sciencex.bsky.social

Microsoft boffins cook up archival storage using Pyrex glass they say can last over 10,000 years

16 days / theregister / Tobias Mann

Laser-etched glass can store data for for 10,000 years, Microsoft says

16 days / techxplore

Etching the world's smallest QR code in ceramic pushes data storage to the nanoscale

16 days / techspot

Microsoft’s Glass Chip Holds Terabytes of Data for 10,000 Years

16 days / gizmodo / Gayoung Lee

Microsoft's new 10,000-year data storage medium: glass

16 days / arstechnica / John Timmer

Activist investor Starboard says Riot AI pivot could be worth up to $21 billion as miner lags peers

Kyle Baird / theblock - Starboard argues Riot’s Texas power assets position the company to secure large AI data center tenants if management accelerates deal execution.

#ai #blockchain #cloud #crypto #energy #stockmarket #business #datacenter #bitcoin

OpenAI taps Tata for 100MW AI data center capacity in India, eyes 1GW

16 days / techcrunch / Jagmeet Singh

Tata Group and OpenAI Form Partnership, to Develop AI Data Centers

16 days / wsj / Kosaku Narioka

Bitcoin Miner Riot Must Embrace $21 Billion AI Opportunity, Says Activist Investor

16 days / decrypt / Logan Hitchcock

Bitcoin miner Riot stock jumps nearly 9% as activist Starboard urges AI data center expansion

16 days / coindesk / Olivier Acuna

Activist investor Starboard says Riot AI pivot could be worth up to $21 billion as miner lags peers

16 days / theblock / Kyle Baird

Riot Platforms rises on activist push to accelerate AI data center pivot

16 days / sherwood / Hyunsoo Rim

Meta signs major Nvidia deal to power AI data centers with Blackwell and Rubin GPUs

techspot - According to separate press releases from Meta and Nvidia, the social media giant will use the chips to power its planned hyperscale data centers optimized for AI training and inference. The company will also deploy Nvidia's new Spectrum-X Ethernet switch…

#ai #cloud #semiconductors #ml #meta #nvidia #business #datacenter #cpus

The days of tech giants buying up discrete chips are over. AI companies now need GPUs, CPUs, and everything in between. www.wired.com/story/nvidia...

16 days / bsky / @wired.com / wired.com

Meta deal for millions of Nvidia chips is big — these 2 charts illustrate why

16 days / cnbc

Nvidia’s Deal With Meta Signals a New Era in Computing Power

16 days / wired / Lauren Goode

Meta and Nvidia Team to Bolster AI Infrastructure

16 days / pymnts / PYMNTS

Meta signs major Nvidia deal to power AI data centers with Blackwell and Rubin GPUs

16 days / techspot

Nvidia (NVDA) Stock Gains as Meta Picks Nvidia Over Google for AI Infrastructure

16 days / parameter / Trader Edge

Nvidia lands massive Meta deal and pushes into CPU market to fend off growing competition

16 days / the-decoder / Maximilian Schreiner

Meta to Deploy Millions of Nvidia Chips in Multi-Billion Deal

16 days / winbuzzer / Markus Kasanmascheff

Meta expands Nvidia deal to use millions of AI chips in data center build-out, including standalone CPUs

cnbc - Meta expands partnership with Nvidia in a deal likely worth tens of billions, for deploying millions of GPUs and new standalone CPUs in AI data centers