Context: CoreWeave's Q3 beat and raised guidance came with customers paying up front and shorter contracts; Bloomberg says it plans a $4B+ investment-grade loan as soon as next week.
From TechCrunch: CoreWeave is increasingly asking customers to pay up front, borrowing against specific contracts, and even looking to short-term deals that could lead to higher prices, according to the company’s third-quarter earnings.
The internet boom built bandwidth. The AI boom is building intelligence. Mike Volpi, who helped shape Cisco’s strategy during the internet buildout, asks what that era can teach us about this one. Mike joins a16z’s Raghu Raghuram and Guido Appenzeller to compare today’s investment in GPUs, data…
Tunguz uses CoreWeave, Anthropic and data-center landlord disclosures to estimate that applications, neoclouds and inference vendors capture 92% of AI gross profit before GPUs.
A revenue beat and raised full-year guidance, days after CNBC reported CoreWeave's bond yield topped 16% on AI credit stress.
Notion's own incident notice on a breach at AI vendor Fireworks that affected Notion and its customers.
AI infrastructure provider Fireworks says hackers accessed some customers' datasets, incomplete model weights, and billing information over the past month — Two customers told Forbes they had already substantially moved their business off Fireworks' systems, with one describing a series …
US AI demand grows from 66gw in 2027 while tokens per watt compound 2.9x a year, so the grid only binds if token demand outruns efficiency. Break-even real token growth is ~2.5x a year with no cancellations.
