AI compute is becoming a $500 billion asset class. Here’s what companies are buying—and the depreciation and residual-value risks behind the bet.

Nvidia cloud partner CoreWeave just linked hundreds of Rubin GPUs into a working cluster. Here is why this major AI milestone ...

CoreWeave plans to raise $3 billion through convertible senior notes due 2033, with an option for initial purchasers to buy ...

CoreWeave Inc. CRWV said Thursday it established an at-the-market stock offering program that could allow the artificial ...

The Commerce Department reportedly pushed Kalshi to take down its AI compute price tracker over National security concerns.

Finance teams already treat inference as the cost of goods sold (COGS) based on a simple test: If a customer triggered the API call, it’s COGS. A customer-service agent books an inference expense ...

OpenAI gave investors a $600bn compute target in February. A July deck says $856bn, while its projected cash burn improved to ...

Bridgewater co-CIO Greg Jensen proposes SIFI-style regulatory caps on companies controlling more than 5% of global AI compute ...

CoreWeave (CRWV) said it continued to sign new compute capacity contracts at higher prices since June 30, 2026, including short-term agreements in the third quarter. In the third quarter of 2026, the ...

We are all familiar enough by now with the succession of boards that have come from Raspberry Pi in Cambridge over the years, and when a new one comes out we’ve got a pretty good idea what to expect.

On the same day Amodei called for slower AI development, reports revealed Anthropic's ceiling on compute commitments reached $517 billion across deals signed over 11 months.

Going forward, Cornelis will tap the $205 million in new capital it has raised to scale the production of its CN5000 and ...