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Business
CoreWeave CEO says 'new political reality' after midterms won't slow buildout
CoreWeave's CEO frames post-midterm politics as a 'new political reality' while analysts warn the company is growing into a bigger hole.
Ai Compute
16 trends tracked about this subject — the full history, oldest to newest below.
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Business
CoreWeave Earnings Beat Expectations, Assuaging Market Nervousness
CoreWeave's robust earnings beat market expectations, sparking a broader AI cloud stock rally and easing debt concerns.
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Business
Anthropic is still grappling with the economics of compute
7 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
Anthropic 'gobbling up' compute capacity ahead of IPO as commitments reach $807B: report
Anthropic is snapping up billions in compute power as it readies a high‑profile IPO.
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Business
Shopify Stock Plunges. Slowing Merchandise Sales Flash a Warning Sign.
Shopify shares dropped 9% following Q3 misses in revenue and merchandise volume amid rising AI compute costs.
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Business
Inside Anthropic’s Urgent Hunt for A.I. Computing Power
Anthropic is pursuing an aggressive expansion of its computing infrastructure, including plans for $900 billion in AI spending and own data centers.
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Technology
New NVIDIA UEFI GPU Unlocker Brings Up To 75% Higher AI Compute Performance To RTX 20, 30 & 40 Series GPUs On Windows
A new automated UEFI tool allows NVIDIA RTX 20, 30, and 40 series GPU users to bypass Tensor caps for significantly higher AI compute performance on Windows.
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Business
Broadcom Arranges $63 Billion Deal to Finance Anthropic’s Chips
Broadcom has coordinated a $63 billion financing vehicle with major Wall Street banks and Blackstone to fund AI compute chips for Anthropic.
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Technology
NVIDIA GeForce RTX 30 GPUs Get Up To 2X Faster AI Compute Performance With New GPU Unlock Mod, Real-World Gains Of Up To 60%
A new open-source GPU unlock mod is doubling AI compute performance for NVIDIA RTX 20, 30, and 40 series graphics cards by removing firmware throttles.
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Business
The coming futures market in AI compute
Wall Street launches AI‑compute futures as GPU prices tumble, prompting miners to pivot toward new hedging markets.
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Business
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SpaceX CFO Touts New $13 Billion AI Deal, Upcoming Starship Milestones
SpaceX secures a massive compute agreement alongside upcoming Starship milestones.
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Business
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Exclusive | Nvidia Downsizes Plans for $250 Billion Guarantee of OpenAI Data Center
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Mark Zuckerberg Says He's Betting Big on AI Compute Even as Meta's Free Cash Flow Craters. Here's What Investors Should Watch.
Meta CEO Mark Zuckerberg is aggressively investing in AI compute despite a significant decline in the company's free cash flow.
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Business
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Exclusive | Nvidia Bets on Ilya Sutskever’s New AI Lab to Expand Compute Reach
Nvidia commits a substantial investment to Ilya Sutskever’s Safe Superintelligence, promising a ten‑fold boost in AI compute capacity.
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Business
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SpaceX is quietly building an AI compute business that may become key to its eye-popping valuation
SpaceX is reportedly developing an AI compute business utilizing orbital data centers to potentially drive its significant company valuation.
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Business
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Why This AI Data Center Stock Is Surging 25% on an AMD Partnership
Rackspace shares jump 25% as a new AMD AI compute partnership fuels investor optimism