GoKawiil - Tech News

1.

Building a cloud designed for AI (feeds.feedburner.com)

2026-09-17 | tags: coreweave, mike intrator, ai cloud infrastructure

2.

Wall Street weighs prospect of an AI slowdown on data center buildout (cnbc.com)

2026-09-15 | by Seema Mody | get Dell PowerEdge R760 Server → | tags: anthropic, openai, oracle

3.

Conversations from Goldman Sachs' Communacopia: AI blowback, broadband and Disney's free tier (cnbc.com)

2026-09-09 | by Cj Haddad Lillian Rizzo | get Roku Streaming Stick 4K → | tags: coreweave, goldman sachs communacopia, data centers

4.

What execs are talking about at Goldman Sachs' Communacopia: AI, data centers, disruption (cnbc.com)

2026-09-09 | by Cj Haddad Lillian Rizzo | get The Coming Wave Mustafa Suleyman book → | tags: goldman sachs communacopia, coreweave, mike intrator

5.

CoreWeave CEO chalks up public AI pushback to the speed of change: 'And that is frightening' (cnbc.com)

2026-09-09 | by Cj Haddad | get Nexus Yuval Noah Harari book → | tags: coreweave, mike intrator, data centers

6.

How Equinix has found a niche in the multitrillion-dollar AI data center boom (cnbc.com)

2026-09-02 | by Isabel O'Brien Katie Tarasov | get Ubiquiti UniFi Dream Machine Pro rackmount → | tags: equinix, nvidia, hyperscalers

7.

Nvidia's $63 billion stock portfolio is a map of its own supply chain (techspot.com)

2026-08-30 | by Julio Franco | get NVIDIA GeForce RTX 4060 graphics card → | tags: nvidia, intel, spacex

8.

Cramer says investors shouldn't let past market crashes scare them out of today’s winners (cnbc.com)

2026-08-13 | by Alexa Lomonaco | tags: nvidia, cisco, workday

9.

Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback (cnbc.com)

2026-08-12 | by Alexa Lomonaco | tags: intel, super micro, lumenum

10.

CoreWeave Stock Surge Gives the AI Trade a Boost (feeds.content.dowjones.io)

2026-08-12 | tags: coreweave, stock surge, ai trade

11.

CoreWeave gains 19%, Nebius surges 34% in post-earnings neocloud rally (cnbc.com)

2026-08-12 | by Sawdah Bhaimiya Kai Nicol-Schwarz | tags: coreweave, hyperscalers, ai compute

12.

We're encouraged by Wednesday's benign inflation data and strong neocloud earnings (cnbc.com)

2026-08-12 | by Paulina Likos | tags: neocloud, coreweave, nebious

13.

CoreWeave proves Nvidia's aging AI GPUs from 2020 can generate profit nine years after deployment, signs A100 contracts into 2029 — power constraints and legacy infrastructure keep old GPUs profitable (tomshardware.com)

2026-08-12 | by Luke James | tags: nvidia, a100, coreweave

14.

CoreWeave surges 18% after a 'cleaner quarter.' Here's what's happening (cnbc.com)

2026-08-12 | by Sawdah Bhaimiya Kai Nicol-Schwarz | tags: coreweave, hyperscalers, ai compute

15.

CoreWeave surges 23% after a 'cleaner quarter.' Here's what's happening (cnbc.com)

2026-08-12 | by Sawdah Bhaimiya Kai Nicol-Schwarz | tags: coreweave, hyperscalers, ai compute

16.

CoreWeave surges 20% in premarket after a 'cleaner quarter.' Here's what's happening (cnbc.com)

2026-08-12 | by Sawdah Bhaimiya Kai Nicol-Schwarz | tags: coreweave, ai compute, hyperscalers

17.

Inflation data, CoreWeave's revenue surge, election betting and more in Morning Squawk (cnbc.com)

2026-08-12 | by Alex Harring | tags: coreweave, jpmorgan, spx

18.

CoreWeave surges 18% in premarket after a 'cleaner quarter.' Here's what's happening (cnbc.com)

2026-08-12 | by Sawdah Bhaimiya Kai Nicol-Schwarz | tags: coreweave, ai compute, hyperscalers

19.

CoreWeave Shares Jump as Revenue Doubles From Year Earlier (feeds.content.dowjones.io)

2026-08-11 | tags: coreweave, cloud computing, ai-bubble

20.

CoreWeave stock pops 14% as revenue doubles on accelerating AI infrastructure demand (cnbc.com)

2026-08-11 | by Jordan Novet | tags: coreweave, ai infrastructure, nasdaq

21.

CoreWeave stock pops 13% as revenue doubles on accelerating AI infrastructure demand (cnbc.com)

2026-08-11 | by Jordan Novet | tags: coreweave, ai infrastructure, nasdaq

22.

CoreWeave Shares Jump 12% as Revenue Doubles From Year Earlier (feeds.content.dowjones.io)

2026-08-11 | tags: coreweave, cloud computing, ai-bubble

23.

CoreWeave stock pops 12% as revenue doubles on accelerating AI infrastructure demand (cnbc.com)

2026-08-11 | by Jordan Novet | tags: coreweave, ai infrastructure, nvidia

24.

CoreWeave Reports New Revenue High of $2.6 Billion as Sales Backlog Grows (feeds.content.dowjones.io)

2026-08-11 | tags: coreweave, revenue, cloud computing

25.

How Leopold Aschenbrenner built a $45 billion AI hedge fund — and lost most of it in days (cnbc.com)

2026-07-31 | by Hugh Son | tags: openai, situational awareness, sk hynix

26.

Commodification of Intelligence: Good, Bad, and Ugly Circular AI Deals (news.ycombinator.com)

2026-07-29 | tags: openai, microsoft, nvidia

27.

Moody's says 'unprecedented' AI spending threatens credit quality of Amazon, Meta, Alphabet and others (cnbc.com)

2026-07-24 | by Hugh Son | tags: amazon, alphabet, meta

28.

CoreWeave’s AI-Native Cloud Faces the Storm (feeds.content.dowjones.io)

2026-07-21 | tags: coreweave, ai-native cloud, michael intrator

29.

A single AI agent conversation can look perfect and still be broken, leaders from LangChain, Conviva and CoreWeave said at VB Transform 2026 (venturebeat.com)

2026-07-20 | tags: langchain, conviva, coreweave

30.

Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom (news.ycombinator.com)

2026-07-11 | tags: billion, cash, coreweave