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CoreWeave Stock Performance Plunges 56% as CEO Defends AI Infrastructure Strategy Amid Bubble Fears

CoreWeave has lost 56% of its stock value since its March IPO, with shares dropping from over $150 to around $90. CEO Michael Intrator defends the company's debt-heavy expansion strategy and circular business deals, calling them necessary for disrupting traditional cloud providers. The AI cloud infrastructure provider faces scrutiny over high-interest debt and delays in data center construction.

Business3 sources

CoreWeave Stock Performance Plunges 56% as CEO Defends AI Infrastructure Strategy Amid Bubble Fears

Business3 sources

Brookfield and Qatar form $20 billion joint venture to build AI infrastructure across Middle East

Brookfield Asset Management has partnered with Qatar's Qai to create a $20 billion joint venture focused on developing artificial intelligence infrastructure. The partnership aims to position Qatar as a leading AI hub in the Middle East through an Integrated Compute centre, while also exploring opportunities in select international markets.

Business2 sources

Brookfield and Qatar form $20 billion joint venture to build AI infrastructure across Middle East

Business2 sources

Intel and Tata forge $14 billion partnership to build India's semiconductor manufacturing base

Intel has signed a strategic partnership with Tata Group to manufacture and package semiconductors in India. The $14 billion deal includes building fabrication plants in Gujarat and Assam, plus developing AI PC solutions for India's rapidly growing compute market, projected to become a top-five global market by 2030.

Business6 sources

Intel and Tata forge $14 billion partnership to build India's semiconductor manufacturing base

Business6 sources

Unconventional AI raises $475M to build brain-inspired chips that solve AI's energy crisis

Former Databricks VP Naveen Rao has launched Unconventional AI with a massive $475 million seed round, backed by Jeff Bezos and top venture firms. The startup aims to build analog AI chips inspired by biological systems to tackle AI's growing energy problem. With AI demand set to outpace global energy capacity within 3-4 years, the company is exploring neuromorphic and analog computing approaches that could deliver 1,000 times better efficiency than current silicon.

Startups6 sources

Unconventional AI raises $475M to build brain-inspired chips that solve AI's energy crisis

Startups6 sources

CoreWeave launches $2 billion convertible notes offering to fuel AI infrastructure expansion

AI infrastructure provider CoreWeave announced a $2 billion private offering of convertible senior notes due 2031, marking the latest in a wave of debt-fueled expansion among AI infrastructure companies. The stock dropped as much as 9% as investors weighed future dilution risks against growth potential. The move follows similar financing strategies by Nebius, IREN, and Super Micro Computer.

Business2 sources

CoreWeave launches $2 billion convertible notes offering to fuel AI infrastructure expansion

Business2 sources

BlackRock bets on 'picks and shovels' as AI spending boom shows no signs of slowing

BlackRock's chief investment strategist says the AI infrastructure spending wave is far from peaking, with chipmakers, energy producers, and copper-wire manufacturers positioned as the clearest winners. Tech giants are only beginning to tap credit markets for the next wave of AI growth, with global AI capex projected to reach $5 trillion to $8 trillion by 2030.

Business2 sources

BlackRock bets on 'picks and shovels' as AI spending boom shows no signs of slowing

Business2 sources

Netflix's $82.7 billion Warner Bros. deal is really an AI play to counter Google's chip dominance

Netflix's historic $82.7 billion acquisition of Warner Bros. Discovery isn't just about content—it's a strategic AI play. S&P analyst Melissa Otto reveals the deal targets Google's TPU chip advantage and control over the video corpus needed to train next-generation AI models, as Netflix builds a moat against YouTube's growing dominance in streaming.

Business3 sources

Netflix's $82.7 billion Warner Bros. deal is really an AI play to counter Google's chip dominance

Business3 sources

Apple faces unprecedented talent exodus as OpenAI and Meta raid top engineers and executives

Apple is experiencing a wave of high-profile departures as dozens of engineers and senior executives leave for OpenAI and Meta. The talent exodus includes key leaders in AI, design, and display technologies, raising concerns about Apple's ability to compete in artificial intelligence. With speculation mounting about CEO Tim Cook's retirement and potential departure of chip chief Johny Srouji, the leadership shakeup marks a critical moment for the tech giant.

Business5 sources

Apple faces unprecedented talent exodus as OpenAI and Meta raid top engineers and executives

Business5 sources

HPE misses revenue targets as AI server sales slide on customer delays and supply chain snags

Hewlett Packard Enterprise reported Q4 revenue of $9.68 billion, missing Wall Street's $9.93 billion target, as AI server sales declined 5% to $4.46 billion. The company cuts its guidance for Q1 2026, citing customer delays in AI projects and supply chain issues affecting delivery schedules. Despite booking $2 billion in new AI server orders, HPE's stock fell over 9% as larger government and enterprise customers postpone deployments.

Business2 sources

HPE misses revenue targets as AI server sales slide on customer delays and supply chain snags

Business2 sources

Logitech CEO says AI gadgets are chasing problems that don't exist, focuses on practical integration

Hanneke Faber, Logitech's CEO, criticized standalone AI hardware like the Humane AI Pin and Rabbit R1, calling them solutions looking for problems that don't exist. Instead, Logitech is embedding AI features into traditional peripherals like the MX Master 4 mouse with ChatGPT shortcuts, arguing that phones and PCs already handle what dedicated AI assistants promise.

Technology4 sources

Logitech CEO says AI gadgets are chasing problems that don't exist, focuses on practical integration

Technology4 sources

NTT Data CEO warns AI bubble will burst soon, but predicts stronger rebound than internet era

NTT Data's CEO Abhijit Dubey warns that an AI bubble is forming as infrastructure investments outpace enterprise adoption, leading to data center overcapacity. He predicts a correction within 12 months but expects a massive rebound as corporate demand catches up, calling AI a secular trend with expansion opportunities far exceeding today's IT services market.

Business3 sources

NTT Data CEO warns AI bubble will burst soon, but predicts stronger rebound than internet era

Business3 sources

Microsoft and LG explore partnership for AI data center infrastructure, but no deal signed yet

LG Electronics has confirmed that Microsoft and LG group companies are exploring collaboration on data center technology. The statement came after media reports suggested LG affiliates would supply cooling and energy systems for Microsoft's AI facilities. However, the South Korean tech giant clarified that no specific agreement has been reached.

Business2 sources

Microsoft and LG explore partnership for AI data center infrastructure, but no deal signed yet

Business2 sources

OpenAI NextDC strike $4.6 billion deal to build massive AI data centre in Sydney

ChatGPT maker OpenAI and Australian data centre operator NextDC have signed a memorandum of understanding to develop a $7 billion AI campus in western Sydney. The hyperscale facility will house a GPU supercluster, run entirely on renewable energy, and create thousands of jobs during construction and operation.

Business4 sources

OpenAI NextDC strike $4.6 billion deal to build massive AI data centre in Sydney

Business4 sources

AMD confirms it will pay 15% tax to resume AI chip shipments to China under Trump deal

AMD CEO Lisa Su announced the company has secured U.S. export licenses to ship MI308 AI chips to China and is prepared to pay a 15% tax on these exports. The move follows a Trump administration deal with AMD and Nvidia, though China is simultaneously pushing state-funded data centers to adopt domestically produced AI chips instead of foreign silicon.

Business3 sources

AMD confirms it will pay 15% tax to resume AI chip shipments to China under Trump deal

Business3 sources

Senators Push SAFE Chips Act to Block Advanced AI Chips Sales to China for 30 Months

A bipartisan group of U.S. senators has introduced the SAFE Chips Act to lock in export controls on AI chips from Nvidia and AMD to China for 30 months. The bill would prevent the Trump administration from loosening restrictions, limiting sales to older H20 and MI308 models while China advances its own semiconductor capabilities.

Policy6 sources

Senators Push SAFE Chips Act to Block Advanced AI Chips Sales to China for 30 Months

Policy6 sources

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