cloud

CoreWeave Eyes $12.4 Billion Revenue Year as GPU Advantage Meets Its Durability Test

CoreWeave grew from $1.92 billion in 2024 revenue to $5.13 billion in 2025 and now targets $12.4 to $13.2 billion in 2026, but analysts say the real test is converting GPU scarcity into lasting customer loyalty.

Cloud & Infrastructure · 8 HOURS AGO · 3 min

Cloud & Infrastructure

Akamai Signs $11.6 Billion Computing Deal With Anthropic, Shares Jump 20%

Akamai Technologies announced a seven-year, $11.6 billion cloud infrastructure contract with Anthropic, the largest deal in the company's history.

Cloud & Infrastructure · 2 DAYS AGO · 2 min

Artificial Intelligence

AI Bills Are Arriving and Enterprises Are Not Ready for Them

Budget overruns, runaway token costs, and poor spending visibility are pushing companies to rethink AI adoption. Uber burned through its entire 2026 AI budget by April.

Artificial Intelligence · 5 DAYS AGO · 3 min

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cloud

CoreWeave Eyes $12.4 Billion Revenue Year as GPU Advantage Meets Its Durability Test

Akamai Signs $11.6 Billion Computing Deal With Anthropic, Shares Jump 20%

AI Bills Are Arriving and Enterprises Are Not Ready for Them

Stripe's OpenRouter Bet Signals a New Era in AI Model Routing

Ellison Cancels $7.5 Billion Oracle Stock Sale One Day After Disclosure

MongoDB Posts 30% Revenue Growth and Record Customer Adds, Then Watches Its Stock Drop 13%

Nvidia Takes Minority Stake in Data Center Site Developer Cloverleaf Infrastructure

Nvidia and Six Wall Street Giants Target $500 Billion to Fund Global AI Infrastructure

Anthropic Signs $10B, Six-Year Compute Deal with AI Cloud Startup Volta

Groundcover Raises $100M to Keep AI Agent Telemetry Inside Your Cloud

Nscale Acquires Anyscale for $1.65B to Build Full-Stack AI Cloud

On-Prem Infrastructure Is Staging a Real Comeback, Driven by AI Costs and Cloud Security Fears

AWS Expands Security Hub With Azure Monitoring, AI Threat Detection, and Multicloud Controls

Microsoft Signs Multibillion-Dollar Deal With Mistral AI to Power Azure in Europe

AWS Billing Bug Shows Some Customers Trillions in Phantom Charges

Enterprises Are Spending Billions on AI Compute They Cannot Track or Justify

Together AI Raises $800M Series C as Open-Weight AI Becomes Enterprise Infrastructure

86% of Enterprises Run GPUs at Half Capacity or Less as AI Buildout Costs Soar

Anthropic Signs $19B, 20-Year Data Center Lease with TeraWulf in Kentucky

SoftBank Launches SB Neo to Sell AI Compute to US Hyperscalers

SoftBank Commits €75 Billion to Build French Data Centers for AI Infrastructure