RT @NVIDIAAIInfra: 👏 @CoreWeave ist der erste Cloud-Anbieter, der die NVIDIA Vera Rubin NVL72 in Betrieb genommen und validiert hat. Training von MoE-Modellen mit nur einem Viertel der GPUs. Inference zu einem zehntel der Kosten pro Token im Vergleich zu NVIDIA Blackwell. Erfahren Sie mehr ⤵️ CoreWeave (@CoreWeave) Wir sind der erste Cloud-Anbieter, der @nvidia Vera Rubin NVL72 in Betrieb genommen und validiert hat. Nicht nur die Hardware. Der gesamte Stack: softwaredefinierte Flüssigkeitskühlung (Valvey), einheitliche Rack-Steuerung (Racky), CoreWeave Mission Control über die gesamte Flotte. Lesen Sie den Blog: utm.io/uqEQP Video — https://nitter.net/CoreWeave/status/2067257727550636116#m

mehr auf Arint.info

#AIInfrastructure #CloudComputing #CoreWeave #MoEModels #NVIDIA #VeraRubin #arint_info

https://x.com/NVIDIAAIInfra/status/2067272920448348441#m

Computing’s sustainability research examines AI-native clouds CoreWeave and Nscale. Both are young companies; both have a crypto-mining heritage; and both are very shy about publishing sustainability data.

https://www.computing.co.uk/research/2026/ai-cloud-boom-who-is-counting-the-cost?utm_source=mastodon_org&utm_medium=post&utm_campaign=June_AICloud

#technews #nscale #coreweave #datacenter #ai #green #sustainability

Dell just had its biggest single-day stock gain ever — up ~32% — after AI server revenue grew 757% to $16.1B. But "Dell AI server" is really one product: the PowerEdge XE9712 (NVIDIA GB200/GB300 NVL72). And the main buyers aren't AWS or Google — they're neoclouds like CoreWeave and Nscale.

https://www.buysellram.com/blog/dell-ai-server-757-percent-powerede-lineup/

#DellTechnologies #DellAI #PowerEdge #NVIDIA #AIServers #AIInfrastructure #DataCenter #EnterpriseIT #ITAD #CoreWeave #Blackwell #GB200 #tech

Banks turn data centre loans into 2008-style financial time bombs

https://fed.brid.gy/r/https://pivot-to-ai.com/2026/05/11/banks-turn-data-centre-loans-into-2008-style-financial-time-bombs/

“Banks are hunting for new ways to offload risks tied to a glut of data centre debt as the race to build #AIInfrastructure stretches financing limits among the largest global lenders. Groups including JPMorgan Chase, Morgan Stanley and SMBC are trying to find ways to distribute portions of data centre-related deals to a broader range of investors, according to people familiar with the matter.

Lenders are exploring private deals to sell stakes in the #debt as well as so-called risk transfers to reduce exposure to big borrowers and free up capacity for more lending. The efforts showcase the unprecedented scale of #borrowing that underpins the #AI sector and the pressure it is putting on lenders. #Oracle and #CoreWeave, two data centre operators, have borrowed hundreds of billions to build sites across the #USA for #AILabs.”

#ArtificialIntelligence / #Banking / #capacity / #profit <https://archive.md/GoRyM> / <https://ft.com/content/08aba5e4-5834-4e79-a48d-989a2c5bad0f> (paywall)

A report suggesting that OpenAI missed some of its key targets has caused shares in companies with the largest stakes in AI’s most prominent player to drop.

https://www.computing.co.uk/news/2026/ai/openai-report-causes-stock-market-jitters?utm_source=mastodon_org&utm_medium=post&utm_campaign=Apr_openai

#openai #ai #oracle #coreweave #softbank #arm #ai #technews

From Google's newly invented carbon metric to two key AI clouds that publish no environmental data at all, the Computing annual sustainability audit goes under the AI microscope. Penny Horwood explains how – and why.

https://www.computing.co.uk/research/2026/ai-cloud-boom-who-is-counting-the-cost?utm_source=mastodon_org&utm_medium=post&utm_campaign=Apr_Cloud

#greenwashing #google #meta #microsoft #datacenter #oracle #technews #cloud #nscale #coreweave #ai

GPU 공급 부족이 만드는 AI 2계층, 개발자가 알아야 할 변화

https://aisparkup.com/posts/11419

Samsung Electronics' Cross-Company Union has declared a May 21 general strike, demanding 15% of operating profit as bonuses — totaling 45 trillion ...

Samsung Electronics' Cross-Company Union has declared a May 21 general strike, demanding 15% of operating profit as bonuses — totaling 45 trillion won, or 580 million won per member.#SamsungElectronicsunion #generalstrike #performancebonus #KOSPImarginloans #leveragedinvestment #AIpivot #CoreWeave #Allbirds #ELWcontroversy
Samsung Union Declares May General Strike Over 45 Trillion Won Bonus Demand