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.
#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
qwant news | What Jensen Huang Said That Nobody Noticed
AI generated summary, Read the full article for complete information.
Nvidia’s chief executive Jensen Huang used the company’s latest earnings report—$81.6 billion in revenue, an 85 % year‑over‑year jump, and guidance of $91 billion plus an $80 billion buyback—to declare that demand for “agentic AI” has gone parabolic, noting that while traditional hyperscale data‑center revenue grew 12 % quarter‑over‑quarter, Nvidia’s new “AI Clouds, Industrial and Enterprise” (ACIE) segment surged 31 % quarter‑over‑quarter, signalling a broadening AI infrastructure wave. The article also references several expert takes on the shift: Jonathan Rose’s “Four Tells” framework flagging Palantir as risky despite a recent earnings beat; his and Marc Chaikin’s “Convergence Trigger” pointing to quantum‑computing stocks; Luke Lango’s upgrade of CoreWeave to “Buy” after Huang highlighted the company’s role in AI compute; and Brian Hunt’s warning that the explosion of AI agents will fuel fraud, with Mitek positioned to protect against such threats. Together, these perspectives illustrate a massive capital reallocation toward AI infrastructure and the emerging challenges it brings.
Read more: https://investorplace.com/2026/05/huang-said-that-nobody-noticed/
#JensenHuang #Nvidia #Palantir #CoreWeave #Anthropic #JonathanRose #MarcChaikin #LukeLango #BrianHunt
The Daily Beast Latest Articles | Trump Cashed In One Day After Handing Tech Firm Major Deal by Will Neal, Tom Latchem
AI generated summary, Read the full article for complete information.
Donald Trump bought CoreWeave AI bonds worth up to $1 million in the week before the Department of Energy announced the firm’s inclusion in the White House “Genesis Mission” AI program—a disclosure that caused the company’s stock to jump about 20 percent—and then sold those bonds the next day for a value in the $1‑$5 million range, a profit that raised conflict‑of‑interest concerns. The transactions, revealed through his financial disclosures and investigated by the Daily Beast and PunchUp, occurred amid broader criticism that his administration’s deregulatory AI policies benefit his and his family’s sizable tech holdings. Trump’s net worth has risen to roughly $6.5 billion, driven largely by gains in technology assets, while his organization maintains that investment decisions are made by independent managers without his input.
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)
US Top News and Analysis | Here are Friday's biggest analyst calls: Nvidia, Apple, Roku, Reddit, Rivian, CoreWeave, Hershey, UnitedHealth & more
AI generated summary, Read the full article for complete information.
The article – published on May 1, 2026 – lists Friday’s top Wall Street analyst calls, summarizing upgrades, downgrades and price‑target changes for a wide range of stocks. Bank of America reiterated a “buy” on Apple and raised its target for Roku, while downgrading Roblox to neutral. Citi upgraded CoreWeave to “buy,” and Barclays lifted SanDisk to overweight and Pilgrim’s Pride to overweight despite a lower target. Morgan Stanley named Reddit and Paramount Skydance overweight, upgraded Caterpillar to equal‑weight and TKO to overweight, but downgraded e.l.f. Beauty. Needham initiated Alpha & Omega Semiconductor with a buy rating, and Jefferies launched Suncrete as a buy. TD Cowen upgraded Hershey to buy, Goldman Sachs added UnitedHealth and Interactive Brokers to its conviction list, and JPMorgan made Arrow Pharmaceuticals overweight. BMO upgraded Air Products and Willis Towers Watson to outperform, while Oppenheimer initiated Dutch Bros as outperform. Rothschild & Co. opened coverage with buys on Celestica, Credo, Coherent and Lumentum; Deutsche Bank kept Rivian a buy; Wolfe started Rubrik as outperform; Evercore reiterated Nvidia as outperform; and Stifel initiated Septerna as a buy. The piece provides a concise snapshot of the day’s most notable analyst recommendations across technology, consumer, industrial and health‑care sectors.
Read more: https://www.cnbc.com/2026/05/01/friday-top-analyst-calls-like-apple-nvidia.html
US Top News and Analysis | Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand
AI generated summary, Read the full article for complete information.
In the first quarter, the three leading cloud providers all surpassed analyst expectations, with Google posting the most striking growth—its cloud revenue jumped 63% to $20.03 billion, the fastest expansion since the segment was separated in 2020. Amazon Web Services saw a 28% increase to $37.6 billion, while Microsoft’s Azure and other cloud services rose 40%, beating estimates. The surge is driven by soaring demand for artificial‑intelligence models and services, as Google pushes its Gemini AI and tensor‑processing units, Amazon expands its Bedrock AI platform, and Microsoft reports a doubling of customers using Anthropic and OpenAI models. Together, the trio expects to spend nearly $600 billion on capital expenditures this year, even as smaller “neocloud” players capture about 5% of the market.
Read more: https://www.cnbc.com/2026/04/30/google-microsoft-and-amazon-all-report-cloud-beats-in-earnings.html
#Google #Amazon #Microsoft #SundarPichai #OpenAI #Anthropic #Nvidia #SynergyResearch #CoreWeave #Nebius #
US Top News and Analysis | Here are Wednesday's biggest analyst calls: Palantir, CoreWeave, Robinhood, Victoria's Secret, Starbucks & more
AI generated summary, Read the full article for complete information.
Wednesday’s analyst roundup highlighted several notable upgrades and reiterations. Morgan Stanley kept Starbucks overweight, citing an improving story despite ongoing earnings‑power debates, while Bernstein reiterated Robinhood as outperform, noting the stock’s bottoming in Q1 and a strong April. Wells Fargo raised CoreWeave to overweight with a higher price target, viewing it as the leading “pick‑and‑shovel” AI infrastructure play. Morgan Stanley also reaffirmed an overweight stance on Galaxy Digital after crypto‑market relief. Loop upgraded MaxLinear to buy, Loop initiated Legence Corp, and Stifel moved Crane to buy, both pointing to strong growth potential. JPMorgan upgraded Telecom Argentina to overweight, expecting consolidation benefits, and KeyBanc lifted Zeta to overweight, citing AI tailwinds. Other upgrades included Baird’s outperform on Qiagen, Bank of America’s buy ratings on Victoria’s Secret, Radian Group and several health‑care stocks, and Rosenblatt’s buy on Spotify following solid earnings. Several firms also initiated coverage, such as Evercore ISI on Standard Lithium and BTIG on Hyperfine, indicating confidence in their growth trajectories.
Read more: https://www.cnbc.com/2026/04/29/wednesday-biggest-stocks-by-analyst-calls.html
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.
John Leonard
BuySellRam.com
The Bad Place
Pivot to AI [Unofficial]
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