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Contracts to supply computing power for artificial-intelligence calculations have become such a fixture of the craze that whole industries have begun reorganizing around them. AI suppliers say these arrangements give them unprecedented visibility into their future revenue, allowing them to wow investors with promises of bumper sales and profits ahead. Memory suppliers and their customers have sought out longer-dated deals in recent months.

Chip and AI-linked stocks have whacked in recent weeks after a sharp run-up, while inflation concerns, the U.S.-Iran conflict, and stretched valuations have also weighed on sentiment.

CoreWeave's revenue has grown roughly fivefold over eight quarters, while Applied Digital's trajectory remains uneven despite recent acceleration.

The AI cloud provider's slide has less to do with demand than with what its growth costs.

CoreWeave may be looking to reduce risk on memory pricing.

Meta Platforms Inc. (NASDAQ: $META) is in talks to lease as much as $10 billion of computing capacity to Anthropic,...

CoreWeave (NasdaqGS:CRWV) is exploring the use of financial derivatives to manage memory chip price risk tied to its long-term supply contracts. The company has launched a US$2.6b term loan to fund additional GPU purchases as it expands its AI infrastructure footprint. CoreWeave focuses on cloud infrastructure tailored for AI workloads, where access to GPUs and high bandwidth memory is a key input cost. The move to consider derivatives for memory chip pricing sits alongside long-term...

The two sides are negotiating an arrangement under which SpaceX would provide computing capacity to the department at a cost of up to several billion dollars, according to a report in the Wall Street Journal.

Investing.com -- SpaceX caught a fleeting intraday bid Friday afternoon, paring some losses after the Wall Street Journal reported the aerospace giant is in talks to supply billions of dollars in AI computing power to the Pentagon. However, the spike was short-lived and offered little respite from the stock’s recent weakness, with shares ultimately remaining down 4.4%. The real market action happened elsewhere. While SpaceX investors largely faded the headline, traders zeroed in on a critical de

July 17 (Reuters) - Elon Musk's SpaceX is in talks to provide the U.S.

Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to ‌data center capacity worth billions of dollars to run ‌AI models, the Wall Street Journal reported on Friday, citing people familiar ​with the matter. Such an agreement would extend the Pentagon's existing relationship with SpaceX, a key partner for rocket launches and satellite-based communications and missile tracking. According to the report, SpaceX employees have discussed ‌plans to compete ⁠more directly with neocloud firms such as CoreWeave by selling computing capacity to AI customers at lower ⁠prices.

Nebius stock cratered 14% on Thursday as investors punished the AI neocloud for a financing question it could not answer. A Friday announcement changed the math entirely, and the structure it revealed may rewrite how the whole sector funds its GPU buildout.

Meta Platforms is in talks to lease computing power to Anthropic ‌in a potential deal worth as ‌much as $10 billion over two years, the New York ​Times reported on Friday, citing three people with knowledge of the discussions. Such a deal would help Meta ⁠diversify beyond its core advertising business by generating new revenue from its infrastructure investments and ​directly pitting ​it against CoreWeave and ​Nebius, as growing ‌adoption of advanced tools drive up the need for computing capacity. Anthropic had proposed the deal in June and Meta is considering it, the report said.

CoreWeave has launched a $2.6 billion first-lien delayed-draw term loan (DDTL) to support the acquisition and installation of graphics processing units (GPUs), according to sources. A lender call is scheduled for 10 a.m. ET Monday, July 20, and commitments are due by noon ET Thursday, July 30. Price talk for the DDTL maturing in September 2031 is S+425-450, with a 0% floor and an OID of 99. That works out to a yield to maturity of 8.53%-8.79%. The DDTL is available until December 2026, with an u

Micron just locked in five-year supply deals at historically high DRAM prices while a major AI cloud buyer quietly bets those same prices are about to fall. One of them is going to be very wrong.

CoreWeave has lost nearly half its value in a year while one analyst just reaffirmed a price target that implies 243% upside, and his reasoning hinges on a single contractual clause that most investors seem to be ignoring.

Micron has completed SCAs with seven tier 1 automotive suppliers, including Qualcomm. Here’s what these agreements really mean for MU shares in the second half of 2026.

Nebius just unveiled an asset-light pivot designed to outmaneuver CoreWeave and the miner-to-AI crowd, yet the stock is cratering anyway. Here is what the selloff reveals about which neocloud models can actually survive the derating.

Micron Technology has become a key artificial-intelligence trade bellwether. Now analysts are trying to game out what peak earnings will look like for Micron if the AI cycle continues. A Trivariate Research analyst team, led by Adam Parker, on Thursday called Micron “the most important stock in the market,” writing that shares of the memory-chip maker have become a “proxy for the AI cycle and risk-taking.”

A contract with a key customer could be in jeopardy.

Oracle has shed a third of its value in weeks, and the obvious alternatives are moving in opposite directions. Before rotating into Cloudflare, CoreWeave, or Snowflake, investors need to understand which of these names actually offers shelter and which carries even more risk.

NBIS' new asset-light AI cloud model lets partners fund data centers, helping it scale global capacity faster while preserving cash.

The Nasdaq composite is down more than 1% this morning. Here are the stocks on the index that are getting hit hard: 💾 Chips, memory makers: Sandisk, Micron, AMD, SK Hynix's ADRs, Intel, Western Digital, Seagate, Arm, Broadcom, Nvidia and Marvell are all deep in the red.

Micron stock is down 20% over the past month and there are a few factors hitting the memory-chip company.

The backlog is enormous. So are the losses and the capital bills behind it.

An 8-gigawatt portfolio would ensure CoreWeave's path to a $1 trillion valuation, but financial realities can foil those plans.

Shares of memory chips maker Micron (NASDAQ:MU) fell 8.2% in the afternoon session after concerns grew over intensifying competition from a major Chinese rival amid expectations of weaker memory chip pricing.

CoreWeave stock has dropped sharply over the past year, yet current valuation checks and market multiples send a mixed message about how attractive the shares really look at today’s price. CoreWeave has fallen 43.1% over the past year, which puts the recent selloff at the center of the valuation debate. On the upside, a large committed backlog and long term power agreements can support long run revenue expectations, while legal action, high debt levels and customer concentration may weigh on...

The artificial-intelligence-driven data center boom has been lifting the American economy, and sparking political blowback.

TeraWulf is uniquely exposed to New York’s data-center moratorium, but Wall Street doesn’t see any real threat.