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Is Backblaze’s CoreWeave AI Storage Megadeal Reshaping The Investment Case For BLZE?
Simply Wall St.52d agoneutral
Is Backblaze’s CoreWeave AI Storage Megadeal Reshaping The Investment Case For BLZE?

On 23 June 2026, Backblaze, Inc. announced a multi-exabyte, US$335 million agreement to supply cost-efficient HDD-based cloud storage that underpins CoreWeave, Inc.’s AI Object Storage infrastructure across performance tiers. A distinctive aspect of this deal is that CoreWeave customers gain immediate access to new storage tiers without changing any application code, highlighting how deeply Backblaze’s platform is being integrated into AI workflows. Next, we’ll examine how this multi-exabyte...

CoreWeave (CRWV) Expands Into Europe With Stockholm AI Cloud Deal
Simply Wall St.53d agoneutral
CoreWeave (CRWV) Expands Into Europe With Stockholm AI Cloud Deal

CoreWeave (NasdaqGS:CRWV) agreed a major co-location deal with Conapto in Stockholm to expand its AI cloud infrastructure into Europe. The Swedish deployment is designed to provide scalable, high-performance AI compute capacity powered by renewable energy. The buildout will use advanced NVIDIA architectures and follows recent benchmark results that place CoreWeave’s AI infrastructure among industry leaders. The expansion is aimed at serving growing demand from European AI developers and...

Dell (DELL) Launches PowerEdge XE8812 To Push Deeper Into Rack Scale AI
Simply Wall St.53d agoneutral
Dell (DELL) Launches PowerEdge XE8812 To Push Deeper Into Rack Scale AI

Dell Technologies (NYSE:DELL) has introduced the PowerEdge XE8812 server featuring NVIDIA Vera Rubin NVL4 architecture. The system is designed for high performance AI, scientific and engineering workloads with direct liquid cooling. This launch positions Dell within the emerging shift from standalone GPU servers to integrated, rack scale AI infrastructure. The company is supplying systems to large AI and supercomputing customers, including CoreWeave and Lawrence Berkeley National...

Zscaler (ZS) Expands Project AI-Guardian to Provide Unified Security for Enterprise AI Ecosystems
Insider Monkey54d agoneutral
Zscaler (ZS) Expands Project AI-Guardian to Provide Unified Security for Enterprise AI Ecosystems

Zscaler Inc. (NASDAQ:ZS) is one of the most promising long-term stocks to buy according to analysts. On June 9, Zscaler expanded its Project AI-Guardian initiative by integrating its Zero Trust Exchange and AI Protect portfolio with a broad ecosystem of technology partners. This collaboration aims to provide a unified security framework for enterprise AI, allowing […]

Rise of the Managed Intelligence Provider: Pax8 CPO Libby McIlhany, COO Craig Donovan, Live from Pax8 Beyond 2026
Exec Edge54d agoneutral
Rise of the Managed Intelligence Provider: Pax8 CPO Libby McIlhany, COO Craig Donovan, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Libby McIlhany, Chief Product Officer and Craig Donovan, Chief Operating Officer, at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how AI is transforming the managed services industry, the company’s […] The post Rise of the Managed Intelligence Provider: Pax8 CPO Libby McIlhany, COO Craig Donovan, Live from Pax8 Beyond

Jim Cramer Shares Why He’s A Believer In CoreWeave (CRWV)
Insider Monkey54d agoneutral
Jim Cramer Shares Why He’s A Believer In CoreWeave (CRWV)

We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. CoreWeave Inc. (NASDAQ:CRWV) is one of the stocks discussed by Jim Cramer. AI computing infrastructure provider CoreWeave Inc. (NASDAQ:CRWV) is one of Jim Cramer’s favorite stocks. The shares are down by 35% over the past year and are up […]

Dell’s AI-Focused Spending Spree and New Debt Financing Could Be A Game Changer For Dell Technologies (DELL)
Simply Wall St.55d agoneutral
Dell’s AI-Focused Spending Spree and New Debt Financing Could Be A Game Changer For Dell Technologies (DELL)

Dell Technologies recently completed several fixed-income offerings totaling about US$3.0 billion in senior unsecured notes maturing between 2031 and 2037, secured a new US$6.0 billion revolving credit facility, and affirmed a quarterly dividend of US$0.63 per share payable on July 31, 2026. At the same time, Dell is expanding its role in AI infrastructure by launching Vera Rubin–based PowerEdge servers, shipping rack-scale AI systems to partners like CoreWeave, and collaborating with AMD...

CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut
24/7 Wall St.55d agobearish
CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut

Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is usually a bullish catalyst into a textbook sell-the-news reaction. CoreWeave stock isn’t moving alone. Nebius Group (NASDAQ:NBIS) stock is dipping 1% to $283.50, ... CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut

Micron, Anthropic sign AI infrastructure supply agreement
Reuters55d agoneutral
Micron, Anthropic sign AI infrastructure supply agreement

Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply ‌of memory and storage products, and a strategic investment ‌in the IPO-bound AI company's latest funding round. AI developers are racing to secure ​critical components for increasingly expensive data-center buildouts, while memory makers look to tap into the soaring demand for high-bandwidth memory and storage used in training and running advanced AI models. "Our compute strategy depends ‌on getting every layer ⁠of the stack right, and memory and storage are central to how efficiently we can train ⁠and serve Claude," said Tom Brown, Anthropic's co-founder and chief compute officer.