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#CoreWeave
AI
Meta-Anthropic AI compute lease talks could hit $10bn
Meta-Anthropic AI compute lease talks could reach $10 billion over two years, showing how scarce large-scale AI infrastructure has become.
By Asha Iyer
Enterprise
Meta turns spare AI capacity into a cloud challenge
Meta cloud business plans would turn vast AI infrastructure spend into a revenue line, while giving AWS, Azure and Google Cloud a new rival.
By Soren Chau
Enterprise
BIS says the AI data-centre buildout is becoming a credit story
AI data-centre debt risk is rising as the BIS warns private credit, opaque funding and $1 trillion capex could tighten financing.
By Soren Chau
AI
Modal Labs valued at $4.65 billion after $355m Series C raise
Modal Labs raised US$355 million at a US$4.65 billion valuation, quadrupling its price tag in eight months as serverless GPU inference demand surges alongside AI coding adoption.
By Asha Iyer
