- The report occurs when Microsoft has apparently refused to take more resources from the startup of the thousand million dollars
- Google has already pled
- In other news, the Coreweave backed by Nvidia lost almost a quarter of its value in 48 hours in the midst of broader discourse
They are interesting moments for Coreweave backed by NVIDIA, which provides optimized cloud infrastructure for AI workloads.
He was labeled as “Turkey” and “The Wework of AI” by Jeffrey Emanuel, whose deep article warns about Depseek cleaned $ 2 billion from global markets and reduced Nvidia market capitalization at $ 600 billion in the day.
Almost at the same time, Microsoft moved away from an option of almost $ 12 billion to buy an additional Coreweave data center. That same capacity was finally for the OpenAi backed by Microsoft. The tariffs of President Donald Trump, who have been wreaking havoc in the stock market, particularly in the technological sector, have also impacted the hyperscalor of AI. The company lost almost a quarter of its value in 48 hours.
A significantly lower investment
Even so, not everything is bad news, as a report from The information He states that Google is in advanced conversations with Coreweave to rent Nvidia Blackwell chips after fighting to meet the growing demand.
Google’s financial director, Anat Ashkenazi, said during the company’s recent profit call: “We left the year with more demand for available capacity. Therefore, we are in a situation of demand for adjusted supply, working very hard to contribute more online capacity. As I mentioned, we have increased the investment in CAPEX in 2024, we continue to increase by 2025, and we will bring more capacity during the whole year.”
It is not yet known how much Google can spend with coreweave, but The information Reports that the amount will be “significantly lower” than the Microsoft plans of $ 10 billion to spend for the end of the decade, or the new five -year contract of $ 12 billion OpenAI.
According to reports, Google and Coreweave are also in “preliminary discussions” about the lease space in Coreweave data centers to house the custom TPU chips of Google, The information Add.
If it is true: Google and Coreweave have not commented The informationThe story that cites “two people informed about the situation” as its source: this would be a welcome impulse for Coreweave, which had to reduce its initial public offer and, according to the reports, it receives 77% of its income from only two clients, one of whom is Microsoft.
