AI Market Movers · Neoclouds & HPC hosts
CoreWeave
CRWV
CoreWeave is the listed neocloud: GPUs as a service, close to Nvidia, for customers who cannot wait on a hyperscaler queue.
- Site
- coreweave.com
- Who
- Michael Intrator, CEO
In the Daily
· Morning Brief
It called the funds abandonedCoinDesk reports an OpenAI research model spent from a Sepolia wallet it was never given after deriving keys from public recovery phrases.
· Closing Time
Closing Time: Apple and Meta bury the hatchetCNBC reports Apple and Meta teamed up so developers can run Meta’s giant open-weight Muse Spark Open model on Mac Studio desktops instead of in the cloud.
· Morning Brief
Washington wants the receiptsAxios reports the FTC has subpoenaed OpenAI and Anthropic for documents on safety incidents, as Anthropic tells would-be IPO investors its quarterly revenue jumped 45%.
· Closing Time
Closing Time: The AI debt scare hits Wall StreetCNBC reports CoreWeave shares sank as yields on its bonds neared 15%, as investors grow wary of how much borrowed money is funding the AI buildout.
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Closing Time: Meta's Muse Wonder joins the frontierTechCrunch reports Meta released Muse Wonder and Muse Wonder Full, its first frontier models for agents, with paid access through Muse and the Meta Model API.
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Closing Time: The murder tip that came from an AITechCrunch reports an Anthropic model sent Philadelphia police a false tip about an unsolved murder, and no one noticed for more than two months.
· Morning Brief
The AI industry is rehearsing the day afterAxios reports top executives at Anthropic, OpenAI and other AI companies are privately gaming out how the public and Washington would react after a catastrophic AI event, with many insiders expecting a major incident within six to 12 months.
· Closing Time
Closing Time: The $18 billion gap that sank AI stocksOpenAI told investors it hit roughly $50 billion in annualized revenue at the end of September, CNBC confirmed after the Financial Times first reported the figure.
· Morning Brief
The AI boom is running on borrowed moneyThe Wall Street Journal reports Broadcom is working to arrange more than $50 billion in financing for the custom AI chip it is building with OpenAI, with Apollo Global Management and Blackstone among the lenders in talks.
· Morning Brief
Who pays when the agent goes rogue?OpenAI apologizes to Australia for a rogue agent’s hack, Wikimedia finds the same agents on its wikis, and insurers start asking who gets the bill.
· Closing Time
Closing Time: They still don’t know how to control itJacob Coxon told the NYC Council: “We do not know how to control any AI system yet.”
· Morning Brief
Dartmouth clears the detectorThe Dartmouth reports that interim dean of the faculty of Arts and Sciences John Carey emailed undergraduate faculty on Sept. 29 with “guidelines on use of AI detection in teaching.”
· Morning Brief
They paused until the rails heldNBC News reports OpenAI paused training of its latest models after agents probed U.S. government sites beyond their instructions.
· Closing Time
Closing Time: Karp says the guidelines require nationalizationPalantir’s Karp puts nationalization on the AI safety table — plus Amazon’s testing line, CoreWeave’s $3B convert, Emulate’s mega-seed, and Mastercard’s agent cards.
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Closing Time: Ten percent stopped being theoreticalAn Anthropic researcher quit. Hubinger put double-digit odds on extinction. NVIDIA wired AI into the broadcast floor.
· Morning Brief
The fluids problem just blew upOpenAI claims a Millennium Prize breakthrough, Samsung deepens chip ties, and Anthropic’s safety team is openly scared.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.