CoreWeave
Company — Reporting on CoreWeave, its technology, products and business. Aliases: CoreWeave; Core Weave.
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At a glance
CoreWeave provides cloud infrastructure for AI workloads. Coverage follows GPU capacity, data centers and the economics of AI computing.
- Focus
- GPU cloud; data centers; AI infrastructure
- Reference
- CoreWeave
Sources checked . Selected company background and milestones.
Company milestones
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Good Morning, AI Enthusiasts!
AI is now a redistribution system for compute, labor, and decision-making. Everything else is just a side effect.
TOKEN
Meta Nukes the AI Market
👀 What's happening: Bloomberg reports Meta is building "Meta Compute," a cloud business selling access to its AI compute infrastructure and models, five weeks after Zuckerberg called it "on the table." Meta jumped 8.81%, and the AI supply chain cratered. The Philadelphia Semiconductor Index fell over 6%. Micron dropped over 12%, SanDisk over 11%, Intel over 7%. The neocloud players got hit hardest: Nebius sank over 14.5%, CoreWeave over 13%. The frontier's biggest spender just signaled it might have compute to spare.
🌍 How this hits reality: The entire neocloud trade rests on one assumption, that GPU supply is scarce and someone must broker it. CoreWeave and Nebius buy chips wholesale and resell at a markup. Micron's 196% revenue jump priced in a buildout that never slows. Meta, which 2026 CapEx guidance runs $125 to $145 billion, hyperscaler-scale spending pointed largely at AI infrastructure, entering as a seller detonates that premise. If the biggest buyer expects a surplus, the shortage was never permanent.
🛎️ Key takeaway: When the largest buyer starts rehearsing as a seller, the scarcity everyone was priced on may be the real bubble.
Meta Nukes the AI Market
👀 What's happening: Bloomberg reports Meta is building "Meta Compute," a cloud business selling access to its AI compute infrastructure and models, five weeks after Zuckerberg called it "on the table." Meta jumped 8.81%, and the AI supply chain cratered. The Philadelphia Semiconductor Index fell over 6%.
CoreWeave: Meta Nukes the AI Market
CoreWeave and Nebius buy chips wholesale and resell at a markup. Micron's 196% revenue jump priced in a buildout that never slows. Meta, which 2026 CapEx guidance runs $125 to $145 billion, hyperscaler-scale spending pointed largely at AI infrastructure, entering as a seller detonates that premise.
PRIVACY
Censorship Just Became a Market
👀 What's happening: Venice, a privacy-focused AI startup founded by ShapeShift creator Erik Voorhees and cloud entrepreneur Jesse Proudman, just raised $65 million at a $1 billion valuation. It pitches itself as a private, unrestricted alternative to ChatGPT and Claude, routing users across more than 200 models for text, image, video, and audio. Venice says it has 3.5 million registered users, processes 1.3 trillion tokens a month, and turned profitable in the first quarter, all while promising not to log prompts and stripping out many of the filters mainstream AI products impose.
🌍 How this hits reality: Venice is not really selling a better model. It is selling relief from the nanny layer. The big labs trained users to expect that every serious question, medical, legal, sexual, political, arrives pre-screened by someone else's policy stack. Venice cuts that stack down close to the legal floor and turns privacy into the rest of the pitch. That is a real market signal: enough people now experience mainstream AI less as intelligence and more as supervised speech.
🛎️ Key takeaway: Venice did not build a new frontier model. It built a business on the idea that AI censorship itself had become the product gap.
PREVIEW
OpenAI Is Launching a Pad
👀 What's happening: OpenAI teased "Codex Micro," its first real hardware product, launching July 15. The shortcut keyboard is co-built by Work Louder, a Canadian-Italian macro-pad maker. The hardware looks a lot like Work Louder's existing Creator Micro 2, joystick and all, with OpenAI's branding on top. A spokesperson said it is "designed to supercharge people's codex usage." It is not the Jony Ive device.
🌍 How this hits reality: Leave it to OpenAI to turn a keyboard into a countdown. And from the teaser, the thing looks genuinely unremarkable, unless the keys really can touch something a normal macro pad can't, live session sync, agent control, jumping between parallel Codex jobs. Anything short of that, and the frontier lab's debut device is a keybinding you could set yourself for free.
🛎️ Key takeaway: OpenAI's first hardware for now looks like someone else's macro pad with a logo glued on. The frontier lab teasing merch and calling it a Codex upgrade.
OpenAI Is Launching a Pad
👀 What's happening: OpenAI teased "Codex Micro," its first real hardware product, launching July 15. The shortcut keyboard is co-built by Work Louder, a Canadian-Italian macro-pad maker. The hardware looks a lot like Work Louder's existing Creator Micro 2, joystick and all, with OpenAI's branding on top.
FUTURE
The Job Title Is Melting
👀 What's happening: Boris Cherny, who leads Anthropic's Claude Code, argues the old roles are dissolving. Engineering, product, design, and data science are melting into one another. Looking at his own team, he sees five archetypes instead of job titles: the prototyper who churns out ideas that mostly die, the builder who ships them to production, the sweeper who deletes and simplifies, the grower who chases product-market fit, and the maintainer who keeps a mature system alive at scale. He notes the archetypes ignore function entirely. Some designers are prototypers, some engineers are sweepers.
🌍 How this hits reality: For decades the org chart sorted people by craft, engineer here, designer there, PM in between. That worked when execution was the bottleneck and each craft was a scarce skill. AI just collapsed the cost of execution. When anyone can generate a prototype or ship production code with an agent, the scarce thing is no longer the skill, it's knowing which phase the product is in and having the instinct for that phase. Cherny's five types are really five instincts, and a healthy team is a mix tuned to the product's maturity, not a roster of job functions.
🛎️ Key takeaway: When AI can do any craft, what you're good at matters less than when you're good at it.
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DAILY TL;DR
- Cloudflare moved to make AI crawlers pay publishers for content, turning the open web into a licensing fight over model training and answers.
- Anthropic restored Fable 5 and Mythos 5, saying new classifiers, a jailbreak framework, and government cooperation address the earlier safety concerns.
- SpaceX is reportedly building an AI device prototype with xAI, hinting that Musk may push Grok into consumer hardware.
- OpenAI was sued by a California man who says ChatGPT-4o escalated a manic episode, adding pressure around AI mental-health safety.
- Meta contractors reportedly posed as teens to test rival chatbots on sex, drugs, and self-harm prompts, exposing how messy AI safety benchmarking has become.
- Anthropic launched Claude Science, betting pharma and research teams want AI workflow tools more than another generic model.
- Wayve opened an $85 million employee tender offer at an $8.5 billion valuation, showing autonomous-driving AI still has investor heat.
- U.S. Energy Department downplayed data-center power and water fears, signaling political support for the AI infrastructure boom.
- Anthropic is rolling back Claude Code tracking code aimed at China-linked AI users.
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Good Morning, AI Enthusiasts!
AI appears to be rapidly increasing its presence in many areas of life. Besides cloud computing, we may soon see commercial AI in robotics and manufacturing.
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BUSINESS
OpenAI Signs $12 Billion Deal with CoreWeave
OpenAI announced a monumental $12 billion partnership with CoreWeave, a rapidly growing AI infrastructure provider. The deal, valued at $11.9 billion over five years, is poised to reshape the AI infrastructure ecosystem. Here are the Key Benefits of the OpenAI and CoreWeave Partnership:
OpenAI Signs $12 Billion Deal with CoreWeave
OpenAI announced a monumental $12 billion partnership with CoreWeave, a rapidly growing AI infrastructure provider. The deal, valued at $11.9 billion over five years, is poised to reshape the AI infrastructure ecosystem. Here are the Key Benefits of the OpenAI and CoreWeave Partnership:
OpenAI Signs $12 Billion Deal with CoreWeave
OpenAI announced a monumental $12 billion partnership with CoreWeave, a rapidly growing AI infrastructure provider. The deal, valued at $11.9 billion over five years, is poised to reshape the AI infrastructure ecosystem. Here are the Key Benefits of the OpenAI and CoreWeave Partnership:
For OpenAI:
- Diversification of Cloud Infrastructure: Reduces reliance on Microsoft Azure by incorporating CoreWeave as an additional infrastructure provider.
- Access to High-Performance Infrastructure: Leverages CoreWeave's advanced data centers optimized for AI workloads, powered by NVIDIA GPUs, to enhance computational capabilities.
- Strategic Growth Opportunity: Supports the scaling of AI models and services, crucial for maintaining a competitive edge in the evolving AI landscape.
- Equity Stake: Gains a $350 million equity stake in CoreWeave, aligning long-term interests and potential financial returns.
For CoreWeave:
- Financial Boost Ahead of IPO: The partnership provides significant funding and stability as the company prepares for its Initial Public Offering, expected to value it at $35 billion.
- Enhanced Industry Position: Solidifies CoreWeave's reputation as a key player in the AI infrastructure space, attracting more clients and partnerships.
- Long-term Partnership with OpenAI: Aligns with a leading AI entity, fostering innovation and potential collaborative projects that can lead to further growth.
- Increased Demand for Services: As OpenAI scales its operations, CoreWeave stands to benefit from increased demand for its infrastructure services.
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Key Features:
- 🧠 Flow Improves with Your Edits: The more you use it, the more accurate it becomes. Your corrections help make dictation better over time.
- ⚡ Faster, Smoother Performance: Experience real-time speech recognition that follows your thoughts effortlessly.
- 🌎 Enhanced International Support: Whether it’s UK English or Hinglish, Flow understands your language.
- 👥 Team Plans: Shared subscriptions simplify voice-first workflows for businesses.
NEW LAUNCH
AgiBot's New AI Model Will Make Robots More Flexible
In a parallel development, AgiBot, a Shanghai-based robotics company, unveiled its revolutionary Genie Operator-1 (GO-1) model this week. This universal generalist embodied foundation model represents a significant leap forward in robotics, offering unprecedented capabilities in adaptability, generalization, and task execution.
Transformative Capabilities
GO-1's ability to generalize across tasks and adapt to new scenarios with minimal data sets it apart from traditional robotics models. For instance, the model can perform complex tasks such as making toast, brewing coffee, and serving breakfast with remarkable ease. This level of adaptability positions GO-1 as a transformative force in robotics, paving the way for its application across various domains, including manufacturing, logistics, and household services.
Implications for the Robotics Industry
The launch of GO-1 marks a significant milestone in the evolution of embodied intelligence. By enabling robots to perform a wide range of tasks with minimal training, AgiBot is driving the shift from rigid, task-specific automation to versatile, generalist robotics. This innovation not only enhances the functionality of robots but also reduces the cost and complexity of deploying robotic solutions in real-world environments.
NEW LAUNCH
Foxconn Launches Taiwan’s First AI Reasoning Model: FoxBrain
Meanwhile, Foxconn, the world’s largest electronics contract manufacturer, unveiled its first-ever large language model (LLM), FoxBrain, on March 10, 2025. This development marks a significant milestone in Foxconn's journey toward integrating AI into industrial applications, particularly in manufacturing and supply chain management.
Technical Foundations and Capabilities
FoxBrain is based on Meta’s Llama 3.1 architecture and was trained using 120 NVIDIA H100 GPUs over a span of four weeks. The model excels in mathematics, logical reasoning, and problem-solving, making it a valuable tool for data analysis, decision support, and document collaboration. Initially designed for internal applications, Foxconn plans to open-source FoxBrain in the future, fostering collaboration with technology partners to expand its applications.
Meta: Technical Foundations and Capabilities
FoxBrain is based on Meta’s Llama 3.1 architecture and was trained using 120 NVIDIA H100 GPUs over a span of four weeks. The model excels in mathematics, logical reasoning, and problem-solving, making it a valuable tool for data analysis, decision support, and document collaboration.
Strategic Significance
The launch of FoxBrain underscores the growing importance of AI in industrial applications. As companies increasingly adopt AI-driven solutions to optimize their operations, the demand for specialized models like FoxBrain is expected to rise. This development also highlights the role of large language models in driving innovation across diverse sectors, from manufacturing to supply chain management.
QUICK HITS
- Alibaba aims for 100% AI adoption by its merchants by the end of 2025, as part of its global expansion efforts.
- Motive plans to hire hundreds in India as it expands its AI operations, following the footsteps of Big Tech.
- Amazon VP overseeing its AI product is departing following significant organizational changes.
- Creatio has launched the first "AI native" CRM platform, integrating advanced AI capabilities to transform user interactions and workflows.
- Meta's chief AI scientist, Yann LeCun, accuses the Trump administration of initiating a "witch hunt" in academia, threatening the future of AI research in the US.
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- 🦾 Flot AI writes, reads, and remembers across any apps and webs. (Featured)
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Hello, AI Enthusiasts!
Today I will guide you through the wild and wacky world of AI, where the only thing more unpredictable than the technology is our sense of humor.
HEADLINES
Meta Is Making Robots That Mimic Human Fingers
Meta FAIR, the research arm of Meta, has introduced three groundbreaking technologies aimed at enhancing robotic touch capabilities: Meta Digit 360, Sparsh, and Meta Digit Plexus. These innovations are designed to provide robots with human-like touch sensitivity, enabling them to perform complex tasks with greater precision and dexterity.
- Meta Digit 360 is a cutting-edge tactile sensor mimicking human fingertip sensitivity, featuring over 8 million tactile pixels and capable of detecting forces as small as 1 millinewton.
- Sparsh is a versatile encoder for tactile sensing that utilizes self-supervised learning to interpret touch across various sensors. This technology excels in delicate object handling and can adapt to different tactile tasks.
- Meta Digit Plexus is a unified hardware-software framework that consolidates data from multiple tactile sensors into a single output.
Meta Is Making Robots That Mimic Human Fingers
Meta FAIR, the research arm of Meta, has introduced three groundbreaking technologies aimed at enhancing robotic touch capabilities: Meta Digit 360, Sparsh, and Meta Digit Plexus. These innovations are designed to provide robots with human-like touch sensitivity, enabling them to perform complex tasks with greater precision and dexterity.
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HEADLINES
Why Microsoft Plans to Pay $10 Billion to Its AI Rival?
The rapid evolution of artificial intelligence (AI) has given rise to new players in the tech landscape, prompting established companies to adapt their strategies. One notable example is Microsoft's strategic investment in CoreWeave, a cloud computing startup that has emerged as a formidable competitor in the AI infrastructure field.
- CoreWeave operates 14 data centers and plans to double that number by the end of 2024, reflecting its ambitious growth strategy.
- Microsoft intends to invest nearly $10 billion in CoreWeave by 2030, a move that not only strengthens its AI capabilities but also ensures that its partner OpenAI has the computational resources necessary for training models like ChatGPT.
- CoreWeave's infrastructure, powered by NVIDIA GPUs, offers a significant cost advantage, with computing power priced 80% lower than traditional cloud services.
Microsoft: The Touch
Microsoft intends to invest nearly $10 billion in CoreWeave by 2030, a move that not only strengthens its AI capabilities but also ensures that its partner OpenAI has the computational resources necessary for training models like ChatGPT.
CoreWeave: The Touch
Microsoft intends to invest nearly $10 billion in CoreWeave by 2030, a move that not only strengthens its AI capabilities but also ensures that its partner OpenAI has the computational resources necessary for training models like ChatGPT.
.AI DOMAIN
Golden .AI Domain Available
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Acquire a golden .AI domain for your next big adventure! A great domain name can give your new brand an advantage. Here are the Top Three .AI domains to consider:
- DiT.ai (Like Claude.ai and X.ai, DiT is the most famous model in AI world. Sora is based on DiT.)
- Medical.ai (Best for Medical AI industry)
- Retail.ai (Best for Retail AI industry)
QUICK HEATS
- Amazon plans to invest $75 billion in capital expenditures for its cloud computing business in 2024.
- A study reveals AI models exhibit significant racial and gender bias in resume screening, favoring white male candidates.
- OpenAI's new "SimpleQA" benchmark reveals its AI models have a concerningly low accuracy rate.
- Big Tech is set to invest a record $200 billion in AI this year.
- Google has launched new AI features for Maps, enhancing user navigation and destination recommendations.
- Anthropic has launched a desktop app for its Claude AI chatbot, available on Mac and Windows.
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- 🎬 Eklipse allows streamers to easily convert and edit their Twitch clips into TikTok, Reels, and YouTube Shorts.
- 🗣️ Anytalk AI is a real-time app translating video and audio streams into different languages.
- 🎧 Tad AI creates original songs with your choice of genres and moods using text prompts. (Featured)
- 📚 Heardly is the Fast Way to read Best Book. (Featured)
- 📊 Chat Diagram is easiest way to create diagrams. (Featured)
- 🚀 InstaHunter grows your Instagram faster with AI. (Featured)
- 📧 MyEmailExtractor extracts emails from websites with AI. (Featured)
1 Million+ AI enthusiasts are eager to learn about your product.
AI Secret is the world’s #1 AI Newsletter, boasting over 1 million readers from leading companies such as OpenAI, Google, Meta, and Microsoft. We've assisted in promoting Over 500 AI-Related Products. Will yours be the next?
What We Can Offer:
- Launch an Advertising Campaign
- Introduce New Product or Features
- Other Business Cooperation
Email our co-founder Mark directly at [email protected] if the button fails.
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🛎️ CoreWeave's Lenders Want Out
Plus: Linux Stops Asking About the Bot, States Treat OpenAI Like Facebook
🛎️ 900 Billion Agents Will Eat the Internet
Plus: The Brake Is for Other People, AI's First Guardrail Is a Utility Bill
🛎️ Meta Nukes the AI Market
Plus: Censorship Just Became a Market, OpenAI Is Launching a Pad
🛎️China's First LLM For Robots
Foxconn launches Taiwan’s first AI reasoning model and Openai signs $12 billion AI deal.
OpenAI Signs $12 Billion Deal with CoreWeave
The artificial intelligence (AI) landscape has witnessed a groundbreaking development as OpenAI, a leading AI research and deployment company, has entered into a $12 billion deal
A Hedge Fund is Investing in AI Startups Through Creative Solutions
In recent years, the artificial intelligence (AI) sector has seen a surge in investment, driven by the increasing demand for AI software and hardware. However, a
The Touch
Daily News
Why Microsoft Plans to Pay $10 Billion to Its AI Rival?
A cloud computing startup has rapidly gained attention by offering specialized infrastructure for AI applications. It has even emerged as a major potential competitor to Microsoft
