CoreWeave

Investors at Anthropic's investor day were talking about $1.5tn, a quarter below the figure floated for November

Revenue rose 45% in the quarter to $16.8bn, after more than doubling in the one before it. The deceleration is what moved the price talk.

Perplexity says nine models failed to break out of its sandbox 118 times, and its own report counts 108 runs

CoreWeave, Akamai and Crusoe plan to offer it. Network restrictions were bypassed in 11 of 54 runs before the company patched them.

Seven data centre companies told the Senate what paying their full costs means, and it stops at the shared grid

A 27-page report from three Democratic senators says the industry's promise to pay its "full cost of service" covers only infrastructure that serves its own buildings.

OpenAI's run rate is $50bn, not the $70bn that went round last month, and the gap is whose cloud sales you count

The higher number counted revenue booked by OpenAI's partners, to make it comparable with Anthropic. Removing it took 1.25% off the Nasdaq in a day.

GMI Cloud has raised $668m, and two thirds of it is borrowed against the chips

Equity buys the company and debt buys the hardware. What is unusual here is the lender: a Taiwanese bank underwriting accelerators, rather than American private credit.

CoreWeave will rent a CPU designed for AI agents rather than for general computing

Agent workloads spend their time starting and stopping sandboxes. Nvidia's pitch is that a general-purpose CPU is the wrong shape for that.