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CRWV · VST · NRG · ORCL− 1.30%Sunday, August 2312 Min Read
Texas Froze Data Center Applications: Requests Are 5x the Grid
ERCOT's interconnection queue holds 474 GW of data center requests; the most those loads have ever drawn at once is under 3.9 GW. A letter with no legal force stopped the entire process.
CRWV · NVDA · META · MSFT− 1.68%Tuesday, August 1111 Min Read
CoreWeave's Backlog Hits $104 Billion; Interest Is Four Times Profit
CoreWeave's revenue doubled in a year and its backlog reached $104 billion; the stock jumped 13% after hours. In the same release, the company guided to paying four times its operating profit in interest next quarter.
CRWV · NVDA · BX · QQQ− 4.37%Monday, August 1011 Min Read
Nvidia Built a $500 Billion Financing Chain Without Its Own Money
Nvidia signed up Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion for AI infrastructure. It committed no capital of its own — it built the chain.