Jefferies believes that OpenAI (PC:OPAIQ) is preparing for a major expansion into the enterprise market in 2026 — and this ...

The CEO of the AI data center provider, which has Nvidia as an investor and a supplier, described the environment as a ...

The $100bn of bonds, bank loans and private credit deals tied to OpenAI are equivalent to the net debt directly held by the six largest corporate borrowers in the world — including carmakers ...

However, if you look more closely, it becomes clear that the business model is unsustainable. Running data centres is a business that rewards scale, says Sahm Adrangi of Kerrisdale Capital, which is ...

OpenAI’s growth is being funded mostly through huge borrowing by partners like Oracle, SoftBank and CoreWeave, which now hold ...

OpenAI’s trillion-dollar data center ambitions face hard market, demand and infrastructure limits that could force a 2026 ...

Discover why CoreWeave, Inc. remains a Strong Buy despite setbacks. Explore AI-driven growth, positive catalysts, and >26% ...

The company's revenue more than doubled in the recent quarter.

The artificial intelligence (AI) race is accelerating as companies vie to capture a larger share of the potential ...

Shares of CoreWeave dropped fast on Monday after the company told investors it plans to raise $2 billion through debt that ...

Analysts will be watching to see if Thrive-owned firms actually succeed in building long-term profitable businesses using OpenAI’s tech, or if the result is really just pumped up valuations based on ...

The maker of ChatGPT is no longer seen as being on the cutting edge of AI technology and is facing questions about its lack ...