NVIDIA2026-10-01 13:10:35NVIDIA says AI factory returns hinge on productivity, durability and interchangeabilityNVIDIA said in an official blog post that maximizing returns from AI factories depends on three factors: productivity, durability, and interchangeability. The company defined productivity as achieving the highest throughput per megawatt and the lowest cost per token, with the goal of lifting annual revenue capacity. Durability refers to NVIDIA GPUs and systems continuing to generate revenue years after shipment. Interchangeability, in NVIDIA’s framing, means the same infrastructure can run a wide range of AI and non-AI workloads, broadening demand. The post cited SemiAnalysis AgentX data showing that NVIDIA’s Vera Rubin NVL72 system delivers more than 30 times higher throughput per megawatt than the GB300 NVL72. It also said cost per million tokens on the DeepSeek V4 Pro model can be reduced by as much as 45 times. NVIDIA added that its A100 GPUs, first shipped in 2020, are still in commercial service, and that CoreWeave has extended reservations for some of those units through 2029.80
CoreWeave2026-09-30 15:18:53CoreWeave puts NVIDIA Vera Rubin NVL72 into production, with Cognition as first live customerCoreWeave said at its Fully Connected event that its cloud platform has officially launched the NVIDIA Vera Rubin NVL72 system, paired with Spectrum-X Ethernet networking. Application AI lab Cognition is the first customer to run production workloads on the system, and CoreWeave said inference performance for Devin, Cognition’s AI software engineer, has improved on the new setup. The company also said it will offer NVIDIA Vera, which it described as the first CPU product built for AI agents. Alongside that, CoreWeave introduced CoreWeave Forge, a connected environment for training, evaluating, and improving models and agents on NVIDIA accelerated computing. According to the NVIDIA Blog, Ian Buck, vice president of hyperscale and high-performance computing at NVIDIA, said NVIDIA accelerated computing delivers value across hardware generations. He pointed to CoreWeave’s move to put Vera Rubin NVL72 into production while customer workloads are still running on V100 GPUs that were deployed years ago, calling that a sign of the platform’s strength and flexibility.50
CoreWeave2026-09-30 15:20:42CoreWeave Says Nvidia Chips Remain the Top Choice for CustomersCoreWeave said Nvidia chips are currently the best option from the customer perspective, according to a newsflash published by ChainCatcher. The brief item did not include additional details on specific chip models, customer segments, procurement plans, or product timelines. It was listed under the technology category. No further comments, supporting figures, or broader market context were provided in the source text.50
Nscale2026-09-29 13:03:01Nscale’s $103 billion in contract commitments hinge on data centers that have not been builtNscale, an AI chip rental company preparing for a public listing, has posted rapid growth over the past year despite being smaller and newer than many of its peers. According to The Information, the company has signed contract revenue on a scale comparable to established rival CoreWeave. That growth, however, comes with a major caveat: nearly all of Nscale’s roughly $103 billion in contract commitments depend on data centers that have not yet been constructed. Some of those projects also have not secured all of the funding needed for construction. Earlier listing documents filed by the company showed that Nscale is seeking to move ahead with an IPO at an implied valuation of about $35 billion. The report highlights the gap between the company’s contracted business and the infrastructure still required to support it.120
CoreWeave2026-09-18 23:41:19CoreWeave prices $3.7 billion convertible senior notes offering, expands deal sizeCoreWeave, the U.S. artificial intelligence compute infrastructure provider listed on Nasdaq under CRWV, said it has priced a private offering of $3.7 billion in 2.875% convertible senior notes due 2033. The deal was increased from an originally planned $3 billion, and the company expects the transaction to close on Sept. 22, 2026, subject to customary conditions. Initial purchasers were also granted an option, exercisable within 13 days, to buy up to an additional $500 million of notes. The notes are guaranteed on a senior unsecured basis by CoreWeave’s wholly owned subsidiaries. They carry a 2.875% annual interest rate, with interest payable semiannually starting April 1, 2027. The initial conversion rate was set at 10.2194 shares of Class A common stock per $1,000 principal amount, equal to an initial conversion price of about $97.85 per share, a 22.50% premium to the Sept. 17, 2026 closing price of $79.88. After underwriting discounts and commissions, CoreWeave expects about $3.6445 billion in net proceeds. About $498.8 million is earmarked for capped call transactions, which carry an initial cap price of $199.70 per share, or a 150% premium, to reduce potential dilution and cash costs tied to future conversions.490
CoreWeave2026-09-18 11:50:00CoreWeave lines up new funding, CXMT eyes NAND, and BOJ raises rates by 25 basis pointsWuBlockchain’s WhiteLine Daily on Sept. 18 pulled together several developments tied to AI capacity, financing, and macro funding conditions. CoreWeave said it plans to issue $3 billion in convertible senior notes due 2033 and granted initial purchasers an option to buy up to another $500 million of notes. Barron’s also reported that the company launched an at-the-market program for up to 35 million Class A shares. Reuters, citing people familiar with the matter, reported that ChangXin Memory Technologies, or CXMT, plans to enter the NAND flash market and build a NAND research and development line at a new facility in Beijing, while already approaching potential customers, including one AI startup. On the macro side, the Bank of Japan raised its policy rate by 25 basis points to 1.25% in a 7-2 vote, taking it to the highest level in 31 years, according to Reuters. Anthropic, meanwhile, said that as of August 2026, Claude was leading about 26% of its internal AI research and development work under human supervision, with more than 90% of work reaching AI collaboration or above, and around 30,000 agents running research and engineering tasks at the same time on its most-used internal platform.670
Leopold Asche2026-09-14 18:22:40Leopold Aschenbrenner’s AI comeback trade is already under water againLeopold Aschenbrenner, who runs the hedge fund Situational Awareness, is back in AI-linked trades only weeks after a July collapse wiped out billions from his portfolio. CNBC reported on Friday that the fund had been buying AI stocks and leveraged options tied to tech names. By Monday’s open, all six tickers connected to those positions were down, with losses ranging from about 5% to 8% from Friday’s close. The positions named in the report included options tied to AMD, Bloom Energy, and CoreWeave, along with leveraged exposure to SK Hynix, SanDisk, and the Roundhill Memory ETF. CNBC sources said the purchases were made between September 2 and September 10. Protos said the moves came during a broader sell-off across AI names, which market coverage linked to a rotation out of crowded AI trades after a widely shared essay by Anthropic CEO Dario Amodei. Aschenbrenner, a former OpenAI researcher, launched Situational Awareness in 2024 with about $225 million and later built it into a fund managing more than $45 billion by early July, using leverage as high as 400%.1060
MoffettNathan2026-09-14 10:39:44MoffettNathanson Raises Price Targets for SpaceX and CoreWeaveMoffettNathanson has raised its price targets for two companies named in a ChainCatcher newsflash. The firm lifted its target for SpaceX (SPCX.O) to $142 from $131. It also increased its target for CoreWeave (CRWV.O) to $107 from $106. The update was published by ChainCatcher as a 7x24 market brief. No additional details were provided in the original item beyond the revised target prices and ticker references.820
