CoreWeave shares tumble as bond yields near 15% on concern about AI borrowing binge
CoreWeave's shares fell 15% and yields on its bonds widened further, nearing 15%. The moves reflect investor concern about heavy borrowing to fund AI infrastructure.
CoreWeave's shares fell 15% and yields on its bonds widened further, nearing 15%. The moves reflect investor concern about heavy borrowing to fund AI infrastructure.
As companies push AI inference onto their most sensitive data, pipelines built from separate tools struggle to keep embeddings, permissions and source data aligned. Vast Data argues this leaves valuable datasets out of AI's reach and calls for a more integrated infrastructure.
Expensive GPUs in AI data centers increasingly sit idle waiting for data, as the bottleneck shifts from compute to memory and storage. ScaleFlux is betting that smarter SSD controllers can help flash storage keep up.
Nvidia is giving the UK $250m worth of computing power over five years to support AI safety research, amid growing concern about AI agents. The UK government also confirmed that its AI Security Institute will be able to examine cutting-edge models from companies such as OpenAI, Anthropic and Google before release.
In a Guardian opinion piece, Richard Wilson and Clara Long point to a fight over a data center in Utah as a test case for citizens' assemblies that could pave the way to oversight of AI. They write against a backdrop of rogue-agent reports and the refusal by OpenAI and Anthropic bosses to appear before an Australian Senate inquiry.
The new fiber link will connect Ireland directly with France, Spain and Portugal from 2029. It is designed to give very fast access to the Irish data centers that big tech companies use for AI.