Corweave reporting another record quarter. Revenue more than doubled. I'm giving all the positive stuff.Backlog surged past $55 billion driven by demand for AI infrastructure. So you listen to that and you think, "Wow, this stock must be flying." But you see, there's more to it than that. And that's why I'm glad for first on CNBC interview with Core Wee chairman CEO Michael Intrader.Michael, I appreciate you coming. You don't have to waste time saying hello. Let's just get right to this.Um, okay. So this wa ...

Core Insights - The company reported a record quarter with revenue more than doubling and a backlog exceeding $55 billion, driven by demand for AI infrastructure [1] - Despite the positive demand, the company acknowledged missing certain targets due to delays at a specific data center [2][4] - The company remains confident in its infrastructure development, with significant progress expected in the upcoming quarters [7][10] Financial Performance - Revenue has more than doubled compared to previous periods, indicating strong growth [1] - The backlog has surged past $55 billion, reflecting high demand for AI-related services [1] Operational Challenges - A delay at a singular data center provider impacted the quarter's performance, but the company does not anticipate losing any customers due to this issue [4][9] - The company is working closely with partners to resolve infrastructure delays, with expectations for improvements in Q1 and Q2 [7][10] Competitive Position - The company has been recognized as the best solution provider for delivering artificial intelligence to consumers, receiving a platinum award from an unbiased third party [4][16] - The core competency lies in proprietary software that optimizes the operation of supercomputers, distinguishing the company from traditional data center providers [15]

Core Insights - CoreWeave, Inc. (CRWV) experienced a 9% decline in stock price following the release of its Q3 revenue and earnings report, which was generally solid but indicated a delay in data-center buildout that may impact near-term revenue growth [1] Financial Performance - The company reported solid Q3 revenue and earnings, although specific figures were not disclosed in the provided text [1] Operational Challenges - A delay in the buildout of data centers was highlighted, which could weigh on the company's near-term top-line performance [1]

Core Insights - A new data-center hub is being established in collaboration with Nvidia, U.K. AI infrastructure startup Nscale Global Holdings, and data-center builder Start Campus [1] Group 1 - The partnership aims to enhance AI infrastructure capabilities [1] - Nvidia's involvement indicates a focus on advanced computing technologies [1] - The collaboration with Nscale Global Holdings and Start Campus highlights a strategic move towards expanding data-center capacity [1]

Core Insights - CoreWeave shares fell after the company provided lower-than-expected full-year guidance despite strong third-quarter results and new AI partnerships [1][2] - The company reported third-quarter revenue of $1.36 billion, exceeding analyst expectations of approximately $1.29 billion, with a year-over-year revenue increase of 134% [1][2] - CoreWeave's net loss narrowed to $110 million from about $360 million in the previous year [1] Revenue Growth and Contracts - Quarterly growth was fueled by significant contracts with major tech firms, including a $6.5 billion expansion with OpenAI, a six-year deal with Meta worth up to $14.2 billion, and a $6.3 billion agreement with Nvidia for cloud computing capacity [2] - Despite these gains, the company forecasted 2025 revenue between $5.05 billion and $5.15 billion, which is below analysts' average estimate of $5.29 billion [2] Operational Challenges - The CEO indicated that construction delays at one data center are affecting the near-term outlook, although the company has a total of 41 data centers [3] - The company faces constraints related to the availability of "powered-shell" data centers, which require CoreWeave to install its own equipment [4] - CoreWeave is constructing its own data center infrastructure in Pennsylvania and expects most delays to be resolved by early next year [5] Capital Expenditure - The finance chief stated that capital spending for 2026 will be significantly higher than this year's estimated $12 billion to $14 billion [5]

NTT Data Group is considering building data centers in Saudi Arabia as the Japanese firm looks to capitalize on fresh momentum around artificial intelligence in the kingdom. https://t.co/pgTVbPKAeU ...

Core Viewpoint - Century Internet has successfully issued the first green real estate asset-backed securities (ABS) in the national data center industry, which will enhance the operational and capital efficiency of the company [2][3]. Group 1: Project Details - The project, named "Taibao Asset-Century Internet Data Center Holding Real Estate Green Asset Support Special Plan," has a total issuance scale of 860 million yuan [2]. - Century Internet acts as the issuer and original rights holder, while Pacific Asset Management serves as the plan manager and lead sales institution [2]. - The underlying assets consist of urban IDC projects located in core cities, which have a high demand for data centers and a stable cash flow due to long-term service agreements with various enterprises [2]. Group 2: Financial Implications - The innovative financial tool of holding-type real estate ABS allows Century Internet to effectively revitalize existing IDC assets and recover funds for technology iteration, capacity expansion, and mergers and acquisitions [3]. - This approach helps the company to break free from the constraints of heavy asset funding, thereby improving both operational and capital efficiency [3].

Core Insights - Hyperscale Data, Inc. has increased its Bitcoin holdings to approximately 267.6862 Bitcoin, valued at around $75.25 million, which constitutes about 66% of the company's market capitalization as of November 9, 2025 [1][2][4] Company Strategy - The company aims to accumulate Bitcoin equal to 100% of its market capitalization as part of a broader $100 million digital asset treasury strategy [1][4] - Hyperscale Data has allocated $47.25 million in cash for its subsidiary Sentinum to purchase Bitcoin in the open market, employing a disciplined dollar-cost averaging strategy to mitigate short-term market volatility [3][4] Bitcoin Holdings Breakdown - As of November 9, 2025, Sentinum holds approximately 267.6862 Bitcoin, which includes 44.0994 Bitcoin from mining operations and 223.5868 Bitcoin acquired from the market, with a market value of about $28.0 million based on a Bitcoin price of $104,720 [2][4] Future Plans - The company plans to fully deploy the allocated cash into Bitcoin purchases over time, targeting at least 5% of the allocated cash for investment each week, although actual amounts may vary based on market conditions [4][5] - Hyperscale Data will continue to provide weekly updates on its Bitcoin holdings every Tuesday morning as it progresses towards its $100 million digital asset treasury target [5]

Core View - CoreWeave's shares fell nearly 9% in premarket trading due to a reduced annual revenue forecast, despite strong demand for its artificial intelligence services [1] Financial Performance - The company scaled back its annual revenue forecast, indicating challenges in its data center operations [1]

Intrator在一次采访中表示，整个行业在获取更多在线人工智能计算能力方面一直存在延迟问题。虽然科 公司成功保住了合同的价值，但没有人对此感到满意。他说道："每个人都感到很沮丧——数据中心提 供商感到沮丧，我们感到沮丧，客户也感到沮丧。事实上，那些正在等待人工智能下一次迭代的人们也 感到很沮丧。"但他拒绝透露相关各方的名称。 Intrator补充称："公司正努力确保在各个项目现场配备合适的员工，以便尽早发现问题。我们正在做所 有正确的事情。只是目前的环境颇具挑战性。" 9 月，CoreWeave宣布达成一项协议，将向 Meta Platforms(META.US)出售高达 142 亿美元的计算能力。 在截至 6 月的这个季度里，微软占据了 CoreWeave 公司 71%的营收份额。 这凸显了满足人们对人工智能产品无止境需求所面临的种种挑战。今年股价已上涨逾一倍的 CoreWeave 公司股票，业绩公布后在夜盘交易中下跌了约 6%。 CoreWeave 于 3 月进行了首次公开募股，吸引了那些希望押注人工智能支出大幅增长的投资者。这家位 于新泽西州利文斯顿的公司是人工智能芯片制造商英伟达(NVDA.US)的 ...