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Chronicles

The story behind the story

days · browse · Enter similar · o open

CoreWeave lost $33B in market value in six weeks amid construction delays at its Denton, Texas AI data center, criticism from short seller Jim Chanos, and more

The data-center provider's terrible six-week slide picked up speed when a famous short seller piled concerns on top of delays

Wall Street Journal Robbie Whelan

Discussion

  • @mikulaja Jason Mikula on x
    We can all agree that CoreWeave is the WeWork of the AI bubble, right?
  • @patrickgaley Patrick Galey on bluesky
    WHOA baby.  —  Coreweave's vanished $33 bn in 6 weeks, this despite OpenAI guaranteeing $12 billion of buyer of last resort and investing in its largest customer JUST LAST QUARTER  —  The circle jerk of PE cash is beginning to crash to Earth www.wsj.com/tech/ai/core...
  • @justinhendrix Justin Hendrix on bluesky
    “CoreWeave, the largest of a new breed of companies driving the artificial-intelligence boom, has watched $33 billion of value vaporize in six weeks.”  —  Investors worry about a possible AI bubble, fallout from a failed merger and criticism from short seller Jim Chanos, who pred…
  • @emptywheel @emptywheel on bluesky
    Imagine if journalists were allowed to speak of “unexpectedly turbulent rainstorms” as the kind of predictable development in a world where energy intensive bubbles drive economic growth?  —  www.wsj.com/tech/ai/core...  [image]