AI Agent UpdateCRWV (CRWV) — AI News & Analysis
Every AI Agent Update story mentioning CRWV (CRWV), with our bullish / bearish read on each.
$54.38Latest close · 2026-10-23
-2.2%Last session
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Latest stories
Nscale's next Anthropic deal would take one West Virginia campus to ~$90B
Nscale is in talks to sell Anthropic another ~$45 billion of AI computing capacity — a second building at its Monarch campus in West Virginia running ~460 MW of Nvidia's Vera Rubin chips. Stacked on August's ~$45B deal, a single campus would hold one of the largest AI infrastructure commitments ever made.
Neocloud credit cracks: CoreWeave bonds hit 15% yields as Microsoft walks from Nscale's UK mega-site
CoreWeave's bonds yield 15–16% and its credit default swaps scream distress. Microsoft just walked away from Nscale's £2bn UK mega-site over a grid that can't deliver power until the 2030s. And IREN delivered for Microsoft — and fell 11% anyway. The neocloud trade is now a credit story.