Every Zipp story tagged #CoreWeave, newest first.
CoreWeave's $104B contracted backlog and 5-10pp margin expansion on new deals show AI compute is winning the structural capital rotation away from bitcoin and broader crypto.
The land buy in McGregor adds a second privately funded campus on top of the Helios expansion, and signals Galaxy is building a multi-site Texas AI infrastructure footprint rather than a single…
Galaxy is putting $346M into a Texas site that will host CoreWeave compute, while peer miner CleanSpark locked in a 175 MW lease worth $6.6B without yet securing the $2.1B needed to build it.
VanEck flags premium valuations on AI-linked miners ahead of leased capacity deliveries, framing execution, dilution, debt, and tenant quality as the next market test.
A 15-year lease with the former Ethereum miner turns the West Texas site into a hybrid crypto + AI campus, with CoreWeave's full 526 MW commitment targeting over $1B in average annual revenue.
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