Exclusive: How CoreWeave’s Debt Binge Brought a Moment of Reckoning Save 25% to unlock this story

The Information
Sign in
Subscribe

    Data Tools

    • About Pro
    • Enterprise Software Startup Takeover List 2026
    • The AI Inflection Index
    • The Next GPs 2026
    • The Executives Leading the Data Center Race
    • The Next GPs 2025
    • The Rising Stars of AI Research
    • Leaders of the AI Shopping Revolution
    • Enterprise Software Startup Takeover List 2025
    • Org Charts
    • The Information 50 2025
    • Generative AI Takeover List
    • Generative AI Database
    • AI Chip Database
    • AI Data Center Database
    • Tech IPO Tracker
    • Tech Sentiment Tracker
    • Gigafactory Database

    Special Projects

    • The Information 50 Database
    • VC Diversity Index
    • Enterprise Tech Powerlist
  • Org Charts
  • Tech
  • Finance
  • Weekend
  • Charts
  • Events
  • TITV
    • Directory

      Search, find and engage with others who are serious about tech and business.

    • Forum

      Follow and be a part of discussions about tech, finance and media.

    • Brand Partnerships

      Premium advertising opportunities for brands

    • Group Subscriptions

      Team access to our exclusive tech news

    • Newsletters

      Journalists who break and shape the news, in your inbox

    • Video

      Catch up on conversations with global leaders in tech, media and finance

    • Partner Content

      Explore our recent partner collaborations

      XFacebookLinkedInThreadsInstagram
    • Help & Support
    • RSS Feed
    • Careers
  • About Pro
  • Enterprise Software Startup Takeover List 2026
  • The AI Inflection Index
  • The Next GPs 2026
  • The Executives Leading the Data Center Race
  • The Next GPs 2025
  • The Rising Stars of AI Research
  • Leaders of the AI Shopping Revolution
  • Enterprise Software Startup Takeover List 2025
  • Org Charts
  • The Information 50 2025
  • Generative AI Takeover List
  • Generative AI Database
  • AI Chip Database
  • AI Data Center Database
  • Tech IPO Tracker
  • Tech Sentiment Tracker
  • Gigafactory Database

SPECIAL PROJECTS

  • The Information 50 Database
  • VC Diversity Index
  • Enterprise Tech Powerlist
Deep Research
TITV
Tech
Finance
Weekend
Charts
Events
Newsletters
  • Directory

    Search, find and engage with others who are serious about tech and business.

  • Forum

    Follow and be a part of discussions about tech, finance and media.

  • Brand Partnerships

    Premium advertising opportunities for brands

  • Group Subscriptions

    Team access to our exclusive tech news

  • Newsletters

    Journalists who break and shape the news, in your inbox

  • Video

    Catch up on conversations with global leaders in tech, media and finance

  • Partner Content

    Explore our recent partner collaborations

Subscribe
  • Sign in
  • Search
  • Opinion
  • Venture Capital
  • Artificial Intelligence
  • Startups
  • Market Research
    XFacebookLinkedInThreadsInstagram
  • Help & Support
  • RSS Feed
  • Careers

In-depth insights in seconds. Ask Deep Research.

Latest
Most popular
Exclusive

Hackers Used Claude and Grok to Automate Attacks on Banks

A hacking group called CyberCartel used a web of AI agents powered by models from companies including Anthropic, SpaceX and Chinese lab Moonshot AI to automate cyberattacks against more than 400 Latin American financial targets, according to an investigation by the cybersecurity startup Straiker. The research, shared exclusively with The Information, is one of the first detailed reports of cybercriminals using AI models to successfully automate attacks that break into financial institutions....

By
Aaron Holmes
and
Cory Weinberg
Exclusive

Nvidia Moves to Back GPU Cloud Provider Firmus After Investors Balk at Its IPO

By
Phoebe Liu
Exclusive

Private Equity Firms Weighed $100 Billion-Plus Buyout of Microsoft’s Xbox

By
Valida Pau
and
Aaron Holmes
The Information Finance

How Thoma Bravo Found a Discount in a Hot Cybersecurity Market

By
Alex Eichenstein
The Electric

Enovix Went Conventional to Land Its Big Drone Deal

By
Steve LeVine

Microsoft Nominates Stripe Co-founder to Board, Lowers Nadella Pay 6%

Nadella is still among the highest paid CEOs.

Google Stops Using Nondisclosure Agreements for Data Centers

The company will no longer require state and local governments to sign NDAs about projects, joining Amazon and Microsoft in ending the practice after criticism.
Applied AI

How Bank Hackers Got Claude to Do Their Dirty Work

By
Aaron Holmes

We didn’t build a better AI.We just built one with over a decade of The Information behind it.Deep Research is here.Try it now with Pro.

Meta Creates New Share Class to Pave Way for AI-Related Fundraising

The new non-voting stock class will enable the company to sell new shares while maintaining CEO Mark Zuckerberg’s voting control.

Nvidia Expands Deals with Six Chip Component Suppliers

New multi-billion-dollar agreements ensure Nvidia locks down key supplier capacity to boost AI chip output.
AI Agenda

OpenAI, Anthropic Should Cap Compute for R&D, Say AI Safety Advocates

By
Tiffany Li

Meta Faces $25 Billion New Mexico Penalty

The penalty stems from a lawsuit accusing Meta of misleading consumers about data privacy in the Cambridge Analytica scandal.

AI Finds Flaw in Popular Web Hosting Software, Sparking Global Race to Patch

The flaws affect 70% of the world's websites and are “the most severe vulnerabilities ever discovered by AI, if not in all of software history," researchers said.

Featured Newsletters

View all
Every Wednesday (subscribers only)

The Information Finance

Context and explanation for the biggest investments in the industry, with a particular focus on the funding of artificial intelligence.

Every Monday and Thursday

The Electric

An exclusive publication covering the nascent battery and electric vehicle revolutions.

Two times/week

Applied AI

Laura Bratton takes you inside how businesses are using AI to automate work.

View all
The Briefing

SpaceX’s Musk Lauds Its Soaring Cloud Business and Possible Tesla Merger

By
Nick Wingfield
TITV

Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform

OpenAI to Bring Models to Google Cloud

The move lessens OpenAI's reliance on Microsoft, where the companies once shared exclusivity. 

OpenAI Expands ChatGPT Ads to 26 More Countries, Says It Has More Than 100,000 Advertisers

The ad platform, which launched in February, is now available in 83 countries, up from 63 in September.

Nvidia Has Put More Than $170 Billion on the Line for Neoclouds

By
Shane Burke
and
Phoebe Liu

What happens when Silicon Valley logs off—the trends, people and companies shaping tech culture.

View all

GPUs in the Wine Cellar: Why Techies Are Hoarding AI Compute in Their Homes

By
Nick Wingfield
and
Aaron Tilley
4
The Big Read

Shroud of Secrecy Cloaks Star Investor Behind Cognition, Ramp

By
Jemima McEvoy
View all

DeepSeek Open-Sources Framework Behind Its High-Margin AI Inference

Other AI model labs could study the DeepInfer framework to learn how to increase the inference efficiency of their own models.

Musk Says SpaceX, Tesla Have Formed Committees to Explore Merger

This is the first step toward what would be the largest mergers of all-time, bringing together Musk’s sprawling empire.
AI Agenda

OpenAI’s ‘Pacing 2.0’ Problem: How Smart Is Too Smart?

By
Stephanie Palazzolo
and
Amir Efrati

Netflix Revenue Growth Hits Three-Year Low

Shares fell about 5% in after-hours trading

OpenAI Buys Drug Development Company Orchestra Bio

The acquisition is an early step toward the company’s long-stated goal of using its technology to help with biological research and drug discovery.

Trending on forum

View all

Are you using Grok Bot?

Jessica E. LessinFounder and CEOThe Information

OpenAI to acquire Anthropic

Alan JacobsonFounder, CeorevenueModel.ai

Eight Women Speak Out

Brian DemseyFounderHallucinations.cloud

Search our community Directory to engage with others who are serious about tech and business.

Exclusive

How CoreWeave’s Debt Binge Brought a Moment of Reckoning

By
Dakin Campbell

Insurers Pump Over $740 Million Into CoreWeave Debt Tied to Meta

Data center developers need money, and insurance giants want to find high-quality, high-yield debt.

Enterprise Sales Veteran Mike Clayville Returns to Amazon 

Clayville, who helped Amazon Web Services learn how to sell large deals to Fortune 500 companies before leaving to join Stripe in 2020, has a new role at Amazon.
TITV

Interpretability Is the Key to Physical AI, Says World Mechanics CEO Sonia Joseph

By
Rocket Drew
TITV

CoreWeave’s Debt Reckoning, Meta’s AI Strategy and Big Tech Earnings

Read more

Subscribe to The Briefing by Martin Peers, Jessica E. Lessin and the team at The Information

Get smarter about the most important stories in tech, media and finance by following Silicon Valley’s most-read executive newsletter.

Read The Briefing

Upcoming Events

The Information’s 2026 WTF Summit

\Yountville, CA 94599

Intimate Dinner with The Information and EY Consulting in San Francisco

\San Francisco, CA

The Long Road to an IPO

\San Francisco, CA

View more

Latest in Pro

Pro Report

Leading-Edge AI Models Are Losing Their Allure With Developers

Pro Report

The AI Inflection Index’s Early Signals on AI Power Demand, Inference Chip Interest

Community Commentary

Daniel WilcoxFounder, TechnologistYuba Solutions
on… When Tech Workers Sit as Far as the Eye Can See
I’m still yet to meet tech workers who are happy about the open office fad. Employee concentration suffers, impromptu meetings are more public than with cubicles and there are never enough meeting rooms. All breeding a noise cancelling headphone culture. Why is this still a thing?
Donald ValentinaConsigliere
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Fascinating. More like this please.
Zachary MagdovitzPartner, Co-FounderLorimer Ventures
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Favorite read in a while.
  • About
  • Pro
  • Deep Research
  • Careers
  • TITV
  • Events
  • Brand Partnerships
  • Group Subscriptions
XFacebookLinkedInThreadsInstagram
Download on the App StoreGet it on Google Play
TermsPrivacyHelp & Support
© 2013– The Information. All Rights Reserved.
Cookies Settings