Wire
CoreWeave’s short AI contracts clear near $40m per MW — contracted power hits 4.2 GW
CoreWeave’s Q3 short-dated AI contracts clear near $40m per MW as contracted power rises to 4.2 GW — who gets paid while near-term capacity attaches.
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Oracle delivered 850 MW of AI capacity — the fleet still ran 97.9% full
Oracle delivered 850 MW of AI capacity in Q1 FY27 — GPU fleet still 97.9% full. Capacity delivery still sets the short clock.
Wire
CoWoS-L stays the packaging path through 2028 — the stuck step is still the package
TrendForce keeps CoWoS-L as the mainstream AI packaging path through 2028. Packaging, not wafer starts, still sets the short clock.
Wire
Nebius is raising GPU prices by up to 21% from 1 October — and that is the spread getting wider, not demand cooling
Nebius raises on-demand GPU prices up to 21% from 1 October. The spread is widening; capacity is arriving and prices are still going up.