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CoreWeave is a specialized cloud, purpose-built for GPU-accelerated workloads. CoreWeave run a fully managed, bare metal serverless Kubernetes infrastructure to deliver the best performance in the industry while reducing your DevOps overhead.
CoreWeave Makes Significant Concessions for $2.6 Billion Financing, Oversubscribed 3x After Terms Improved
According to Yonhap News Agency, AI cloud computing company CoreWeave was forced to make significant concessions in a $2.6 billion loan project collateralized by compute supply contracts with Anthropic due to sluggish investor demand: raising the annual yield on the loan to 9.1% and adding a "Cash Flow Lockbox" protection clause to ensure revenue generated from Anthropic contracts is prioritized for debt repayment, a clause that will remain in effect until 50% of the loan principal is repaid or the server utilization rate falls below a specific level. Following the adjustment of terms, subscription demand reversed rapidly—buy orders received on the morning of July 30 totaled as high as $9 billion, exceeding the target financing amount by more than three times. A CoreWeave spokesperson expressed satisfaction with the financing results, describing the term revision as a "natural process of introducing innovative financial structures in a volatile market environment."
$3.5 Billion Debt Financing: Galaxy Digital to Support Data Center Projects
sources familiar with the matter revealed Galaxy Digital Inc. plans to issue approximately $3.5 billion in high-yield bonds for the first time, aiming to fund data center projects associated with CoreWeave Inc. According to the sources, Galaxy Digital is marketing the bond issuance to investors at a yield of around 9%. Morgan Stanley and Goldman Sachs are acting as underwriters for this issuance, with pricing expected to be finalized on Thursday. The sources requested anonymity as the information has not yet been made public.
Toyota Spin-off Robotics Startup Walden Robotics Completes Approximately $300 Million Seed Funding Round, Valuation Reaches $1.1 Billion
According to Bloomberg, humanoid robot startup Walden Robotics, spun off from Toyota's robot research lab, announced the completion of approximately $300 million in seed funding, reaching a valuation of $1.1 billion, and officially emerging from stealth mode. This round was co-led by Deviation Capital and Toyota Motor Corporation, with Toyota's strategic investment and early venture capital arm also participating. Nvidia, Boeing, AE Ventures, Samsung Ventures, and CoreWeave Ventures participated as investors. Headquartered in Cambridge, Massachusetts, Walden Robotics was founded in January this year. It independently develops hardware, software, and AI models, focusing on building general-purpose humanoid robots capable of continuous learning and evolution in real-world environments, currently primarily deployed in the manufacturing and logistics sectors. The company has launched multiple commercialization projects, including a pilot program at a Toyota factory in North America, where robots work alongside human teams to complete 8-hour shifts daily, handling repetitive tasks such as parts loading and unloading, machine cleaning, and equipment preparation. Morgan Stanley predicts that the global humanoid robot market size is expected to surpass $5 trillion by 2050.
Goldman Sachs Bullish on AI Infrastructure, June Trading Near $7 Billion, SMCI Order Backlog $39 Billion
According to TechFlow Research, Goldman Sachs' June 30 AI Project Pulse Monthly Report shows that 7 major transactions tracked in June totaled nearly $7 billion. Argentum AI signed a $4.1 billion contract to deploy 27,000 GB300 GPUs for a leading AI company, supported by a 300MW Poland data center, going online in phases in 2026; India's Yotta Sovereign Cloud procured $2 billion worth of 20,736 B300s and 5,120 B200s, subsequently expanding to six Southeast Asian countries. Crypto mining farm AiOnX acquired 77% equity of Genesis Digital Assets for $500 million, converting 1.3GW of power from 15 mining farms to AI computing power. CoreWeave and Dell built the world's first fully validated Vera Rubin NVL72 rack, with 72 Rubin GPUs plus 36 Vera CPUs; NVDA confirmed mass production in the second half of 2026. SMCI raised $7 billion to address approximately $39 billion in backlog orders, covering more than 20 clients, with funds used to lock in upstream components in advance. Goldman Sachs simultaneously raised its global server market size forecast.
AI server intermediary platform Hydra Host raises $100 million, led by Kindred Ventures
Hydra Host, a data center software startup and AI server intermediary platform, has completed a $100 million funding round at a post-money valuation of nearly $800 million. The round was led by Kindred Ventures. Other investors include Nvidia, ARK Invest, Magnetar Capital (an early investor in CoreWeave), and existing shareholders Founders Fund and Flume Ventures.Founded in 2021, Hydra Host initially served cryptocurrency miners but has since pivoted to providing automation software for data center operators. This software enables them to rent out idle Nvidia AI server computing power and operate a GPU matching marketplace connecting GPU holders with renters. The company has now deployed its technology across 50 data centers globally, expanding from 30 in February of this year. (The Information)
CoreWeave explores using financial derivatives to hedge against the risk of declining memory and storage chip prices
Citrini analyst Jukan posted on X platform, stating that according to sources, CoreWeave is exploring the use of financial derivatives to hedge against the risk of future declines in memory and storage chip prices.
NVIDIA increased its stake in CoreWeave by approximately $1.78 billion in Q1 and initiated new positions in Coherent and Generate Biomedicines.
According to the latest 13F filing, as of the end of Q1 2026, NVIDIA’s proprietary investment portfolio held stocks with a total market value of approximately $18.374 billion—significantly up from $13 billion at the end of 2025. The portfolio is highly concentrated in AI-ecosystem-related names (semiconductors, cloud computing infrastructure, EDA, optics, networking, and biopharmaceuticals). Notably, in Q1, NVIDIA increased its stake in CoreWeave by 94.5% to approximately 47.21 million shares, raising the holding’s value by roughly $1.78 billion. It also initiated new positions in Coherent Corp. (approximately 7.8 million shares) and Generate Biomedicines (approximately 833,000 shares). Intel remains NVIDIA’s largest holding, with over 214.7 million shares. This reflects Jensen Huang’s strategic initiative to support the entire AI ecosystem—from chips and cloud computing to networking, photonics, and drug discovery.
Galaxy Digital Reports $216 Million Net Loss for Q1 2026, Stock Rises 5% Against Market Trend
Galaxy Digital released its first-quarter 2026 financial results, reporting a net loss of $216 million and a diluted loss per share of $0.49. The primary driver was the broad downturn in cryptocurrency markets during the quarter, with total crypto market capitalization shrinking by approximately 20%. Its crypto asset holdings declined from $1.67 billion in Q4 2025 to $1.36 billion. As of the end of March, its largest crypto holding was 6,894 BTC (approximately $431 million), followed by $61 million worth of SOL and $42 million worth of ETH. Despite the pressure on earnings, Galaxy Digital’s AI infrastructure business is progressing smoothly: the company confirmed delivery of its first data center facility to CoreWeave and expects to fulfill its full commitment of 133 megawatts of AI/IT infrastructure by the end of Q2. Boosted by this news, the company’s stock (NASDAQ: GLXY) rose 5% intraday—a move that diverged from Bitcoin’s concurrent decline. Wall Street analysts currently assign GLXY an aggregate rating of “Moderate Buy,” with a consensus target price of $39.40—implying roughly 50% upside from its share price of $26.30 at the time of writing.
$3.5 Billion Debt Financing: Galaxy Digital to Support Data Center Projects
sources familiar with the matter revealed Galaxy Digital Inc. plans to issue approximately $3.5 billion in high-yield bonds for the first time, aiming to fund data center projects associated with CoreWeave Inc. According to the sources, Galaxy Digital is marketing the bond issuance to investors at a yield of around 9%. Morgan Stanley and Goldman Sachs are acting as underwriters for this issuance, with pricing expected to be finalized on Thursday. The sources requested anonymity as the information has not yet been made public.
Binance will add 10 new bStocks as collateral assets
According to the official announcement, Binance will add 10 bStocks tokens as eligible collateral assets to Cross Margin, Portfolio Margin, and Portfolio Margin Pro on July 22, 2026 at 13:30 (UTC), including SouthKoreaBull3XETF (KORUB), AXT (AXTIB), CoreWeave (CRWVB), DirexionMUBull2XETF (MUUB), GraniteShares2XLongMRVLETF (MVLLB), Tradr2XLongSNDKETF (SNXXB), GraniteShares2XLongINTCETF (INTWB), ProSharesUltraProQQQ (TQQQB), Quantinuum (QNTB), and Oracle (ORCLB). Margin trading for the corresponding bStocks trading pairs will be enabled simultaneously. This feature is available only to VIP3 and above users; borrowing is not currently supported.
Binance Trading Platform Adds 10 bStocks Trading Pairs Including CoreWeave
According to the official announcement, Binance will open 10 bStocks trading pairs—AXT (AXTIB), CoreWeave (CRWVB), GraniteShares 2X Long INTC ETF (INTWB), South Korea Bull 3X ETF (KORUB), Direxion MU Bull 2X ETF (MUUB), GraniteShares 2X Long MRVL ETF (MVLLB), Oracle (ORCLB), Quantinuum (QNTB), Tradr 2X Long SNDK ETF (SNXXB), and ProShares UltraPro QQQ (TQQQB)—on July 22, 2026 at 21:30, simultaneously supporting spot algorithmic trading bots and Binance Convert zero-fee trading.
Toyota Spin-off Robotics Startup Walden Robotics Completes Approximately $300 Million Seed Funding Round, Valuation Reaches $1.1 Billion
According to Bloomberg, humanoid robot startup Walden Robotics, spun off from Toyota's robot research lab, announced the completion of approximately $300 million in seed funding, reaching a valuation of $1.1 billion, and officially emerging from stealth mode. This round was co-led by Deviation Capital and Toyota Motor Corporation, with Toyota's strategic investment and early venture capital arm also participating. Nvidia, Boeing, AE Ventures, Samsung Ventures, and CoreWeave Ventures participated as investors. Headquartered in Cambridge, Massachusetts, Walden Robotics was founded in January this year. It independently develops hardware, software, and AI models, focusing on building general-purpose humanoid robots capable of continuous learning and evolution in real-world environments, currently primarily deployed in the manufacturing and logistics sectors. The company has launched multiple commercialization projects, including a pilot program at a Toyota factory in North America, where robots work alongside human teams to complete 8-hour shifts daily, handling repetitive tasks such as parts loading and unloading, machine cleaning, and equipment preparation. Morgan Stanley predicts that the global humanoid robot market size is expected to surpass $5 trillion by 2050.
Goldman Sachs Bullish on AI Infrastructure, June Trading Near $7 Billion, SMCI Order Backlog $39 Billion
According to TechFlow Research, Goldman Sachs' June 30 AI Project Pulse Monthly Report shows that 7 major transactions tracked in June totaled nearly $7 billion. Argentum AI signed a $4.1 billion contract to deploy 27,000 GB300 GPUs for a leading AI company, supported by a 300MW Poland data center, going online in phases in 2026; India's Yotta Sovereign Cloud procured $2 billion worth of 20,736 B300s and 5,120 B200s, subsequently expanding to six Southeast Asian countries. Crypto mining farm AiOnX acquired 77% equity of Genesis Digital Assets for $500 million, converting 1.3GW of power from 15 mining farms to AI computing power. CoreWeave and Dell built the world's first fully validated Vera Rubin NVL72 rack, with 72 Rubin GPUs plus 36 Vera CPUs; NVDA confirmed mass production in the second half of 2026. SMCI raised $7 billion to address approximately $39 billion in backlog orders, covering more than 20 clients, with funds used to lock in upstream components in advance. Goldman Sachs simultaneously raised its global server market size forecast.
AI server intermediary platform Hydra Host raises $100 million, led by Kindred Ventures
Hydra Host, a data center software startup and AI server intermediary platform, has completed a $100 million funding round at a post-money valuation of nearly $800 million. The round was led by Kindred Ventures. Other investors include Nvidia, ARK Invest, Magnetar Capital (an early investor in CoreWeave), and existing shareholders Founders Fund and Flume Ventures.Founded in 2021, Hydra Host initially served cryptocurrency miners but has since pivoted to providing automation software for data center operators. This software enables them to rent out idle Nvidia AI server computing power and operate a GPU matching marketplace connecting GPU holders with renters. The company has now deployed its technology across 50 data centers globally, expanding from 30 in February of this year. (The Information)
Related news
CoreWeave Makes Significant Concessions for $2.6 Billion Financing, Oversubscribed 3x After Terms Improved
According to Yonhap News Agency, AI cloud computing company CoreWeave was forced to make significant concessions in a $2.6 billion loan project collateralized by compute supply contracts with Anthropic due to sluggish investor demand: raising the annual yield on the loan to 9.1% and adding a "Cash Flow Lockbox" protection clause to ensure revenue generated from Anthropic contracts is prioritized for debt repayment, a clause that will remain in effect until 50% of the loan principal is repaid or the server utilization rate falls below a specific level. Following the adjustment of terms, subscription demand reversed rapidly—buy orders received on the morning of July 30 totaled as high as $9 billion, exceeding the target financing amount by more than three times. A CoreWeave spokesperson expressed satisfaction with the financing results, describing the term revision as a "natural process of introducing innovative financial structures in a volatile market environment."
The stock god is exposed, and the market surges. All the stocks previously disclosed in Situational Awareness's holdings have skyrocketed.
Odaily Odaily News According to MSX.COM data, most of the holdings of the fund Situational Awareness, managed by AI stock god Leopold, have been sold off today. According to its 13F report for the first quarter of 2026 (as of March 31) previously submitted to the US SEC, multiple heavyweight stocks held by the fund saw significant gains today. Among them, CleanSpark (CLSK) rose over 19%, Riot Platforms (RIOT) rose 23.70%, Core Scientific (CORZ) rose over 21%, IREN Ltd (IREN) rose over 26%, and CoreWeave (CRWV) and Sandisk (SNDK) both rose over 22%.
Dragonfly Partner: The current AI boom may not have emerged without the development of the crypto industry
Dragonfly Partner Haseeb posted on X platform, stating that the current AI boom might not have occurred without the development of the crypto industry. He noted that over the past decade, Bitcoin miners accumulated expertise in power acquisition, site selection, and large-scale infrastructure construction in remote areas, which has laid an important foundation for the expansion of AI data centers today. Additionally, the demand for crypto mining helped NVIDIA transition from a gaming GPU manufacturer to a supplier of AI computing chips.Furthermore, the core teams of several emerging AI cloud service providers, including CoreWeave, Crusoe, Together AI, and Nscale, all have backgrounds in the crypto industry.
$3.5 Billion Debt Financing: Galaxy Digital to Support Data Center Projects
sources familiar with the matter revealed Galaxy Digital Inc. plans to issue approximately $3.5 billion in high-yield bonds for the first time, aiming to fund data center projects associated with CoreWeave Inc. According to the sources, Galaxy Digital is marketing the bond issuance to investors at a yield of around 9%. Morgan Stanley and Goldman Sachs are acting as underwriters for this issuance, with pricing expected to be finalized on Thursday. The sources requested anonymity as the information has not yet been made public.
Binance will add 10 new bStocks as collateral assets
According to the official announcement, Binance will add 10 bStocks tokens as eligible collateral assets to Cross Margin, Portfolio Margin, and Portfolio Margin Pro on July 22, 2026 at 13:30 (UTC), including SouthKoreaBull3XETF (KORUB), AXT (AXTIB), CoreWeave (CRWVB), DirexionMUBull2XETF (MUUB), GraniteShares2XLongMRVLETF (MVLLB), Tradr2XLongSNDKETF (SNXXB), GraniteShares2XLongINTCETF (INTWB), ProSharesUltraProQQQ (TQQQB), Quantinuum (QNTB), and Oracle (ORCLB). Margin trading for the corresponding bStocks trading pairs will be enabled simultaneously. This feature is available only to VIP3 and above users; borrowing is not currently supported.
Binance Trading Platform Adds 10 bStocks Trading Pairs Including CoreWeave
According to the official announcement, Binance will open 10 bStocks trading pairs—AXT (AXTIB), CoreWeave (CRWVB), GraniteShares 2X Long INTC ETF (INTWB), South Korea Bull 3X ETF (KORUB), Direxion MU Bull 2X ETF (MUUB), GraniteShares 2X Long MRVL ETF (MVLLB), Oracle (ORCLB), Quantinuum (QNTB), Tradr 2X Long SNDK ETF (SNXXB), and ProShares UltraPro QQQ (TQQQB)—on July 22, 2026 at 21:30, simultaneously supporting spot algorithmic trading bots and Binance Convert zero-fee trading.