AI Infra Surge: CoreWeave $8.5B Loan, Nebius 310MW Factory

The Big Idea

Forget headlines about chatty AIs or image generators—the real action in AI right now is underground, in the humming server farms that make it all possible. CoreWeave just pulled off a financing coup with an $8.5 billion GPU-backed loan, earning investment-grade ratings that would make most CEOs jealous. At the same time, Nebius is going nuclear with a 310MW AI factory in Finland. Together, these moves spotlight the white-hot scramble to build the infrastructure backbone for the...