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- Red Hat AI Factory with NVIDIA Accelerates Agentic AI Security Capabilities Across the Open Hybrid Cloud
Red Hat announced expanded updates to its collaboration with NVIDIA to strengthen security and safety for agentic AI on Red Hat AI Factory with NVIDIA. Key additions include the OpenShell Reference Architecture, built on an open source agent sandbox runtime that provides standardized guardrails, operational visibility and runtime safety. For model inference, the companies developed a reference design with Model-as-a-Service access control, AI Gateway, vLLM and llm-d that separates access governance from execution, and the stack fully supports NVIDIA Nemotron 3.5 Super VL. Red Hat is also providing Day 0 enablement for NVIDIA Vera Rubin and added support for Vera CPUs in Red Hat Enterprise Linux for NVIDIA, with the solutions available through partners including Cisco, Dell Technologies and Lenovo.
- CoreWeave debt tumbles anew as Korean neocloud IPO tanks
CoreWeave's debt fell again on October 20 as investors reacted poorly to the public-market debut of Elice Group, a South Korean cloud company often called the South Korean equivalent of CoreWeave. Despite being almost 400 times oversubscribed and pricing at the top of its range, Elice's shares plunged over 32% in their KOSDAQ debut. The article says this is another sign that the neocloud business model might be broken. Elice locked in its IPO pricing on October 6, a day before macro anxiety and capex concerns.
- CoreWeave Stock Is Getting Crushed. Here's What Investors Should Watch.
CoreWeave (CRWV) shares had fallen nearly 25% for the week as of Oct. 16, and the article points to the bond market as the more worrying signal, with yields on some of its bonds climbing to roughly 15%–16%. According to Reuters, CoreWeave carries about $50 billion in debt, and its business requires heavy upfront spending on GPUs and data centers before it generates revenue. Operations are still growing: second-quarter 2026 revenue rose 112% year over year to $2.6 billion, and backlog reached about $104 billion. However, the company posted a $626 million net loss in the quarter and $640 million in net interest expense. The article suggests investors watch financing costs, cash generation and debt, and returns on infrastructure investment.
- AI Cloud Stocks Rise as Musk Calls Overcapacity Talk 'Ridiculous': Nebius and CoreWeave Gain 3%, Oracle Edges Higher
AI cloud stocks rebounded from last week's selloff, with Nebius up 3% to $176.60, CoreWeave up 3% to $63.77 and Oracle up 1%. On SpaceX's Q3 2026 earnings call, Elon Musk called overcapacity talk 'ridiculous' and said hyperscalers keep asking to rent more compute, reversing the tone of his 'Yikes' post on X the week before, which followed rising yields on CoreWeave's bonds. Nebius said it could sell all of next year's planned capacity at current prices and has $37.5 billion in remaining performance obligations, though it faces customer concentration and heavy infrastructure spending. The article suggests financing, especially CoreWeave's reliance on debt, will decide the next move, and that these shares remain volatile.
- CRWV, NBIS, NVDA Jump Overnight: Musk Says SpaceX Could Rent Compute ‘Several Times Over,’ Analyst Dismisses Glut Fears
CoreWeave (CRWV) rose 5% and Nebius (NBIS) climbed 6% overnight, while Nvidia (NVDA) gained 2% and Intel (INTC) 4%, after Elon Musk said SpaceX could rent out its compute “several times over” amid strong demand from hyperscalers and smaller firms. Deepwater's Gene Munster said SpaceX's Super Intelligence segment beat expectations by 17%, generating $7.6 billion in Q3 revenue, while ARK's Brett Winton said renewal prices on the same chips are rising year over year. SpaceX ended September with 1.7 gigawatts of nameplate compute capacity and expects 2.5 to 3 GW by year-end, and Musk said he would be surprised if it brought on less than 13 GW by the end of 2027. The company spent $19.6 billion on capital expenditure in Q3, and Dan Niles said its Q1 revenue and Q4 capex forecasts sit well above consensus.
- Anthropic in talks for second multibillion-dollar Nscale deal - CNBC
Anthropic is in talks with U.K.-based Nscale for a second multibillion-dollar deal to lease computing capacity at a U.S. site, according to CNBC, citing a person familiar with the matter. The agreement would reportedly cover a second 460-megawatt data center at the West Virginia site of an initial deal announced in August, and could be worth about $45 billion. Competitors CoreWeave and Nebius saw their shares fall 28% and 27%, respectively, over the past month. The Telegraph reported that Microsoft pulled out of a deal to anchor an Nscale data center outside London due to power grid connection delays, and Nscale, which filed to go public on the NYSE in September, is reportedly delaying those plans amid valuation concerns in the sector.
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In the Loop host Ejaaz Ahamadeen makes the bull case for CoreWeave (CRWV), arguing that demand is pushing secondhand GPU prices higher. He cites comments from Amazon CEO Andy Jassy on demand for AI infrastructure and says AI capex differs from the dotcom era because buyers are willing to pay premiums. According to the host, secondhand GPU prices are at their highest ever, with older GPUs now worth twice their original price despite being 5 to 10 years old. He also argues CoreWeave's financing is not siloed, since customers such as Microsoft, Meta and Google can obtain attractive financing rates. He cites Elon Musk saying talks to buy compute from neoclouds have been the hardest ever, which the host attributes to providers having already pre-sold capacity at higher premiums.
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