Seema Mody

CoreWeave is facing a crisis of confidence on Wall Street that's playing out in real time among equity and bond investors. With interest rates spiking and AI build-out concerns mounting, debt-heavy neoclouds like CoreWeave are being viewed by many market ... See more

Apollo Capital Management and several banks are in discussions with SpaceX to help facilitate the company's purchase of $40 billion worth of Nvidia graphics processing units, according to a person familiar with the talks who asked not to be named to discu... See more

Palantir CEO Alex Karp doubled down on his criticism of the frontier artificial intelligence labs on Monday, arguing that enterprises shouldn't be forced to give up their intellectual property to work with model makers. "We have people trying to drug addi... See more

Investors are getting increasingly uncomfortable with the amount of capital needed to make the artificial intelligence buildout a reality. It's playing out in real time in the bond market, where the biggest names involved in the blitz — Google, Amazon and... See more

An exclusive look inside GE Vernova's largest gas turbine plant in Greenville, South Carolina, offers fresh evidence that the artificial intelligence boom is going strong. Inside, engineers are working alongside factory workers to speed up production of t... See more