CoreWeave

May 15, 2026

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Behind-the-Meter Gas Is the New Default. Chevron Just Set the Texas Template.

CoreWeave crossed 1 GW active power in Q1, contracted 3.5+ GW total, and raised 2026 capex guidance to $35 billion on a new $21 billion Meta commitment.

May 4, 2026

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NERC's Rare Grid Warning Hands Texas Developers an 18-Month Window

The company has restructured around cloud leases with AWS, Microsoft, Oracle, and CoreWeave rather than owned greenfield builds.

April 15, 2026

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Build Your Own Power Plant or Lose Your Place in Line

The state's hyperscale market is fragmenting: Meta, Prometheus Hyperscale, Crusoe, and Related Digital (with a $1.2 billion CoreWeave-anchored campus) all operate in Wyoming.

April 13, 2026

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ERCOT's Queue Is Separating Real Developers From the Rest

Amazon, Google, Meta, Microsoft, OpenAI, and Coreweave are all redirecting capital inland, drawn by ERCOT's deregulated market structure, below-average electricity costs, and faster commercial contracting.

April 5, 2026

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West Texas Is Open for Business. Austin Is About to Set the Terms.

CoreWeave's CEO has already disclosed third-party construction delays.

March 9, 2026

The retreat, confirmed by OpenAI compute manager Sachin Katti, removes **800 MW of near-term demand** from ERCOT's Abilene region and triggered immediate market fallout: Bloom Energy dropped 15%, CoreWeave fell 2.5%, and Oracle slid 1.1%.

March 2, 2026

Denton's existing GPU cluster is already competitive, with CoreWeave and CoreScientific operating 16,000 deployed GPUs nearby.