CoreWeave Inc（CRWV）のニュースとイベントCRWVCoreWeave Inc

CoreWeave Launches Physical AI Launchables

CoreWeave announced CoreWeave Physical AI Launchables, a catalog of physical AI workloads packaged as Templates, built and tested by CoreWeave engineers, that let robotics, autonomous vehicle, and simulation teams start a run with one command instead of rebuilding their environment first. Unveiled at NVIDIA GTC Berlin, CoreWeave Physical AI Launchables extends CoreWeave's platform into the engineering layer where physical AI work happens. The hard part of robotics and AV engineering is rarely perception, motion planning, or control systems. It is the week before the run, when someone has to stand up the environment, configure storage, and wait on the scheduler before the first job can start. CoreWeave engineers built and tested the configurations for the workloads these teams run most often, so teams start from something that already works instead of rebuilding the same environment for every new workload. CoreWeave Physical AI Launchables builds on a stack CoreWeave already operates: the infrastructure these workloads run on, observability that shows how a run is performing while it runs, and CoreWeave Forge for developing and improving models and agents. CoreWeave Physical AI Launchables extends that stack into the engineering layer, the software that engineers and developers run to build robots, AVs, and digital twins. That software comes from NVIDIA and the other companies leading this field. The configurations that make it run here are our own engineering work. Each Template is a tested starting point: teams point it at their own scenes and data, and run it against reserved capacity for a sustained program or as a burst job to test a single idea.

CoreWeave Launches Zero Trust AI Framework

CoreWeave announced the CoreWeave Zero Trust AI Framework, a customer-controlled security model that gives customers authority over access to their models, data, and runtime environments. Unveiled at NVIDIA GTC Berlin, the framework lets customers bring the security systems they already operate to CoreWeave Cloud rather than rebuilding around a provider-defined security model. The framework brings together six layers of protection: Zero Key Access. With Remote Key Encryption, customers use keys from the key infrastructure they already operate, whether a software key manager, a hardware security module, or a KMS in another cloud. Customers retain control of the keys protecting their data at rest without transferring key authority to CoreWeave, and without rebuilding key management workflows, policy controls, or governance processes to run sensitive training and inference workloads. Zero Node Access. Support Access Management makes provider access an explicit customer decision. Customers authorize access for a defined operational need rather than treating it as always available, and access ends when the authorized activity does. Zero Trust Infrastructure. CoreWeave attestation services allow the infrastructure executing a workload to be verified using hardware roots of trust. Attestation can also drive automated trust decisions, so a workload, key-management system, or orchestration layer can require valid evidence before releasing secrets, decrypting data, or allowing execution to proceed. Zero In-Use Access. CoreWeave intends to extend NVIDIA's third-generation Confidential Computing across CPUs, GPUs, and the NVIDIA NVLink fabric, including on NVIDIA HGX Rubin NVL8. HGX Rubin NVL8 is coming to CoreWeave Cloud in Q4 2026 and is built for agentic AI, so customers can run agents at scale while keeping models, data, and code protected while in use. CoreWeave plans to begin with select bare metal environments and extend to additional deployment models, including Kubernetes-based AI workloads. Additionally, CoreWeave intends to support the NVIDIA OpenShell Reference Architecture, which combines Rubin GPUs and Vera CPUs running the NVIDIA OpenShell secure runtime. Zero Model Data. As an AI cloud, not a competing model provider, CoreWeave does not use customer prompts, training data, model weights, or outputs to train or improve its own models. Zero Trust Network Encryption. CoreWeave uses IEEE 802.1AE MACsec to encrypt data moving across its backbone, making protected transport part of the network architecture rather than a burden on every application team.

Nasdaq Rebounds Thanks to AI Infrastructure Stocks

The Nasdaq rebounded from last week's losses thanks to dip buying in heavyweight AI infrastructure stocks. The advance follows tech weakness last week, when underwhelming financial results from Anthropic and signs of debt stress among cloud providers, especially CoreWeave, dented demand for speculative positions in the sector.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Anthropic announced plans to commit 5% of its shares to a Public Benefit Fund to enable the company to "pursue our mission in new ways"SpaceXCEO Elon Musk pledged to give one of his SpaceX shares to "every kid in America," adding that "this will be the first of many."Investment bankers have been circling Blue Owl Capital, meeting with its founders to propose a full or partial sale of the business, WSJ saysMicrosofthas withdrawn from a UK data center deal with Nscale, Bloomberg saysCleveland-Cliffsshares are rising after the steel company reported Q3 results that beat expectations2. WALL STREET CALLS:Goldman Sachs upgraded CoreWeaveto BuyAmeriprisedouble downgraded to Underperform at BofA amid retention challengesIntelupgraded to Neutral at JPMorganLongbow downgraded Whirlpool, citing a weakening consumer backdropDatadogupgraded to Outperform at Bernstein3. AROUND THE WEB:Hon Hai Precisionwill pay $727M for a 50% stake in Mitsubishi Electric'sautomotive components unit, Bloomberg saysUberwon its bid to throw out two lawsuits in the UK valued at EUR 340M brought by London black cab drivers and two former private hire companies over allegations on how it obtained a private hire vehicle operating license, Reuters reportsStellantisCEO Ned Curic said the company plans to continue hiring more engineers as the company rolls out new models as part of its turnaround plan, Bloomberg saysMorgan Stanleyhas entered a partnership with Raisin UK, a fintech platform, to provide savings accounts to individuals in the country, Bloomberg reportsQuantinuumsaid it has achieved record-setting results to correct the tendency for "qubits" at the center of a quantum computer to generate errors based on tiny disturbances in their environments, WSJ reports4. MOVERS:Silence Therapeuticsgained after entering an agreement to be acquired by Merck KgaAfor $20 per ADS in cashDisc Medicineincreased after reporting its APOLLO trial of bitopertin met all its primary and secondary endpointsStriverose after announcing it purchased 4,045 bitcoinFervo Energyfell after JPMorgan removed it from its Analyst Focus ListDynex Capitaldeclined after reporting quarterly results5. EARNINGS/GUIDANCE:Nyxoahreported preliminary Q3 results and cut its guidance for FY26Cleveland-Cliffsreported Q3 results, with EPS beating consensusFifth Thirdreported Q3 results and provided guidance for Q4Eos Energyprovided guidance for Q3 and backed its outlook for FY26EquipmentShareraised its outlook for FY26INDEXES:The Dow fell 36.38, or 0.07%, to 51,966.03, the Nasdaq gained 290.85, or 1.11%, to 26,430.89, and the S&P 500 advanced 31.29, or 0.41%, to 7,690.73.