CoreWeave partners with Wayve for AI model training

Key Takeaways

• CoreWeave signed a multi-year deal with Wayve using NVIDIA Blackwell GPUs for autonomous driving AI training, though terms were not disclosed.
• Wayve was valued at $8.6 billion after a $1.5 billion funding round in February 2026 and also uses Microsoft Azure infrastructure.
• Alphabet reported $127.6 billion in Q3 2026 revenue, up 25%, with R&D spending up 36% focused on Gemini and AI talent.
• Amazon is building AI agents to support 2 million Indian sellers, aiming to reach 15 million businesses by 2030.
• Cisco warned that shadow AI usage increases data breach costs by an average of $670,000 compared to organizations with little shadow AI.
• Trimble launched AI tools including Trimble Assist and Trimble Agent Studio at Dimensions 2026, integrating over 400 data sources.
• Zoom's AI Launchpad offers startups up to $150,000 in credits to build AI-native applications without giving up equity.
• Mauritius Telecom and AWS launched a free AI skills portal with 16 courses, targeting 50,000 trained Mauritians.
• Shield AI reached a $28.8 billion valuation with $1 billion in Series H funding reported by Bloomberg.
• CoreWeave, valued at $25.6 billion, faces competition from hyperscalers and Nebius Group as it expands into autonomous driving compute.

CoreWeave Cloud to power Wayve's AI Driver training

CoreWeave Cloud will power Wayve's AI Driver training using NVIDIA Blackwell GPUs. The agreement supports training, evaluation, and simulation for autonomous vehicles. Wayve's AI Driver learns from real-world driving data collected in more than 70 countries. The technology aims to accelerate commercial deployment across personally owned cars and robotaxis.

CRWV Stock Rallies as Wayve Deal Boosts Physical AI Growth

CoreWeave stock rallied 6% after its agreement with Wayve for AI model training. The deal could expand CoreWeave's customer base beyond generative AI into autonomous driving. Competition from hyperscalers and providers like Nebius Group remains a challenge. CoreWeave currently carries a Zacks Rank #3 Hold rating.

Wayve bets its driver on rented Blackwell muscle

Wayve chose CoreWeave Cloud to train its autonomous driving AI using NVIDIA Blackwell GPUs. The company wants dedicated computing time to process driving data from over 70 countries. CoreWeave did not disclose the contract value, duration, or number of GPUs. Wayve's AI Driver must prove each model version beats the last before deployment.

CoreWeave reportedly signs multi-year deal with Wayve

CoreWeave reportedly signed a multi-year agreement to provide cloud computing for Wayve's self-driving AI training. Neither company publicly confirmed the deal as of November 9, 2026. No dollar value, start date, or specific contract length was disclosed. Wayve's infrastructure also runs through Microsoft Azure, and the company was valued at $8.6 billion after a $1.5 billion funding round in February 2026.

What Does CoreWeave Winning a New AI Training Deal Mean?

CoreWeave agreed to a multi-year AI cloud infrastructure deal with autonomous driving company Wayve. The agreement supplies NVIDIA Blackwell GPUs for training autonomous vehicle AI models. CoreWeave, valued at $25.6 billion, focuses on high performance computing for AI training. Investors should watch CoreWeave's Q3 2026 earnings release on November 10, 2026 for more details.

Trimble launches new AI tools and machine control hardware

Trimble announced new AI capabilities and machine control hardware at its Dimensions 2026 conference in Las Vegas. The new tools include Trimble Connect AI features like Trimble Assist and Trimble Agent Studio to help reduce construction risks. Trimble also introduced Trimble Connect Scheduling, an AI-assisted solution for planning and tracking construction schedules. The platform integrates field hardware, machine telemetry, and jobsite data across more than 400 integrations.

Trimble embeds AI across design and construction

Trimble introduced AI capabilities spanning design, construction, and project operations at its Dimensions User Conference. The tools include generating architectural options from point-cloud data, converting natural-language prompts into structural models, and AI-powered diagnostics for machine-control systems. Trimble Assist provides a conversational AI interface, while Trimble Agent Studio lets customers build custom AI agents from their own procedures. CEO Rob Painter said the approach helps manage risk across the built lifecycle.

Redalpine closes $250M fund for European science startups

Redalpine closed an oversubscribed $250 million early-stage fund called RAC VIII in Zug. The fund will invest $1 to $15 million in about 20 European startups focused on software and science. Half of Redalpine's investment staff are trained scientists, including biologists, physicists, and engineers. The fund targets technical risk in areas like fusion, robotics, and biotech before companies have revenue.

Shield AI reaches $28.8 billion valuation in new funding round

Shield AI reached a valuation of $28.8 billion in a recent funding round. Bloomberg reported the round includes $1 billion in Series H funding to support a radar acquisition. The valuation is said to be up 127% since March, though Shield AI did not confirm that figure. The company's leadership background in public company finance signals preparation for scaling defense autonomy operations.

C3.ai stock outperforms market ahead of earnings report

C3.ai shares rose 2.65% to $12.00, outperforming the S&P 500, Dow, and Nasdaq. The company is expected to report earnings of negative $0.22 per share and revenue of $53.09 million in its upcoming release. For the full year, analysts project earnings of negative $0.76 per share and revenue of $223.01 million. C3.ai currently holds a Zacks Rank of #3, or Hold.

Cisco warns unapproved AI tools raise data breach risks

Cisco highlighted growing cybersecurity risks from shadow AI, as employees use unapproved AI tools at work. Organizations with high shadow AI usage faced data breach costs averaging $670,000 more than those with little shadow AI. Fady Younes, Cisco's Managing Director for Cybersecurity in METAC, urged businesses to improve visibility, access controls, and AI governance policies. Cisco outlined three key priorities to help organizations manage shadow AI risks while still supporting innovation.

Amazon plans AI agents to support 2 million Indian sellers

Amazon is developing AI-powered agents to help small businesses and artisans in India with inventory management, order fulfillment, and customer service. The agents will understand and respond in multiple languages including English, Hindi, and regional languages. This initiative is part of Amazon's goal to reach 15 million businesses in India by 2030, up from the current 2 million. Amazon also plans to launch a new online platform for artisans to sell products and manage their businesses.

Zoom AI Launchpad offers startups up to $150K in credits

Zoom announced its AI Launchpad program, giving eligible startups up to $150,000 in complimentary credits to build AI-native applications without giving up equity. The program provides access to Zoom AI Services, including speech recognition, summarization, translation, voice AI, and decision intelligence. Startups can use these tools to build voice AI agents, conversation intelligence apps, multilingual experiences, and AI-powered workflows. Applications are reviewed on a rolling basis, and selected startups may also receive engineering guidance and introductions to enterprise customers.

Mauritius Telecom and AWS launch free AI skills portal

Mauritius Telecom launched the myt Learning Hub Portal, a free online platform offering digital and AI training developed with Amazon Web Services. The portal opens with 16 courses and supports a national goal to train 50,000 Mauritians in digital skills. ICT Minister Avinash Ramtohul called the 50,000 target a national priority, while Tertiary Education Minister Kaviraj Sharma Sukon encouraged universities to use the platform. The launch is part of Mauritius Telecom's shift from connectivity toward digital services, following its mytGPT for Education pilot in classrooms.

Amazon Bedrock tokenomics data lake centralizes AI cost tracking

A new observability data lake aggregates Amazon Bedrock invocation logs from multiple linked accounts into one queryable table. It captures prompts, model responses, input and output token counts, model choice, stop reasons, and account details for each invocation. This helps platform and ML engineers debug usage spikes, spot wasteful prompts, and compare token efficiency across teams. The data lake moves each invocation through five stages, enabling teams to audit calls, review model families, and govern usage across the organization using Athena queries.

Alphabet Reports USD 127.6 Billion Revenue as AI Spending Grows

Alphabet reported third-quarter 2026 revenue of USD 127.6 billion, a 25% increase marking its thirteenth consecutive quarter of double-digit growth. Total cost of revenue rose 24% to USD 51.4 billion due to higher hardware costs for tensor processing unit systems, depreciation and technical infrastructure. Operating expenses increased 20%, with research and development costs up 36% as the company invested in AI talent and Gemini. The company continues expanding AI capabilities across Google Search, YouTube and Google Cloud.

Sources

• CoreWeave Cloud to power Wayve's AI Driver training in deployment of autonomous vehicles
• CRWV Stock Rallies 6%: Can Wayve Deal Fuel Its Physical AI Growth?
• Wayve bets its driver on rented Blackwell muscle
• CoreWeave reportedly signs multi-year deal with Wayve for AI model training
• What Does CoreWeave (CRWV) Winning A New AI Training Deal Mean?
• Trimble Launches New AI Capabilities, Machine Control Hardware
• Trimble embeds AI across AECO
• Redalpine closes $250M bet on science
• Shield AI valuation $28.8 billion resets autonomy bar
• C3.ai, Inc. (AI) Beats Stock Market Upswing: What Investors Need to Know
• Cisco highlights growing data security risks as shadow AI adoption expands
• Amazon eyes AI agents for 2 mn Indian sellers, targets 15 mn businesses
• Zoom's new AI Launchpad offers up to $150K in complimentary credits to build next-gen apps
• Mauritius Telecom and AWS Launch Free AI and Digital Skills Portal
• Amazon Bedrock tokenomics data lake
• Alphabet Inc. (NASDAQ:GOOGL) Advances Cloud and AI Investment After Quarterly Revenue Reaches USD 127 Billion