The proposed acquisition of Core Scientific by CoreWeave for $9 billion is under scrutiny following a recommendation from Institutional Shareholder Services (ISS) urging shareholders to reject the deal. Key shareholders, including Two Seas Capital, believe Core Scientific could perform better independently, citing the volatility of CoreWeave’s stock and the rushed process behind the merger. ISS criticized the acquisition process, arguing it failed to secure the best terms for shareholders.
Analysts project that the future of the data center market will hinge on AI demand fluctuations. The push for AI infrastructure is transforming traditional data center placement strategies, favoring remote locations due to high resource demands. Experts indicate that the ongoing generational shift towards AI-optimized workloads is compelling CIOs and investors to re-evaluate their strategies in light of capacity constraints and evolving industry standards. The interplay between AI demand and data center costs will shape the competitive landscape in this emerging market.
👉 Pročitaj original: CIO Magazine
