The Twitter profile of Dave Davies, covering SEO/GEO and AI. I spend more time on LinkedIn: https://nitter.cf/t.co/V60S06Mp2g
Victoria, BC, Canada
Joined June 2008
- Tweets34.7K
- Following284
- Followers4.2K
- Likes17.2K
David Davies retweeted
Today we're taking the CoreWeave Global AI Network to the Middle East and Asia Pacific, on a backbone that runs at Petabit scale.
That's enough to stream a 4K movie to 66 million people at once. We'd rather move your datasets and checkpoints 🍿😉
All of it moves encrypted with MACsec, in hardware at line rate, across the backbone and inside our data centers, so security doesn't cost you throughput.
New points of presence in the UAE, India, Indonesia, Singapore, Australia, South Korea, and Japan are coming online beginning in Q4, bringing the network to four continents. crwv.co/uua8r
David Davies retweeted
Fifty million dollars in sales, decided by an AI agent, with no human ever weighing in. That's already happening & it's just one of three ways AI is deciding who gets the sale. @jasonmbarnard breaks down all three in this episode.
#AEO #PerfectClick #AgenticClick #ImperfectClick
There are three kinds of clicks deciding whether AI recommends you or a competitor & most brands only know one. One of them already made $50M in sales, with the buyer never making the decision themselves
#AEO #PerfectClick #ImperfectClick #AgenticClick
@TeamKalicube @Strategic_E
David Davies retweeted
Q2 2026 is in the books.
$2.6B revenue, up 112% YoY
$104B backlog
$128M operating profit, margins expanding into Q3/Q4
Congratulations to our team, and thank you to our customers.
Read the full Q2 2026 results $CRWV utm.io/ur9OB
David Davies retweeted
Closed a $2.6B facility. For the first time in AI infrastructure, lenders are financing customer contracts that are shorter dated than the debt itself. That’s real confidence in the long-term value of NVIDIA GPUs running on CoreWeave. $CRWV
investors.coreweave.com/news…
David Davies retweeted
We are the first cloud provider to bring up and validate @nvidia Vera Rubin NVL72.
Not just the hardware. The full stack: software-defined liquid cooling (Valvey), unified rack control (Racky), CoreWeave Mission Control across the fleet.
Read the blog: utm.io/uqEQP
David Davies retweeted
AI search is exploding, creating a massive blind spot for website traffic. While clicks are shifting, visibility shouldn't ✖️
GA is introducing automated AI Assistant traffic measurement. Track & trend human traffic from top chatbots directly in reports → goo.gle/43rpCMw
David Davies retweeted
Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.
It’s happening faster than we thought, and the implications deserve greater attention. anthropic.com/institute/recu…
David Davies retweeted
Fully Connected 26: Built for AI is built around the people doing the work. Customer stories, technical depth, and demos showing what’s breaking, what’s working, and what comes next.
Speaker apps close June 26.
Got a story worth telling? Submit now → utm.io/up30W
#FullyConnected26
David Davies retweeted
Meet Gemma 4 12B!
A unified, encoder-free multimodal model designed to bring high-performance intelligence directly to your laptop, and released under an Apache 2.0 license.
Bridging the gap between edge efficiency and advanced reasoning. Here is what’s new with Gemma 4 12B: 👇
David Davies retweeted
The rumors are true 👀
Proud of the CoreWeave engineering team and our partners (like @Dell) who are the first to have a fully working @nvidia Vera Rubin NVL72, achieving yet another major milestone in bringing next-generation AI infrastructure online.
Stay tuned, there is so much more to come...
David Davies retweeted
Introducing Gemini Omni 🔮........ Omni is our new model that can create anything from any input — starting with video (think Nano Banana but for video). Available in the Gemini App, Flow, and YouTube, with API support coming soon!
David Davies retweeted
Google to no longer support FAQ rich results searchengineland.com/google-…
David Davies retweeted
Ugh. Google's new AI Mode no longer sends users directly to other sites when they click a link.
Instead AI Mode *stays open* while it opens the website in an adjacent window.
The user may see your site, but they never leaves Google. Another brick in the walled garden.
David Davies retweeted
Introducing Gemini Robotics ER 1.6, our new SOTA robotics model 🤖 which excels at visual and spacial reasoning, now available via the Gemini API!
David Davies retweeted
CoreWeave and @Meta expand their collaboration with a $21B agreement through 2032, building on $14.2B from September — bringing the total announced with Meta to ~$35B.
A clear signal: demand is accelerating, driven by inference. coreweave.com/news/coreweave…
David Davies retweeted
Introducing W&B Skills for coding agents!
Watch us install the skill, point it at a live fine-tuning project with thousands of traces and RL training runs, then query it all from the terminal in seconds.
Also works with @weave_wb to pull in your agent traces and spot failures.
David Davies retweeted
NEW: GLM-5 is live on W&B Inference!
The mysterious "Pony Alpha" model that had AI twitter in a frenzy for weeks.
744B params. MIT licensed. SOTA open-source across coding, reasoning, and agentic tasks.
Follow along below to claim your $20 in inference credits 👇
David Davies retweeted
We just got some news from @cursor_ai!
They're giving every hacker who registers and builds at WeaveHacks 3 $50 in credits!
You read that right. $50!
The theme is self-improving agents.
Register below and we'll see you on Sat and Sun!