After the election, data centers hit the brakes, Microsoft tightens scrutiny again—can CoreWeave and Nebius financial reports land smoothly?

BlockBeats news, November 10 — Following the U.S. midterm elections, newly elected Texas Governor Gina Hinojosa proposed a moratorium on new data center construction until the state legislature establishes relevant regulatory rules. Microsoft was subsequently reported to have tightened its review of some data center projects involving Nebius, IREN, and Nscale, and to be reassessing new partnerships.

Against this backdrop, CoreWeave (CRWV) and Nebius (NBIS) will report earnings successively this week. AI compute orders continue to grow, but project delivery delays, massive capital expenditures, and financing pressures are intertwined. Can the two companies fulfill orders on schedule, and can existing funds support the next phase of expansion?

CoreWeave will report third-quarter results after market close on November 10 U.S. Eastern Time, with the conference call scheduled for 06:00 Beijing Time on November 11; Nebius will report results before market open on November 12 U.S. Eastern Time, with the conference call scheduled for 21:00 Beijing Time that day.