1. Core Scientific shareholders have rejected an acquisition offer worth $9 billion from competitor CoreWeave, following a recommendation from their largest shareholder to pursue independent growth due to accelerating investments in AI infrastructure.
2. The rejection of the deal has led to a rise in Core Scientific's stock price and a market cap of $6.6 billion, while CoreWeave has instead acquired Marimo, an open source Jupyter Notebook competitor, for an undisclosed sum.
3. As a result of continued investments in AI infrastructure and acquisitions like Marimo, some analysts are suggesting that we may be entering or heading towards an AI bubble.