
CoreWeave may swallow Core Scientific's EPS or increase by 5%, Macquarie maintains a neutral rating

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CoreWeave plans to acquire Core Scientific for $9 billion, with an expected increase in earnings per share (EPS) of approximately 5% after the transaction is completed. This acquisition will significantly expand CoreWeave's data center footprint, increasing total power generation capacity to about 1.3 gigawatts. The transaction is expected to be completed in the fourth quarter of 2025, subject to regulatory approval and shareholder consent. Macquarie maintains a neutral rating on CoreWeave, believing that this acquisition will reduce capital costs and potentially bring additional benefits
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