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The first $45 billion deal was announced in August. Nscale is also seeking an IPO at a $30 billion valuation.
Daily
The board may add 2 percentage points for each 50% increase in Anthropic's value.
95MW in phase one from late 2027, a planned 325MW second phase in 2028, and $8B for the data centre.
OpenAI disclosed four June 2025 incidents, and test agents also drew crypto from a test wallet.
Compute cost Character.AI $56 million in eight months. Lenders are now running the same numbers on the neoclouds.
IDC
+30
Analysts expect net profit up 65% to T$746.3 billion, and revenue already rose 50%.
Search traffic fell 99% and Yandex.Cloud 90% after strikes on three data centres, 7 to 11 October.
The FBI says a listening device was found in an OpenAI conference room and an employee was arrested. Plus SK Hynix down 8.8% and a 4-1 FERC vote on Duke.
Up to 1.5GW, and Fluidstack says it sought no tax abatements.
The other $223M is a Series B led by ARCHIV with NVIDIA taking part. CTBC led the credit facility.
Jev is a non-text model. Oxide raised $445M for racks. Hydro-Québec is in a power struggle with Google.
TensorWave's binding lease covers 222MW, with up to 650MW more, and the draft environmental impact statement is done, the American Nuclear Society reports.
Australia's biggest float in years asked public buyers for nearly three times the last private price. They said no.
Firmus
+36
Operating profit for Q3 is estimated at 107.4tn won, its fourth record quarter in a row.
More than 33,000 were rated critical or high severity, and vetted teams now get Mythos 5.1.
An 18 March briefing, a 1 April MOU and a proposed $32B Queensland campus.
David Robinson oversaw safety reports for 12 frontier-model launches before resigning.
Firmus is also seeking a concurrent Nasdaq listing, as multiple AI companies pursue public listings.
More than 100 organisations, including Microsoft and JPMorgan, are using it at launch.
The move gives Macquarie exposure to Zerra's 2GW Asia-Pacific pipeline across Australia, Japan and India.
Under $5bn of sales. A $42bn loss. $518bn of compute. None of it adds up today. All of it is already signed.
+24
CEO Sanjay Mehrotra said demand will exceed supply through 2027, with HBM prices above 2026.
A non-zero chance of extinction apparently comes with a $2T valuation.
Revenue jumped 12x to $4.6B. They still burned through $8 billion. And they're planning to spend half a trillion more.
OpenShell brings agentic control to the masses
