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The GPU's Saturday weekly breakdown of the compute market.
The amended S-1 shows a $567m operating loss in the September quarter and $895.4bn of compute commitments.
TeraWulf
+29
Anthropic's public S-1 shows a $974m quarterly operating profit, earned while most of its compute is still on order.
Apollo
+23
Anthropic's draft prospectus shows $16.3bn of revenue and $450bn of cloud contracts it cannot cancel.
DeepSeek
+30
Compute cost Character.AI $56 million in eight months. Lenders are now running the same numbers on the neoclouds.
IDC
Australia's biggest float in years asked public buyers for nearly three times the last private price. They said no.
Firmus
+36
Under $5bn of sales. A $42bn loss. $518bn of compute. None of it adds up today. All of it is already signed.
+24
Five thousand two hundred feet of New Mexico dirt is holding up 2.45 gigawatts.
OpenAI
Up to $100 billion on Nasdaq. Nvidia is in talks for as much as $10 billion of it, and Amazon is expected to add equity too.
z.ai
+10
Because not training on customer data only applies to enterprises.
+12
$3.5bn into MediaTek and $12.93bn for Hugging Face. Because all roads lead to Jensen.
Baidu
A reported $12.9bn bid for Hugging Face. NVIDIA systems 15% dearer the same week.
+8
Because the choice between GPUs and something else is a false choice.
CoreWeave
+6
But don't call it vendor financing.
+27
At a $3.3bn valuation. Arm and Netflix's co-founder are in. First chip: 2027.
Sale and leaseback becomes the model.
SK Group
+25
9.3%. No press release. Locked up until September.
Tata
+26
The frontier model race is opening up
And for good reason.
Together AI
+33
Built to compete. Now for rent.
And the model they plan to train doesn't exist yet.
Two federal statutes. One set aside. One enforced.
The largest IPO in history just priced one of the largest AI compute landlords on earth
New funding and a new model. On the same day. Dario spoils us.
+16
Subsea cables were built as public goods. Four American companies turned them into private infrastructure.
+18
NVIDIA still owns training. This week the market priced the bet against it owning anything else.
+11
