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AI safety company and developer of the Claude family of models.
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
But don't call it vendor financing.
+27
At a $3.3bn valuation. Arm and Netflix's co-founder are in. First chip: 2027.
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.
Two federal statutes. One set aside. One enforced.
Cheaper money, faster hardware access, bigger cheques, and a $15.5B bet on fusion: to the (current) winners go the spoils.
Megaport
+18
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.
NVIDIA still owns training. This week the market priced the bet against it owning anything else.
+11
The biggest GPU cluster on earth could not produce a competitive model. Maybe GPUs aren't all you need?
Digital Ocean
+9
Distillation is apparently theft when China does it to American models and a $60 billion acquisition target when an American company does it to Chinese ones.
OpenAI closes another Stargate. Sustainable footwear provider becomes neocloud. Totally normal week.
