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US developer of HPC and AI data-centre campuses.
But don't call it vendor financing.
Apollo
+27
Subsea cables were built as public goods. Four American companies turned them into private infrastructure.
OpenAI
+18
Plus OpenAI's new revenue model, photonic inference, Nadella's bubble talk, and another 430MW for Applied Digital
+8
Feat. SoftBank, Digital Bridge, Applied Digital, ChronoScale, Meta, Manus, xAI, Lisuan, and Microsoft
Lisuan
+9
Feat. NVIDIA, OpenAI, Anthropic, Google, Crusoe, Starcloud, Microsoft, Alibaba, Meta, Blue Owl, and Applied Digital
+11
Feat. BoE, CoreWeave, MonolithAI, QumulusAI, Permian Labs, AMD, OpenAI, Oracle, and Applied Digital
Feat. Nvidia, Lambda, CoreWeave, OpenPipe, Beyond.pl, Anthropic, Amkor, Google, and Applied Digital
Amkor
Feat. The UK, Biden, Vantage Data Centres, Nscale, Kyndryl, Applied Digital, CoreWeave, Nvidia, Mistral, Microsoft, TSMC, and AWS
Mistral
Feat. Johor, Blackstone, DDN, Applied Digital, Nvidia, AMD, Trump x DAMAC, Microsoft, and CrewAI
Johor
+12
