ByteDance
Chinese owner of TikTok; a large AI-model and GPU investor.
Issue #124: Nvidia May Help Fund Anthropic's $2 Trillion IPO
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
Issue #109: IREN's GPU Debt Goes Investment-Grade, Helion Triples to $15.5B for AI Fusion Power, & CoreWeave Lights Up First VR200
Cheaper money, faster hardware access, bigger cheques, and a $15.5B bet on fusion: to the (current) winners go the spoils.
Megaport
+18
