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Search and cloud giant; builds its own TPU accelerators and Gemini 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
Because not training on customer data only applies to enterprises.
+12
At a $3.3bn valuation. Arm and Netflix's co-founder are in. First chip: 2027.
+27
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.
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.
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.
OpenClaw is now only the second most-starred GitHub repo in history
+9
The ambition keeps scaling. The due diligence keeps lagging behind.
+11
Feat. Sharon AI, Mistral, Koyeb, AMD, Crusoe, Google, Anthropic, OpenAI, G42, Cerebras, Meta, NVIDIA, Submer, Radian Arc, GTPL and Datasamudra
Mistral
Feat. NVIDIA, OpenAI, SpaceX, xAI, CoreWeave, Lambda, Anthropic, Positron AI, Cerebras, Amazon, Google, and Scotland
+13
Feat. Google, Apple, NVIDIA, AMD, Washington, Polarise, Macquarie, Basecamp Research, OpenAI, Cerebras, Meta, Soluna, Metrobloks, Bitzero, and HydraHost
+14
Feat. NVIDIA, Groq, xAI, Nscale, Whitefiber, Z.ai, DRAM, Google, Intersect Power, and Fermi America
z.ai
+10
Feat. Hut 8, Fluidstack, Anthropic, Carbon3.ai, Core42, NVIDIA, Mythic, Google, and Vantage
Weekly
