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Chinese tech and telecom giant; maker of Ascend AI chips.
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
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
Feat. OpenAI, Microsoft, G42, NVIDIA, Huawei, Humain, Qualcomm, OpenFold3, SambaNova, Amazon, and China
OpenAI
+11
Feat. Nscale, NVIDIA, OpenAI, Microsoft, Carbon3.ai, Nebius, CoreWeave, Luminary Cloud, Intel, Huawei, Google, and BlackRock
+12
Feat. OpenAI, Google, Nvidia, CoreWeave, Vultr, Perplexity, Motorola, Huawei, Microsoft, and du
+8
