IREN

Renewable-powered miner (formerly Iris Energy) pivoting to AI cloud.

Two federal statutes. One set aside. One enforced.

z.ai

+12

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.

OpenAI

+16

The biggest GPU cluster on earth could not produce a competitive model. Maybe GPUs aren't all you need?

Digital Ocean

The US government had the busiest week in AI infrastructure history. None of it was good for free markets.

OpenAI

Feat. Nscale, IREN, Lambda, Microsoft, Nebius, Ark Data Centres, Edison Scientific, AWS, OpenAI, Cipher Mining, Starcloud, Crusoe, SpaceX, and Google

OpenAI

+14