Micron

US memory-chip maker; HBM supplier for AI accelerators.

Under $5bn of sales. A $42bn loss. $518bn of compute. None of it adds up today. All of it is already signed.

Firmus

+24

At a $3.3bn valuation. Arm and Netflix's co-founder are in. First chip: 2027.

DeepSeek

+27

And for good reason.

Together AI

+33

Feat. OpenAI, HSBC, Mistral, Carbon3.ai, DeepSeek, Micron, AWS, Deutsche Telekom, and Schwarz Group

Mistral