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Cloud and software giant; operator of Azure and OpenAI's largest backer.
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
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.
+29
And the model they plan to train doesn't exist yet.
OpenAI
+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.
+16
Subsea cables were built as public goods. Four American companies turned them into private infrastructure.
The biggest GPU cluster on earth could not produce a competitive model. Maybe GPUs aren't all you need?
Digital Ocean
+9
OpenAI closes another Stargate. Sustainable footwear provider becomes neocloud. Totally normal week.
+11
The export control regime just got its first high-profile criminal case. The defendant was at GTC on Monday.
Cerebras
Washington is fighting the sovereign AI market that its own companies are building for
Meta
Feat. xAI, SpaceX, Firmus, Submer, Cerebras, OpenaAI, Olix, Fractile, Meta, Microsoft, Oracle, AWS, DataVita, Nscale, Nebius, and Anthropic
Feat. NVIDIA, OpenAI, SpaceX, xAI, CoreWeave, Lambda, Anthropic, Positron AI, Cerebras, Amazon, Google, and Scotland
+13
Plus: tier 2 neos raise millions, Korean chips ship, Gulf models compete, and Scotland goes green
MBZUAI
Plus OpenAI's new revenue model, photonic inference, Nadella's bubble talk, and another 430MW for Applied Digital
+8
Plus a new tool to improve AI infrastructure provider discovery. Built by The GPU.
Feat. SoftBank, Digital Bridge, Applied Digital, ChronoScale, Meta, Manus, xAI, Lisuan, and Microsoft
Lisuan
Feat. NVIDIA, Washington, Beijing, Brookfield, QIA, Crusoe, Boom Supersonic, OpenAI, Intel, SambaNova, Amazon, Microsoft, and SpaceX
