Moonshot AI

Chinese AI lab behind the Kimi models.

Issue #128: 163 Million Users Couldn't Stop Character.AI Going Bankrupt

Compute cost Character.AI $56 million in eight months. Lenders are now running the same numbers on the neoclouds.

IDC

+30

Issue #117: Meta Just Became a Tenant in Its Own Data Centre

Sale and leaseback becomes the model.

SK Group

+25

Issue #116: NVIDIA now owns a big slice of Nebius

9.3%. No press release. Locked up until September.

Tata

+26

Issue #115: Anthropic and OpenAI have a serious problem

The frontier model race is opening up

Apollo

+26

Issue #103: SpaceX Options Coding Platform Distilled from Chinese Model the White House Accused China of Stealing for $60B, Anthropic Hits $30B Revenue, & 3 Frontier Models Ship

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.

DeepSeek

+12