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UK-based neocloud operating GPU data centres for AI training and inference.
The amended S-1 shows a $567m operating loss in the September quarter and $895.4bn of compute commitments.
TeraWulf
+29
Anthropic's draft prospectus shows $16.3bn of revenue and $450bn of cloud contracts it cannot cancel.
DeepSeek
+30
Australia's biggest float in years asked public buyers for nearly three times the last private price. They said no.
Firmus
+36
Five thousand two hundred feet of New Mexico dirt is holding up 2.45 gigawatts.
OpenAI
+23
Because not training on customer data only applies to enterprises.
+12
$3.5bn into MediaTek and $12.93bn for Hugging Face. Because all roads lead to Jensen.
Baidu
A reported $12.9bn bid for Hugging Face. NVIDIA systems 15% dearer the same week.
z.ai
+8
Sale and leaseback becomes the model.
SK Group
+25
And for good reason.
Together AI
+33
New funding and a new model. On the same day. Dario spoils us.
+16
The biggest GPU cluster on earth could not produce a competitive model. Maybe GPUs aren't all you need?
Digital Ocean
+9
The ambition keeps scaling. The due diligence keeps lagging behind.
+11
The export control regime just got its first high-profile criminal case. The defendant was at GTC on Monday.
Cerebras
The biggest week in AI infrastructure this year. And a scaffolding yard in Essex.
Oracle
Feat. xAI, SpaceX, Firmus, Submer, Cerebras, OpenaAI, Olix, Fractile, Meta, Microsoft, Oracle, AWS, DataVita, Nscale, Nebius, and Anthropic
Feat. NVIDIA, Groq, xAI, Nscale, Whitefiber, Z.ai, DRAM, Google, Intersect Power, and Fermi America
+10
Feat. Nscale, IREN, Lambda, Microsoft, Nebius, Ark Data Centres, Edison Scientific, AWS, OpenAI, Cipher Mining, Starcloud, Crusoe, SpaceX, and Google
+14
Feat. OpenAI, Nscale, Microsoft, Nebius, Intel, Oracle, and NVIDIA
+7
Feat. Crusoe, OpenAI, Oracle, Nscale, CoreWeave, Meta, Anthropic, Cerebras, Microsoft, NVIDIA, and Innova
Feat. Northern Data, Nscale, Nokia, Fluidstack, Cipher Mining, Alibaba, Humain, and China
Alibaba
Feat. Nscale, NVIDIA, OpenAI, Microsoft, Carbon3.ai, Nebius, CoreWeave, Luminary Cloud, Intel, Huawei, Google, and BlackRock
Feat. Nscale, Meta, Nebius, DDN, Alibaba, Anthropic, Intel, Amazon, and Microsoft
Vertically Integrating Sustainable AI Infrastructure for the Next Generation of Compute
Nscale
+1
Feat. The UK, Biden, Vantage Data Centres, Nscale, Kyndryl, Applied Digital, CoreWeave, Nvidia, Mistral, Microsoft, TSMC, and AWS
Mistral
