SambaNova Systems
Issue #109: IREN's GPU Debt Goes Investment-Grade, Helion Triples to $15.5B for AI Fusion Power, & CoreWeave Lights Up First VR200
Cheaper money, faster hardware access, bigger cheques, and a $15.5B bet on fusion: to the (current) winners go the spoils.
Megaport
+18
Issue #101: OpenAI Cancels the UK, Meta Ships Muse Spark, & CoreWeave Lands A Bigger Meta Contract & Anthropic
$122B raised nine days ago. Four pullbacks in six weeks. A New Yorker profile asking if the CEO can be trusted. The UK press blamed Britain.
Firmus
+10
Issue #78: H200s Return to China, Crusoe Goes Supersonic, & SpaceX Space Data Centres
Feat. NVIDIA, Washington, Beijing, Brookfield, QIA, Crusoe, Boom Supersonic, OpenAI, Intel, SambaNova, Amazon, Microsoft, and SpaceX
OpenAI
+13
Issue #71: OpenAI's IPO Door Opens, KSA & UAE AI Competition Intensifies, & Protein Folding Goes Open Source
Feat. OpenAI, Microsoft, G42, NVIDIA, Huawei, Humain, Qualcomm, OpenFold3, SambaNova, Amazon, and China
OpenAI
+11
