SoftBank
Japanese tech investor; backer of AI and compute infrastructure, including Stargate.
Issue #125: Oracle Cites Force Majeure on Stargate's Biggest Site
Five thousand two hundred feet of New Mexico dirt is holding up 2.45 gigawatts.
OpenAI
+23
Issue #118: A Two-Year-Old With Nothing to Sell Just Raised $312M
At a $3.3bn valuation. Arm and Netflix's co-founder are in. First chip: 2027.
DeepSeek
+27
Issue #113: Is Meta Quietly Dropping Out of the Frontier Model Race?
Built to compete. Now for rent.
Together AI
+29
Issue #110: SpaceX Lists at Record $75B as Apollo Writes $35B for Anthropic Without NVIDIA, & SoftBank's $6B Loan Stalls
The largest IPO in history just priced one of the largest AI compute landlords on earth
Apollo
+10
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
