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TensorWave

US neocloud offering AMD Instinct GPU cloud for AI.

Issue #119: NVIDIA and Wall Street give birth to a new asset class

Issue #119: NVIDIA and Wall Street give birth to a new asset class

But don't call it vendor financing.

Apollo

+27

Issue #113: Is Meta Quietly Dropping Out of the Frontier Model Race?

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

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 #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

Issue #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

Feat. Nvidia, G42, TensorWave, AMD, Anthropic, AWS, Google, and Meta

Meta

+8

Issue #40: AI Diffusion Rules Out, Middle East In, & 5GW Campuses

Issue #40: AI Diffusion Rules Out, Middle East In, & 5GW Campuses

Feat. KSA, Humain, Nvidia, AMD, AWS, Cisco, TensorWave, OpenAI, G42, and The UAE

KSA

+10