TSMC

Taiwanese foundry that manufactures most of the world's advanced AI chips.

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

IDC

+30

Australia's biggest float in years asked public buyers for nearly three times the last private price. They said no.

Firmus

+36

But don't call it vendor financing.

Apollo

+27

The frontier model race is opening up

Apollo

+26

Built to compete. Now for rent.

Together AI

+29

Feat. Meta, Nvidia, NexGen Cloud, Google, Oracle, and TSMC

Oracle

Feat. TSMC, Intel, Nvidia, Broadcom, CoreWeave, OpenAI, Manus, and Microsoft

OpenAI

Feat. CoreWeave, Microsoft, Weights & Biases, Fluidstack, Mistral, Anthropic, TSMC, and Nebius

Mistral

Feat. Ori, Lambda, Together AI, Core42, Qualcomm, Perplexity, Thinking Machines, Intel, TSMC, Broadcom, Microsoft, and ROK

Together AI

+12

Feat. OpenAI, Google, Anthropic, Crusoe, DeepSeek, TSMC, DC01UK, and Isomorphic Labs

DeepSeek

Feat. The UK, Biden, Vantage Data Centres, Nscale, Kyndryl, Applied Digital, CoreWeave, Nvidia, Mistral, Microsoft, TSMC, and AWS

Mistral

+11

Feat. ByteDance, Nvidia, Run:ai, Telekom Malaysia, Meta, TSMC, Broadcom, Digital Bridge, Microsoft, and Google

Run:ai

+10