Browsing Tag
Nebius
6 posts
Anthropic Q2 revenue set to double to $10.9bn as $45bn SpaceX deal redraws AI compute map
Anthropic nears first operating profit on $10.9B Q2 sales as $1.25B monthly SpaceX compute deal reshapes AI infrastructure economics. Read full analysis.
Panthalassa wants to run AI inference at sea, and Thiel, Doerr, and Supermicro just funded it
Wave energy spent twenty years failing to reach the grid. Panthalassa just raised $140 million from Peter Thiel and others by skipping the grid entirely.
Nebius (NBIS) strikes $643m Eigen AI acquisition to anchor inference at Token Factory
Nebius has the compute. It needed the inference moat. The $643 million Eigen AI deal is how Token Factory plans to outprice Together AI and Fireworks.
NVIDIA unveils open data factory blueprint as Jensen Huang targets $1tn AI compute opportunity
NVIDIA's Physical AI Data Factory Blueprint automates synthetic training data at scale for robotics and AVs. Read what it means for NVDA's AI infrastructure strategy.
IREN (NASDAQ: IREN) signs $9.7bn Microsoft AI cloud deal: What this means for GPU infra stocks in 2025
IREN’s AI cloud bet gets real with a $9.7B Microsoft deal and 140,000-GPU roadmap. Can it scale to $3.4B ARR by 2026? Here’s what investors need to know.
Microsoft locks in $17.4bn Nebius deal—are neoclouds the new backbone of AI?
Microsoft signs a $17.4B AI infrastructure deal with Nebius, highlighting the rise of neoclouds as hyperscalers race to ease the global AI compute crunch.