
Nscale files for $35B IPO with 85% of revenue tied to Microsoft and Anthropic
The British neocloud has $103B in contracts but two customers account for nearly all of it — and Anthropic can walk.
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The British neocloud has $103B in contracts but two customers account for nearly all of it — and Anthropic can walk.

The AI cloud plans 70,000 Rubin and Blackwell GPUs and 300 megawatts in Armenia by end of 2027, with a 2-gigawatt roadmap across the region.

CoreWeave's DeepSeek-R1 benchmark shows a 10x throughput-per-watt gain over Grace Blackwell, with racks now live at four major clouds.

The next-gen switch doubles capacity and lands first at CoreWeave, Microsoft, Nebius, SpaceXAI and Tesla to wire hundreds of thousands of GPUs.

Meta Compute would sell raw capacity and hosted models, targeting AWS, Google Cloud, and Azure after $182.9B in infrastructure commitments.

GB300 NVL72 delivers 1.6x faster training than GB200 NVL72, and CoreWeave hits a 2.02-minute time-to-train on DeepSeek-V3 671B.

Orders topped $85B for the seven-part offering, letting Nvidia tighten pricing and triple its outstanding debt to about $30B.

CoreWeave, Firmus, Nebius and others expand AI factory capacity; DSX MaxLPS squeezes 40% more GPUs into the same power budget.

The Nvidia CEO's foundation is routing eight-figure GPU capacity from CoreWeave to academic AI researchers rather than commercial customers.
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