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Markets2026-09-04 · source-backed
Co-led by Atreides Management and Valor Equity Partners with Mubadala Capital participating, against the $10B valuation from its $1.38B round last October, and following a $13B five-year GPU cloud contract with Jane Street. Meta, Microsoft and OpenAI are all customers. TechCrunch
Each link below shares sources, entities, or timing with this story.
AMD unveiled its first rack-scale system to directly contest Nvidia at the rack level, with engineering samples in H2 2026 and mass production targeted Q2 2027. Microsoft joins Meta, OpenAI and Oracle as customers; Meta plans 1 gigawatt of Helios racks by year-end against a lo...
In a July 13 essay, Microsoft's CEO argued companies using closed frontier models pay once in tokens and again by leaking proprietary knowledge, the prompts, tool traces, and especially the corrections, that gets distilled into the provider's institutional know-how (TechCrunch...
Trump's State of the Union announced tech companies must "build, bring, or buy" their own power for AI data centers. Amazon, Google, Meta, Microsoft, OpenAI, xAI, and Oracle will sign March 4. US data center energy demand expected to triple by 2028. Critics call it unenforceab...
Announced August 31, with MediaTek adopting NVLink Fusion so custom accelerators built for hyperscalers still plug into Nvidia rack-scale systems, plus extensions to the existing RTX Spark and DGX Spark PC chip work and MediaTek's Dimensity Auto line (TechCrunch). Nvidia is co...
Sandhya Devanathan departs after more than a decade to run consumer growth, enterprise adoption, partnerships, regulatory engagement and operations across Southeast Asia and Australia, based in Singapore, reporting to APAC managing director Kiran Mani. It follows Prabhjeet Sin...
Priced August 12 at SOFR + 3.00%, issued at 99.5 of par, Moody's Baa2. Lambda calls it the first broadly syndicated, investment-grade-rated term loan B completed by a private neocloud and its first large-scale GPU asset-backed SPV financing, tied to a committed deployment for...
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