Nscale’s IPO will test Wall Street’s appetite for concentrated AI bets once again
The British AI data center developer depends on tech giants Microsoft and Anthropic for most of its revenue.
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The British AI data center developer depends on tech giants Microsoft and Anthropic for most of its revenue.
Карточный домик из GPU: долги неоклаудов обеспечены чипами, которые дешевеют быстрее графика погашения, а стоит вся конструкция на двух клиентах — O…
Neocloud Lambda has raised $1B in private debt to buy Nvidia AI chips and lease them to Microsoft. It's the latest in a string of loans, underscorin…
Groq raised $350 million at a $3.5 billion valuation as the former AI chipmaker pivots to a neocloud business and expands its Nvidia-powered data ce…
The AI neocloud provider, which specializes in hosting open source models, last raised at a $3.3 billion valuation in early 2025.
Netris provides software that runs on network switches, and offers a platform that helps neocloud operators reduce the time it takes to go live.
xAI's real business may be more about building data centers than training AI models.