Anthropic, Lambda Seal $35B AI Cloud Deal; Nvidia-Backed Provider Expands
Anthropic signs a $35 billion cloud deal with Nvidia-backed Lambda to secure AI compute capacity, underscoring booming demand for Nvidia GPUs.
Anthropic signs a $35 billion cloud deal with Nvidia-backed Lambda to secure AI compute capacity, underscoring booming demand for Nvidia GPUs.
Lambda's $3 billion pre-IPO round highlights growing investor appetite for AI cloud infrastructure, with direct implications for GPU suppliers like Nvidia and…
AI cloud infrastructure provider Nscale is reportedly planning a US IPO to raise up to $3 billion, highlighting continued investor demand for…
Hudson River signed a multibillion-dollar CoreWeave (CRWV) AI cloud deal, signaling strong demand for specialized AI infrastructure and adding a marquee client…
Nebius, the Nasdaq-listed AI cloud firm, launches a $4.5 billion convertible bond offering to fund GPU infrastructure, with dilution risk likely weighing…
CoreWeave faces fresh competitive pressure as SpaceX and Meta emerge as new rivals in the AI cloud market, challenging the specialized GPU…
Nvidia and Dell’s investment in AI cloud startup Volta values it at $2.4 billion, underscoring their strategic push into AI infrastructure amid…
Meta CEO Mark Zuckerberg’s failure to detail the AI cloud business leaves investors concerned about revenue diversification and competitive execution, increasing short-term…
IREN Limited stock jumped 16% after announcing a higher AI cloud revenue target exceeding $4 billion, fueled by $2.8 billion in new…
Meta Platforms eyes AI cloud opportunity as Zuckerberg discusses strategic diversification, potentially opening a new revenue stream against dominant cloud rivals, with…
IREN expands beyond Bitcoin mining with the Nostrum acquisition, adding 490 MW in Spain for its European AI cloud platform, signaling a…