{ "generatedAt": "2026-11-01T11:55:02.827Z", "license": "Facts are attributed to their cited sources. HYBSIS analysis © HYBSIS Technologies.", "disclaimer": "HYBSIS Intelligence is independent research based solely on publicly available information. It does not contain or rely upon confidential, proprietary or non-public information obtained through employment, clients, suppliers or other professional engagements. 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low confidence.", "maturity": "announced", "mwType": "unspecified", "metric": "power_target_mw" } ], "metrics": {}, "provenance": { "sourceIds": [ "humain-src-dcd" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Profile from NeoCloud Observatory research (snapshot 2026-09-25); every figure links to its original source." } }, { "id": "hut-8", "name": "Hut 8", "aliases": [ "Hut 8 Corp.", "Highrise AI", "American Data Centers" ], "category": "datacentre-developer", "website": "https://www.hut8.com", "description": "Former bitcoin miner turned energy + digital-infrastructure platform; River Bend (LA) 245 MW lease to Fluidstack for Anthropic ($7.0B, Google-backed); Highrise AI GPUaaS.", "ownership": { "status": "public", "ticker": "HUT" }, "regions": [ "north-america" ], "deploymentModels": [ "wholesale datacenter capacity", "gpu hour rental" ], "gpuVendors": [], "gpuGenerations": [], "networking": [], "storage": [], "cooling": [], "platform": [], "technicalStrengths": [], "commercialStrengths": [], "riskFactors": [], "segment": { "code": "G", "name": "Adjacent provider", "probability": 0.4 }, "capacity": [], "metrics": {}, "provenance": { "sourceIds": [ "hut-8-src-pr" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Profile from NeoCloud Observatory research (snapshot 2026-09-25); every figure links to its original source." } }, { "id": "lightning-ai", "name": "Lightning AI (incl. 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'valued at over $2.5B' for the combined company (reported).", "currency": "USD" } }, "provenance": { "sourceIds": [ "lightning-ai-src-bw", "lightning-ai-src-dcd" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Profile from NeoCloud Observatory research (snapshot 2026-09-25); every figure links to its original source." } }, { "id": "nexgen-cloud", "name": "NexGen Cloud (Hyperstack)", "aliases": [ "NexGen Cloud", "Hyperstack", "NexGen Cloud Ltd" ], "category": "neocloud", "website": "https://www.nexgencloud.com", "description": "UK-based GPU-as-a-Service provider operating the Hyperstack platform; European sovereign AI 'Supercloud' plan.", "headquarters": { "country": "United Kingdom", "region": "europe" }, "ownership": { "status": "private" }, "regions": [ "europe" ], "deploymentModels": [ "gpu hour rental", "sovereign ai cloud" ], "gpuVendors": [ "NVIDIA" ], "gpuGenerations": [ "NVIDIA Ampere", "NVIDIA Hopper" ], "networking": [], "storage": [], "cooling": [], "platform": [ "Hyperstack console/API" ], "businessModel": "Hyperstack on-demand.", "technicalStrengths": [], "commercialStrengths": [], "riskFactors": [], "segment": { "code": "C", "name": "GPU cloud", "probability": 0.82 }, "capacity": [], "metrics": { "valuation": { "value": 354000000, "asOf": "2025-04-08", "verification": "reported", "confidence": "medium", "sourceIds": [ "nexgen-cloud-src-techeu" ], "notes": "Funding-round valuation.", "currency": "USD" }, "revenue": { "value": 70000000, "asOf": "2024-12-31", "verification": "reported", "confidence": "medium", "sourceIds": [ "nexgen-cloud-src-techeu" ], "notes": "Period: FY2024. 'over $70M' (company claim).", "currency": "USD" } }, "provenance": { "sourceIds": [ "nexgen-cloud-src-techeu" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Profile from NeoCloud Observatory research (snapshot 2026-09-25); every figure links to its original source." } }, { "id": "northern-data", "name": "Northern Data (Taiga Cloud)", "aliases": [ "Northern Data AG", "Taiga Cloud", "Ardent Data Centers" ], "category": "neocloud", "website": "https://northerndata.de", "description": "German AI/HPC infrastructure group (Taiga Cloud GPU cloud, Ardent Data Centers) acquired by Rumble in 2026.", "headquarters": { "country": "Germany", "region": "europe" }, "ownership": { "status": "subsidiary", "parent": "Rumble Inc. (85.2%)" }, "regions": [ "europe" ], "deploymentModels": [ "gpu hour rental", "wholesale datacenter capacity" ], "gpuVendors": [ "NVIDIA" ], "gpuGenerations": [ "NVIDIA Hopper" ], "networking": [], "storage": [], "cooling": [], "platform": [], "businessModel": "Taiga Cloud.", "technicalStrengths": [], "commercialStrengths": [], "riskFactors": [], "segment": { "code": "D", "name": "AI factory / data-centre + cloud hybrid", "probability": 0.75 }, "capacity": [ { "value": 250, "unit": "MW", "asOf": "2025-11-01", "verification": "announced", "confidence": "medium", "sourceIds": [ "northern-data-src-tfn" ], "notes": "~250 MW online or in development across eight data centers by 2027.", "maturity": "announced", "mwType": "unspecified", "metric": "pipeline_mw" } ], "metrics": { "gpuCount": { "value": 22000, "unit": "GPUs (NVIDIA H100/H200 (mixed))", "asOf": "2025-11-01", "verification": "operational", "confidence": "medium", "sourceIds": [ "northern-data-src-tfn" ], "notes": "'more than 22,000 GPUs' in Taiga Cloud (reported)." } }, "provenance": { "sourceIds": [ "northern-data-src-dcd", "northern-data-src-close" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Profile from NeoCloud Observatory research (snapshot 2026-09-25); every figure links to its original source." } }, { "id": "ori", "name": "Ori (Radiant / Brookfield)", "aliases": [ "Ori Industries", "Ori Global Cloud", "Radiant" ], "category": "neocloud", "website": "https://www.ori.co", "description": "UK-based distributed AI cloud (Ori Global AI Cloud) acquired by Brookfield in Feb 2026 to launch Radiant, a vertically integrated sovereign AI infrastructure company.", "headquarters": { "city": "London", "country": "United Kingdom", "region": "europe" }, "ownership": { "status": "subsidiary", "parent": "Brookfield Asset Management (Radiant)" }, "regions": [ "europe" ], "deploymentModels": [ "sovereign ai cloud", "gpu hour rental" ], "gpuVendors": [ "NVIDIA" ], "gpuGenerations": [ "NVIDIA Hopper" ], "networking": [ "InfiniBand (3.2 Tbps per node)", "400G storage connectivity" ], "storage": [], "cooling": [], "platform": [], "businessModel": "Radiant targets sovereign governments/telcos.", "technicalStrengths": [], "commercialStrengths": [], "riskFactors": [], "segment": { "code": "B", "name": "Vertically integrated AI infrastructure", "probability": 0.75 }, "capacity": [], "metrics": {}, "provenance": { "sourceIds": [ "ori-src-techarena" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Profile from NeoCloud Observatory research (snapshot 2026-09-25); every figure links to its original source." } }, { "id": "runpod", "name": "RunPod", "aliases": [ "Runpod", "RunPod Inc." ], "category": "neocloud", "website": "https://www.runpod.io", "description": "Developer-focused GPU cloud (serverless GPUs, pods) aggregating capacity across 31 regions; >1M developers.", "headquarters": { "country": "United States", "region": "north-america" }, "ownership": { "status": "private" }, "regions": [ "north-america" ], "deploymentModels": [ "gpu hour rental", "inference as a service" ], "gpuVendors": [], "gpuGenerations": [], "networking": [], "storage": [], "cooling": [], "platform": [ "Serverless GPU endpoints", "Pods + serverless API" ], "businessModel": "Pay-as-you-go developer GPUs.", "technicalStrengths": [], "commercialStrengths": [], "riskFactors": [], "segment": { "code": "C", "name": "GPU cloud", "probability": 0.8 }, "capacity": [], "metrics": { "valuation": { "value": 1000000000, "asOf": "2026-06-24", "verification": "reported", "confidence": "high", "sourceIds": [ "runpod-src-pr" ], "notes": "Funding-round valuation.", "currency": "USD" } }, "provenance": { "sourceIds": [ "runpod-src-pr", "runpod-src-tc" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Profile from NeoCloud Observatory research (snapshot 2026-09-25); every figure links to its original source." } }, { "id": "sharon-ai", "name": "Sharon AI", "aliases": [ "SharonAI Holdings Inc.", "SharonAI" ], "category": "neocloud", "website": "https://sharonai.com", "description": "Nasdaq-listed GPU-as-a-Service provider (US/Australia) with a $4.9B NVIDIA compute collaboration.", "ownership": { "status": "public", "exchange": "Nasdaq", "ticker": "SHAZ" }, "regions": [], "deploymentModels": [ "gpu hour rental", "long term offtake" ], "gpuVendors": [], "gpuGenerations": [], "networking": [], "storage": [], "cooling": [], "platform": [], "businessModel": "GPUaaS.", "technicalStrengths": [], "commercialStrengths": [], "riskFactors": [], "segment": { "code": "C", "name": "GPU cloud", "probability": 0.8 }, "capacity": [ { "value": 212, "unit": "MW", "asOf": "2026-08-06", "verification": "announced", "confidence": "high", "sourceIds": [ "sharon-ai-src-q2" ], "notes": "'Secured AI Factory capacity increases by 80MW to 212MW'.", "maturity": "secured", "mwType": "unspecified", "metric": "power_mw" } ], "metrics": { "revenue": { "value": 1900000, "asOf": "2026-06-30", "verification": "reported", "confidence": "high", "sourceIds": [ "sharon-ai-src-q2" ], "notes": "Period: Q2 2026.", "currency": "USD" } }, "provenance": { "sourceIds": [ "sharon-ai-src-q2", "sharon-ai-src-10q" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Profile from NeoCloud Observatory research (snapshot 2026-09-25); every figure links to its original source." } }, { "id": "terawulf", "name": "TeraWulf", "aliases": [ "TeraWulf Inc." ], "category": "datacentre-developer", "website": "https://www.terawulf.com", "description": "Nasdaq-listed former bitcoin miner converting its Lake Mariner (NY) campus into HPC/AI data centers leased to Fluidstack with Google backstops; Google holds ~14% pro forma equity.", "ownership": { "status": "public", "exchange": "Nasdaq", "ticker": "WULF" }, "regions": [ "north-america" ], "deploymentModels": [ "wholesale datacenter capacity", "bitcoin mining" ], "gpuVendors": [], "gpuGenerations": [], "networking": [], "storage": [], "cooling": [], "energyStrategy": "controlled — Owns site with grid interconnection.", "platform": [], "businessModel": "10-year leases.", "technicalStrengths": [], "commercialStrengths": [], "riskFactors": [], "segment": { "code": "G", "name": "Adjacent provider", "probability": 0.35 }, "capacity": [ { "value": 81, "unit": "MW", "asOf": "2026-06-30", "verification": "operational", "confidence": "high", "sourceIds": [ "terawulf-src-q2" ], "notes": "Revenue-generating critical IT at Lake Mariner.", "maturity": "operational", "mwType": "it_load", "metric": "power_mw" }, { "value": 102, "unit": "MW", "asOf": "2026-07-10", "verification": "operational", "confidence": "high", "sourceIds": [ "terawulf-src-q2" ], "notes": "After CB-3 delivery in early July.", "maturity": "operational", "mwType": "it_load", "metric": "power_mw" }, { "value": 336, "unit": "MW", "asOf": "2026-08-10", "verification": "announced", "confidence": "high", "sourceIds": [ "terawulf-src-q2" ], "notes": "CB-4 and CB-5.", "maturity": "under_construction", "mwType": "it_load", "metric": "power_mw" } ], "metrics": { "announcedCapacityMW": { "value": 336, "unit": "MW (IT load)", "asOf": "2026-08-10", "verification": "announced", "confidence": "high", "sourceIds": [ "terawulf-src-q2" ], "notes": "Maturity: under construction. CB-4 and CB-5." }, "operationalCapacityMW": { "value": 102, "unit": "MW (IT load)", "asOf": "2026-07-10", "verification": "operational", "confidence": "high", "sourceIds": [ "terawulf-src-q2" ], "notes": "Maturity: operational. After CB-3 delivery in early July." } }, "provenance": { "sourceIds": [ "terawulf-src-q2" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Profile from NeoCloud Observatory research (snapshot 2026-09-25); every figure links to its original source." } }, { "id": "volta", "name": "Volta", "aliases": [ "Volta AI" ], "category": "neocloud", "description": "New (founded ~2026) European AI infrastructure company that emerged from stealth in Aug 2026 with a $10B AI-lab partnership (reported to be Anthropic) and a $5B financing program; first project 133 MW Vera Rubin in Norway with Bitdeer.", "foundedYear": 2026, "ownership": { "status": "private" }, "regions": [ "europe" ], "deploymentModels": [ "long term offtake", "infrastructure development" ], "gpuVendors": [ "NVIDIA" ], "gpuGenerations": [ "NVIDIA Rubin" ], "networking": [], "storage": [], "cooling": [], "platform": [ "Bare-metal cluster management (ex-Genesis Cloud)" ], "businessModel": "$10B lab partnership.", "technicalStrengths": [], "commercialStrengths": [], "riskFactors": [], "segment": { "code": "D", "name": "AI factory / data-centre + cloud hybrid", "probability": 0.85 }, "capacity": [], "metrics": { "valuation": { "value": 2400000000, "asOf": "2026-08-04", "verification": "reported", "confidence": "high", "sourceIds": [ "volta-src-bw" ], "notes": "Funding-round valuation.", "currency": "USD" } }, "provenance": { "sourceIds": [ "volta-src-bw" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Profile from NeoCloud Observatory research (snapshot 2026-09-25); every figure links to its original source." } }, { "id": "whitefiber", "name": "WhiteFiber", "aliases": [ "WhiteFiber, Inc." ], "category": "neocloud", "website": "https://www.whitefiber.com", "description": "Nasdaq-listed (WYFI) AI infrastructure company carved out of Bit Digital: HPC data centers (NC-1) plus GPU cloud.", "ownership": { "status": "public", "exchange": "Nasdaq", "ticker": "WYFI", "parent": "Bit Digital (~70.5% ownership per Bit Digital 10-K)" }, "regions": [ "north-america" ], "deploymentModels": [ "wholesale datacenter capacity", "gpu hour rental" ], "gpuVendors": [], "gpuGenerations": [], "networking": [], "storage": [], "cooling": [], "energyStrategy": "third party — Duke Energy.", "platform": [], "businessModel": "NC-1 10-year colocation.", "technicalStrengths": [], "commercialStrengths": [], "riskFactors": [], "segment": { "code": "D", "name": "AI factory / data-centre + cloud hybrid", "probability": 0.8 }, "capacity": [], "metrics": { "revenue": { "value": 28800000, "asOf": "2026-06-30", "verification": "reported", "confidence": "high", "sourceIds": [ "whitefiber-src-q2" ], "notes": "Period: Q2 2026.", "currency": "USD" } }, "provenance": { "sourceIds": [ "whitefiber-src-q2", "whitefiber-src-ipo", "whitefiber-src-bitd10k" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Profile from NeoCloud Observatory research (snapshot 2026-09-25); every figure links to its original source." } }, { "id": "yotta", "name": "Yotta Data Services", "aliases": [ "Yotta", "Yotta Data Services Private Limited", "Shakti Cloud" ], "category": "neocloud", "website": "https://yotta.com", "description": "Indian hyperscale data-center and sovereign AI cloud provider (Shakti Cloud), Hiranandani Group; deploying NVIDIA Blackwell Ultra; IPO planned.", "headquarters": { "country": "India", "region": "asia-pacific" }, "foundedYear": 2019, "ownership": { "status": "private", "parent": "Hiranandani Group" }, "regions": [ "asia-pacific" ], "deploymentModels": [ "sovereign ai cloud", "wholesale datacenter capacity" ], "gpuVendors": [ "NVIDIA" ], "gpuGenerations": [ "NVIDIA Blackwell Ultra" ], "networking": [], "storage": [], "cooling": [ "Liquid cooling" ], "platform": [ "Shakti Cloud" ], "businessModel": "India sovereign AI.", "technicalStrengths": [], "commercialStrengths": [], "riskFactors": [], "segment": { "code": "B", "name": "Vertically integrated AI infrastructure", "probability": 0.85 }, "capacity": [ { "value": 180, "unit": "MW", "asOf": "2026-02-27", "verification": "announced", "confidence": "medium", "sourceIds": [ "yotta-src-cnbc" ], "maturity": "announced", "mwType": "unspecified", "metric": "power_target_mw" } ], "metrics": {}, "provenance": { "sourceIds": [ "yotta-src-cnbc", "yotta-src-biggo" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Profile from NeoCloud Observatory research (snapshot 2026-09-25); every figure links to its original source." } } ], "projects": [ { "id": "applied-digital-polaris-forge-1", "name": "Polaris Forge 1 (Ellendale, ND)", "companyIds": [ "applied-digital" ], "kind": "data-centre", "status": "partially-operational", "location": { "city": "Ellendale, North Dakota", "country": "United States", "region": "north-america" }, "capacityMW": { "value": 400, "unit": "MW (it load, contracted)", "asOf": "2025-09-01", "verification": "announced", "confidence": "high", "sourceIds": [ "applied-digital-src-pf1" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "applied-digital-src-pf1", "applied-digital-src-rfs" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Phase 1 of Building 1 ready for service. Participants: null (tenant). Source: NeoCloud Observatory research." } }, { "id": "cipher-barber-lake", "name": "Cipher Barber Lake", "companyIds": [ "cipher-mining" ], "kind": "data-centre", "status": "under-construction", "location": { "city": "Colorado City, Texas", "country": "United States", "region": "north-america" }, "capacityMW": { "value": 300, "unit": "MW (it load, contracted)", "asOf": "2025-11-03", "verification": "announced", "confidence": "medium", "sourceIds": [ "cipher-mining-src-dcd" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "cipher-mining-src-fs", "cipher-mining-src-dcd" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Participants: null (tenant), Google (financier). Source: NeoCloud Observatory research." } }, { "id": "cipher-aws-site", "name": "Cipher AWS 300 MW lease site", "companyIds": [ "cipher-mining" ], "kind": "data-centre", "status": "under-construction", "location": { "country": "United States", "region": "north-america" }, "capacityMW": { "value": 300, "unit": "MW (unspecified, contracted)", "asOf": "2025-11-03", "verification": "announced", "confidence": "medium", "sourceIds": [ "cipher-mining-src-dcd" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "cipher-mining-src-dcd" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Go-live starting July 2026 (plan). Participants: Amazon Web Services (tenant). Source: NeoCloud Observatory research." } }, { "id": "core-scientific-denton", "name": "Core Scientific Denton campus (CoreWeave)", "companyIds": [ "core-scientific" ], "kind": "data-centre", "status": "partially-operational", "location": { "city": "Denton, Texas", "country": "United States", "region": "north-america" }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "core-scientific-src-q2" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "One of several CoreWeave sites; site-level MW not captured. Participants: null (tenant). Source: NeoCloud Observatory research." } }, { "id": "crusoe-abilene-stargate", "name": "Abilene Stargate campus (Crusoe / Oracle / OpenAI)", "companyIds": [ "crusoe" ], "kind": "campus", "status": "under-construction", "location": { "city": "Abilene, Texas", "country": "United States", "region": "north-america" }, "announcedDate": "2024-06-01", "capacityMW": { "value": 1200, "unit": "MW (facility, under construction)", "asOf": "2026-06-01", "verification": "announced", "confidence": "medium", "sourceIds": [ "crusoe-src-epoch" ], "notes": "Total campus ~1.2 GW when phase 2 completes." }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "crusoe-src-abilene-live", "crusoe-src-epoch" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Phase 2 (six additional buildings) expected completion by end of 2026. Participants: Oracle (tenant), OpenAI (end customer). Source: NeoCloud Observatory research." } }, { "id": "crusoe-abilene-microsoft", "name": "Crusoe Abilene AI factory campus for Microsoft", "companyIds": [ "crusoe" ], "kind": "campus", "status": "under-construction", "location": { "city": "Abilene, Texas", "country": "United States", "region": "north-america" }, "announcedDate": "2026-03-27", "capacityMW": { "value": 900, "unit": "MW (unspecified, contracted)", "asOf": "2026-03-27", "verification": "announced", "confidence": "high", "sourceIds": [ "crusoe-src-abilene-msft" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "crusoe-src-abilene-msft" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Two new buildings and an onsite power plant. Participants: Microsoft (tenant). Source: NeoCloud Observatory research." } }, { "id": "crusoe-cheyenne-wyoming", "name": "Crusoe / Tallgrass Cheyenne AI campus", "companyIds": [ "crusoe" ], "kind": "campus", "status": "permitting", "location": { "city": "Cheyenne, Wyoming", "country": "United States", "region": "north-america" }, "announcedDate": "2025-07-01", "capacityMW": { "value": 1800, "unit": "MW (facility, announced)", "asOf": "2025-07-01", "verification": "announced", "confidence": "medium", "sourceIds": [ "crusoe-src-wy" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "crusoe-src-wy" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Local approval granted (DCD). Participants: Tallgrass (partner). Source: NeoCloud Observatory research." } }, { "id": "firmus-southgate-melbourne", "name": "Project Southgate — Melbourne", "companyIds": [ "firmus" ], "kind": "campus", "status": "planned", "location": { "city": "Melbourne, Victoria", "country": "Australia", "region": "asia-pacific" }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "firmus-src-smartco" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "18,500 GB300 expected online by April 2026 (plan); current status not confirmed. Participants: CDC Data Centres (partner), NVIDIA (partner). Source: NeoCloud Observatory research." } }, { "id": "firmus-southgate-tasmania", "name": "Project Southgate — Northern Tasmania", "companyIds": [ "firmus" ], "kind": "campus", "status": "announced", "location": { "city": "Launceston, Tasmania", "country": "Australia", "region": "asia-pacific" }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "firmus-src-smartco" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "First-stage renewable AI factory. Participants: —. Source: NeoCloud Observatory research." } }, { "id": "fluidstack-france-1gw", "name": "Fluidstack 1 GW AI supercomputer (France)", "companyIds": [ "fluidstack" ], "kind": "campus", "status": "announced", "location": { "country": "France", "region": "europe" }, "announcedDate": "2025-02-10", "capacityMW": { "value": 1000, "unit": "MW (unspecified, announced)", "asOf": "2025-02-10", "verification": "announced", "confidence": "high", "sourceIds": [ "fluidstack-src-france" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "fluidstack-src-france" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "MoU; go-live targeted 2026, scale beyond 1 GW by 2028. Participants: Government of France (partner). Source: NeoCloud Observatory research." } }, { "id": "g42-stargate-uae", "name": "Stargate UAE (1 GW cluster, UAE-US AI Campus)", "companyIds": [ "g42" ], "kind": "campus", "status": "under-construction", "location": { "city": "Abu Dhabi, Abu Dhabi", "country": "United Arab Emirates", "region": "middle-east" }, "announcedDate": "2025-05-22", "capacityMW": { "value": 200, "unit": "MW (unspecified, under construction)", "asOf": "2025-10-15", "verification": "announced", "confidence": "high", "sourceIds": [ "g42-src-update" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "g42-src-g42", "g42-src-update" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Civil/structural/mechanical work ahead of schedule; first 200 MW targeted for 2026. Participants: OpenAI (operator), Oracle (operator), NVIDIA (partner), Cisco (partner), SoftBank (partner). Source: NeoCloud Observatory research." } }, { "id": "galaxy-helios", "name": "Helios AI data center campus", "companyIds": [ "galaxy-digital" ], "kind": "data-centre", "status": "partially-operational", "location": { "city": "Spur (Dickens County), Texas", "country": "United States", "region": "north-america" }, "capacityMW": { "value": 133, "unit": "MW (it load, operational)", "asOf": "2026-07-10", "verification": "operational", "confidence": "high", "sourceIds": [ "galaxy-digital-src-helios" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "galaxy-digital-src-helios" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Phase I delivered on schedule; Phase II (260 MW IT) deliveries from H1 2027. Participants: null (tenant). Source: NeoCloud Observatory research." } }, { "id": "gmi-taoyuan-ai-factory", "name": "GMI Cloud Taoyuan AI factory", "companyIds": [ "gmi-cloud" ], "kind": "campus", "status": "planned", "location": { "city": "Taoyuan", "country": "Taiwan", "region": "asia-pacific" }, "capacityMW": { "value": 16, "unit": "MW (facility, announced)", "asOf": "2025-11-01", "verification": "announced", "confidence": "high", "sourceIds": [ "gmi-cloud-src-pr-tw" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "gmi-cloud-src-pr-tw" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Expected to go live March 2026 (plan); current status not confirmed in this snapshot. Participants: —. Source: NeoCloud Observatory research." } }, { "id": "gmi-japan-sovereign", "name": "GMI Cloud Japan sovereign AI initiative", "companyIds": [ "gmi-cloud" ], "kind": "campus", "status": "announced", "location": { "country": "Japan", "region": "asia-pacific" }, "capacityMW": { "value": 1000, "unit": "MW (unspecified, announced)", "asOf": "2026-03-01", "verification": "announced", "confidence": "high", "sourceIds": [ "gmi-cloud-src-japan" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "gmi-cloud-src-japan" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Date approximate. Participants: —. Source: NeoCloud Observatory research." } }, { "id": "humain-xai-500mw", "name": "HUMAIN x xAI 500 MW data center", "companyIds": [ "humain" ], "kind": "campus", "status": "announced", "location": { "country": "Saudi Arabia", "region": "middle-east" }, "capacityMW": { "value": 500, "unit": "MW (unspecified, announced)", "asOf": "2025-11-19", "verification": "announced", "confidence": "high", "sourceIds": [ "humain-src-humain-xai" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "humain-src-humain-xai" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Participants: xAI (tenant). Source: NeoCloud Observatory research." } }, { "id": "humain-amd-cisco-jv", "name": "AMD / Cisco / HUMAIN JV (phase 1 100 MW)", "companyIds": [ "humain" ], "kind": "campus", "status": "planned", "location": { "country": "Saudi Arabia", "region": "middle-east" }, "capacityMW": { "value": 100, "unit": "MW (unspecified, announced)", "asOf": "2025-11-19", "verification": "announced", "confidence": "medium", "sourceIds": [ "humain-src-sa" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "humain-src-sa" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "First phase expected to begin operations in 2026. Participants: AMD (partner), Cisco (partner). Source: NeoCloud Observatory research." } }, { "id": "hut8-river-bend", "name": "River Bend campus (West Feliciana Parish, LA)", "companyIds": [ "hut-8" ], "kind": "data-centre", "status": "under-construction", "location": { "city": "St. Francisville, Louisiana", "country": "United States", "region": "north-america" }, "capacityMW": { "value": 245, "unit": "MW (it load, contracted)", "asOf": "2025-12-17", "verification": "announced", "confidence": "high", "sourceIds": [ "hut-8-src-pr" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "hut-8-src-pr" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "First data hall scheduled Q2 2027. Participants: null (tenant), Anthropic (end customer), Google (financier). Source: NeoCloud Observatory research." } }, { "id": "iren-childress", "name": "IREN Childress campus (Horizon 1-4)", "companyIds": [ "iren" ], "kind": "campus", "status": "partially-operational", "location": { "city": "Childress, Texas", "country": "United States", "region": "north-america" }, "capacityMW": { "value": 200, "unit": "MW (it load, contracted)", "asOf": "2026-08-27", "verification": "announced", "confidence": "high", "sourceIds": [ "iren-src-fy26" ], "notes": "Four 50 MW Horizons for Microsoft." }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "iren-src-h1", "iren-src-fy26" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Horizon 1 delivered; Horizon 2 commissioning; Horizons 3-4 target Q4 2026. Participants: Microsoft (end customer). Source: NeoCloud Observatory research." } }, { "id": "iren-sweetwater", "name": "IREN Sweetwater 1 & 2 hub", "companyIds": [ "iren" ], "kind": "campus", "status": "under-construction", "location": { "city": "Sweetwater, Texas", "country": "United States", "region": "north-america" }, "capacityMW": { "value": 2000, "unit": "MW (grid connection, secured)", "asOf": "2025-08-28", "verification": "announced", "confidence": "high", "sourceIds": [ "iren-src-sweetwater" ], "notes": "Sweetwater 1 (1,400 MW) + Sweetwater 2 (600 MW) grid connections." }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "iren-src-sweetwater" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Grid connection energisation staged; 2 GW hub concept. Participants: —. Source: NeoCloud Observatory research." } }, { "id": "iren-british-columbia", "name": "IREN British Columbia sites (Prince George, Mackenzie, Canal Flats)", "companyIds": [ "iren" ], "kind": "data-centre", "status": "operational", "location": { "city": "Prince George, British Columbia", "country": "Canada", "region": "north-america" }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "iren-src-10k" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Operating mining/AI sites; liquid-cooled AI deployments planned 2027. Participants: —. Source: NeoCloud Observatory research." } }, { "id": "lambda-kansas-city", "name": "Lambda Kansas City AI factory", "companyIds": [ "lambda" ], "kind": "campus", "status": "planned", "location": { "city": "Kansas City, Missouri", "country": "United States", "region": "north-america" }, "capacityMW": { "value": 24, "unit": "MW (unspecified, announced)", "asOf": "2025-11-03", "verification": "announced", "confidence": "high", "sourceIds": [ "lambda-src-kc" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "lambda-src-kc" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Launch expected early 2026 (plan); single-customer supercomputer. Participants: —. Source: NeoCloud Observatory research." } }, { "id": "lambda-prime-lax01", "name": "Lambda at Prime Data Centers LAX01 (Vernon, CA)", "companyIds": [ "lambda" ], "kind": "data-centre", "status": "planned", "location": { "city": "Vernon, California", "country": "United States", "region": "north-america" }, "capacityMW": { "value": 21, "unit": "MW (unspecified, contracted)", "asOf": "2025-06-01", "verification": "announced", "confidence": "medium", "sourceIds": [ "lambda-src-prime" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "lambda-src-prime" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Participants: Prime Data Centers (landlord). Source: NeoCloud Observatory research." } }, { "id": "nebius-mantsala", "name": "Nebius Mäntsälä data center", "companyIds": [ "nebius" ], "kind": "data-centre", "status": "operational", "location": { "city": "Mäntsälä, Uusimaa", "country": "Finland", "region": "europe" }, "capacityMW": { "value": 75, "unit": "MW (unspecified, operational)", "asOf": "2026-03-31", "verification": "operational", "confidence": "low", "sourceIds": [ "nebius-src-yahoo-dc" ], "notes": "'up to 75 MW' after expansion" }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "nebius-src-finland", "nebius-src-yahoo-dc" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Expansion to up to 75 MW completed March 2026 (reported). Participants: —. Source: NeoCloud Observatory research." } }, { "id": "nebius-lappeenranta", "name": "Nebius Lappeenranta AI factory", "companyIds": [ "nebius" ], "kind": "campus", "status": "announced", "location": { "city": "Lappeenranta, South Karelia", "country": "Finland", "region": "europe" }, "announcedDate": "2026-03-31", "capacityMW": { "value": 310, "unit": "MW (unspecified, announced)", "asOf": "2026-03-31", "verification": "announced", "confidence": "low", "sourceIds": [ "nebius-src-yahoo-dc" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "nebius-src-yahoo-dc" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Participants: —. Source: NeoCloud Observatory research." } }, { "id": "nebius-vineland-nj", "name": "Nebius Vineland (New Jersey) AI data center", "companyIds": [ "nebius" ], "kind": "campus", "status": "partially-operational", "location": { "city": "Vineland, New Jersey", "country": "United States", "region": "north-america" }, "announcedDate": "2025-03-01", "capacityMW": { "value": 300, "unit": "MW (unspecified, announced)", "asOf": "2025-03-01", "verification": "announced", "confidence": "high", "sourceIds": [ "nebius-src-nj" ], "notes": "'up to 300 MW' phased development" }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "nebius-src-nj", "nebius-src-vineland-x" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Phase 2 approved by Vineland Planning Board (unverified social post); Phase 1 serving Microsoft contract. Participants: Microsoft (tenant), DataOne (developer). Source: NeoCloud Observatory research." } }, { "id": "nebius-kansas-city", "name": "Nebius Kansas City / Independence AI factory", "companyIds": [ "nebius" ], "kind": "campus", "status": "planned", "location": { "city": "Independence, Missouri", "country": "United States", "region": "north-america" }, "announcedDate": "2026-01-12", "capacityMW": { "value": 800, "unit": "MW (unspecified, announced)", "asOf": "2026-01-12", "verification": "announced", "confidence": "medium", "sourceIds": [ "nebius-src-kc" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "nebius-src-kc", "nebius-src-yahoo-dc" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Approval secured for first gigawatt-scale AI factory (reported). Participants: —. Source: NeoCloud Observatory research." } }, { "id": "nebius-keflavik", "name": "Nebius Keflavik (Iceland) colocation", "companyIds": [ "nebius" ], "kind": "data-centre", "status": "operational", "location": { "city": "Keflavik", "country": "Iceland", "region": "europe" }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "nebius-src-yahoo-dc" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Expected operational by end of Q1 2025 (reported plan). Participants: —. Source: NeoCloud Observatory research." } }, { "id": "nscale-stargate-norway", "name": "Stargate Norway (Aker Nscale JV, Kvandal/Narvik)", "companyIds": [ "nscale" ], "kind": "campus", "status": "under-construction", "location": { "city": "Narvik, Nordland", "country": "Norway", "region": "europe" }, "announcedDate": "2025-07-31", "capacityMW": { "value": 230, "unit": "MW (unspecified, announced)", "asOf": "2025-07-31", "verification": "announced", "confidence": "high", "sourceIds": [ "nscale-src-norway" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "nscale-src-norway", "nscale-src-dcd-narvik" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Status inferred from announced 2026 GPU delivery target; not independently confirmed. Participants: Aker ASA (partner), OpenAI (offtaker). Source: NeoCloud Observatory research." } }, { "id": "nscale-texas-campus", "name": "Nscale Texas hyperscale AI campus (Microsoft)", "companyIds": [ "nscale" ], "kind": "campus", "status": "under-construction", "location": { "country": "United States", "region": "north-america" }, "capacityMW": { "value": 240, "unit": "MW (unspecified, contracted)", "asOf": "2026-03-09", "verification": "announced", "confidence": "low", "sourceIds": [ "nscale-src-sacra" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "nscale-src-sacra" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Phased delivery from Q3 2026 (reported). Participants: Microsoft (end customer). Source: NeoCloud Observatory research." } }, { "id": "nscale-sines-portugal", "name": "Nscale at Start Campus, Sines", "companyIds": [ "nscale" ], "kind": "data-centre", "status": "planned", "location": { "city": "Sines", "country": "Portugal", "region": "europe" }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "nscale-src-datastorage" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "~12,600 GB300 committed for Q1 2026 (reported). Participants: Start Campus (landlord), Microsoft (end customer). Source: NeoCloud Observatory research." } }, { "id": "nscale-glomfjord", "name": "Nscale Glomfjord data center", "companyIds": [ "nscale" ], "kind": "data-centre", "status": "operational", "location": { "city": "Glomfjord, Nordland", "country": "Norway", "region": "europe" }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "nscale-src-wiki" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Flagship Norwegian site; additional 4,000 GPUs planned (reported). Participants: —. Source: NeoCloud Observatory research." } }, { "id": "nscale-loughton", "name": "Nscale Loughton (Essex) AI data center", "companyIds": [ "nscale" ], "kind": "data-centre", "status": "under-construction", "location": { "city": "Loughton, Essex", "country": "United Kingdom", "region": "europe" }, "announcedDate": "2025-01-13", "cooling": [], "energy": [], "provenance": { "sourceIds": [ "nscale-src-wiki" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Part of Stargate UK (OpenAI up to 31,000 GPUs across Nscale sites). Participants: —. Source: NeoCloud Observatory research." } }, { "id": "terawulf-lake-mariner", "name": "Lake Mariner HPC campus", "companyIds": [ "terawulf" ], "kind": "data-centre", "status": "partially-operational", "location": { "city": "Barker, New York", "country": "United States", "region": "north-america" }, "capacityMW": { "value": 360, "unit": "MW (it load, contracted)", "asOf": "2026-08-10", "verification": "announced", "confidence": "high", "sourceIds": [ "terawulf-src-q2" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "terawulf-src-q2" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "CB-3 delivered; CB-4 commissioning H2 2026; CB-5 phased from early 2027. Participants: null (tenant), Google (financier). Source: NeoCloud Observatory research." } }, { "id": "together-maryland-ai-factory", "name": "Together AI / 5C Maryland AI factory", "companyIds": [ "together-ai" ], "kind": "campus", "status": "operational", "location": { "country": "United States", "region": "north-america" }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "together-ai-src-nvidia" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "B200 Participants: 5C (partner). Source: NeoCloud Observatory research." } }, { "id": "together-memphis-ai-factory", "name": "Together AI / 5C Memphis AI factory", "companyIds": [ "together-ai" ], "kind": "campus", "status": "under-construction", "location": { "city": "Memphis, Tennessee", "country": "United States", "region": "north-america" }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "together-ai-src-nvidia" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "GB200/GB300; 'coming online soon' Participants: 5C (partner). Source: NeoCloud Observatory research." } }, { "id": "volta-norway-133mw", "name": "Volta / Bitdeer Norway AI factory (Vera Rubin)", "companyIds": [ "volta" ], "kind": "campus", "status": "announced", "location": { "country": "Norway", "region": "europe" }, "capacityMW": { "value": 133, "unit": "MW (unspecified, announced)", "asOf": "2026-08-04", "verification": "announced", "confidence": "high", "sourceIds": [ "volta-src-bw" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "volta-src-bw" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Participants: Bitdeer (partner). Source: NeoCloud Observatory research." } }, { "id": "vultr-springfield-ohio", "name": "Vultr 50 MW AMD GPU cluster (Springfield, Ohio)", "companyIds": [ "vultr" ], "kind": "data-centre", "status": "planned", "location": { "city": "Springfield, Ohio", "country": "United States", "region": "north-america" }, "capacityMW": { "value": 50, "unit": "MW (unspecified, announced)", "asOf": "2025-06-01", "verification": "announced", "confidence": "medium", "sourceIds": [ "vultr-src-dcd" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "vultr-src-cnbc", "vultr-src-dcd" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "Participants: —. Source: NeoCloud Observatory research." } }, { "id": "whitefiber-nc1", "name": "WhiteFiber NC-1", "companyIds": [ "whitefiber" ], "kind": "data-centre", "status": "partially-operational", "location": { "country": "United States", "region": "north-america" }, "capacityMW": { "value": 20, "unit": "MW (it load, operational)", "asOf": "2026-08-12", "verification": "operational", "confidence": "medium", "sourceIds": [ "whitefiber-src-call" ] }, "cooling": [], "energy": [], "provenance": { "sourceIds": [ "whitefiber-src-call" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported", "notes": "20 MW available for deployment; full 40 MW expected by end of August 2026. Participants: —. Source: NeoCloud Observatory research." } } ], "fundingEvents": [ { "id": "coreweave-ipo-2025-03-28-0", "companyId": "coreweave", "date": "2025-03-28", "kind": "ipo", "investors": [], "description": "CoreWeave — IPO (Nasdaq: CRWV) IPO priced at $40/share per public reports; amount not captured in this snapshot.", "provenance": { "sourceIds": [ "coreweave-src-wiki" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "reported" } }, { "id": "coreweave-gpu-backed-financing-2026-03-31-1", "companyId": "coreweave", "date": "2026-03-31", "kind": "debt", "amount": { "value": 8500000000, "asOf": "2026-03-31", "verification": "reported", "confidence": "high", "sourceIds": [ "coreweave-src-ddtl4" ], "currency": "USD" }, "investors": [], "description": "CoreWeave — DDTL 4.0 First HPC-infrastructure DDTL rated investment grade (Moody's A3) per public reports.", "provenance": { "sourceIds": [ "coreweave-src-ddtl4" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "coreweave-gpu-backed-financing-2026-05-01-2", "companyId": "coreweave", "date": "2026-05-01", "kind": "debt", "amount": { "value": 3100000000, "asOf": "2026-05-01", "verification": "reported", "confidence": "high", "sourceIds": [ "coreweave-src-ddtl5" ], "currency": "USD" }, "investors": [], "description": "CoreWeave — DDTL 5.0 Exact close date not captured; month approximate.", "provenance": { "sourceIds": [ "coreweave-src-ddtl5" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "coreweave-gpu-backed-financing-2026-07-01-3", "companyId": "coreweave", "date": "2026-07-01", "kind": "debt", "amount": { "value": 2600000000, "asOf": "2026-07-01", "verification": "reported", "confidence": "high", "sourceIds": [ "coreweave-src-ddtl55" ], "currency": "USD" }, "investors": [], "description": "CoreWeave — DDTL 5.5 Exact close date not captured; month approximate.", "provenance": { "sourceIds": [ "coreweave-src-ddtl55" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "coreweave-acquisition-2025-05-05-0", "companyId": "coreweave", "date": "2025-05-05", "kind": "acquisition", "investors": [], "description": "CoreWeave acquired Weights & Biases.", "provenance": { "sourceIds": [ "coreweave-src-wandb" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "reported" } }, { "id": "crusoe-equity-2024-12-12-0", "companyId": "crusoe", "date": "2024-12-12", "kind": "equity", "amount": { "value": 600000000, "asOf": "2024-12-12", "verification": "reported", "confidence": "high", "sourceIds": [ "crusoe-src-seriesd" ], "currency": "USD" }, "investors": [], "description": "Crusoe — Series D", "provenance": { "sourceIds": [ "crusoe-src-seriesd" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "crusoe-equity-2025-10-23-1", "companyId": "crusoe", "date": "2025-10-23", "kind": "equity", "amount": { "value": 1375000000, "asOf": "2025-10-23", "verification": "reported", "confidence": "high", "sourceIds": [ "crusoe-src-seriese" ], "currency": "USD" }, "investors": [], "description": "Crusoe — Series E (initial close) 'over $10B' valuation.", "provenance": { "sourceIds": [ "crusoe-src-seriese" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "crusoe-equity-2026-09-03-2", "companyId": "crusoe", "date": "2026-09-03", "kind": "equity", "amount": { "value": 3000000000, "asOf": "2026-09-03", "verification": "reported", "confidence": "medium", "sourceIds": [ "crusoe-src-bbg-f" ], "currency": "USD" }, "investors": [], "description": "Crusoe — Series F (reported) (reported discussion)", "provenance": { "sourceIds": [ "crusoe-src-bbg-f" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "crusoe-equity-2026-09-17-3", "companyId": "crusoe", "date": "2026-09-17", "kind": "equity", "amount": { "value": 3900000000, "asOf": "2026-09-17", "verification": "reported", "confidence": "high", "sourceIds": [ "crusoe-src-seriesf" ], "currency": "USD" }, "investors": [ "Atreides Management", "Mubadala Capital", "Valor Equity Partners", "Founders Fund", "GIC", "NVIDIA", "Qatar Investment Authority", "Radical Ventures", "TPG" ], "description": "Crusoe — Series F (initial close)", "provenance": { "sourceIds": [ "crusoe-src-seriesf" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "cudo-compute-equity-2026-03-23-0", "companyId": "cudo-compute", "date": "2026-03-23", "kind": "equity", "amount": { "value": 35000000, "asOf": "2026-03-23", "verification": "reported", "confidence": "low", "sourceIds": [ "cudo-compute-src-signalbase" ], "currency": "USD" }, "investors": [], "description": "CUDO Compute — Series A (CUDO Ventures)", "provenance": { "sourceIds": [ "cudo-compute-src-signalbase" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "reported" } }, { "id": "firmus-equity-2025-09-01-0", "companyId": "firmus", "date": "2025-09-01", "kind": "equity", "amount": { "value": 217800000, "asOf": "2025-09-01", "verification": "reported", "confidence": "low", "sourceIds": [ "firmus-src-smartco" ], "currency": "USD" }, "investors": [ "NVIDIA" ], "description": "Firmus Technologies — Growth round (NVIDIA-backed) A$330M at A$1.85B; USD converted at 0.66 (approximate). Date approximate.", "provenance": { "sourceIds": [ "firmus-src-smartco" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "reported" } }, { "id": "firmus-project-finance-2026-05-01-1", "companyId": "firmus", "date": "2026-05-01", "kind": "debt", "amount": { "value": 6600000000, "asOf": "2026-05-01", "verification": "reported", "confidence": "low", "sourceIds": [ "firmus-src-debt" ], "currency": "USD" }, "investors": [], "description": "Firmus Technologies — Project Southgate debt facility '$10bn' facility; currency assumed AUD (Australian reporting) — flagged. Date approximate.", "provenance": { "sourceIds": [ "firmus-src-debt" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "reported" } }, { "id": "fluidstack-equity-2026-07-20-0", "companyId": "fluidstack", "date": "2026-07-20", "kind": "equity", "amount": { "value": 830000000, "asOf": "2026-07-20", "verification": "reported", "confidence": "high", "sourceIds": [ "fluidstack-src-seriesa" ], "currency": "USD" }, "investors": [ "Situational Awareness" ], "description": "Fluidstack — Series A", "provenance": { "sourceIds": [ "fluidstack-src-seriesa" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "fluidstack-equity-2026-04-09-1", "companyId": "fluidstack", "date": "2026-04-09", "kind": "equity", "amount": { "value": 750000000, "asOf": "2026-04-09", "verification": "reported", "confidence": "low", "sourceIds": [ "fluidstack-src-caproasia" ], "currency": "USD" }, "investors": [], "description": "Fluidstack — Round (aggregator report) Conflicts with company release ($830M at $7.5B).", "provenance": { "sourceIds": [ "fluidstack-src-caproasia" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "reported" } }, { "id": "fluidstack-equity-2026-04-14-2", "companyId": "fluidstack", "date": "2026-04-14", "kind": "equity", "amount": { "value": 1000000000, "asOf": "2026-04-14", "verification": "reported", "confidence": "medium", "sourceIds": [ "fluidstack-src-tc-talks" ], "currency": "USD" }, "investors": [], "description": "Fluidstack — Series B (reported talks) (reported discussion)", "provenance": { "sourceIds": [ "fluidstack-src-tc-talks" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "fluidstack-equity-2026-09-03-3", "companyId": "fluidstack", "date": "2026-09-03", "kind": "equity", "amount": { "value": 1500000000, "asOf": "2026-09-03", "verification": "reported", "confidence": "medium", "sourceIds": [ "fluidstack-src-forbes" ], "currency": "USD" }, "investors": [ "Jane Street" ], "description": "Fluidstack — Series B", "provenance": { "sourceIds": [ "fluidstack-src-forbes" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "fluidstack-credit-support-2025-09-25-4", "companyId": "fluidstack", "date": "2025-09-25", "kind": "debt", "amount": { "value": 1400000000, "asOf": "2025-09-25", "verification": "reported", "confidence": "high", "sourceIds": [ "fluidstack-src-cipher-168" ], "currency": "USD" }, "investors": [], "description": "Fluidstack — Google lease backstop (Cipher Barber Lake) Google backstops Fluidstack lease obligations; receives Cipher warrants.", "provenance": { "sourceIds": [ "fluidstack-src-cipher-168" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "fluidstack-credit-support-2026-08-10-5", "companyId": "fluidstack", "date": "2026-08-10", "kind": "debt", "amount": { "value": 3200000000, "asOf": "2026-08-10", "verification": "reported", "confidence": "high", "sourceIds": [ "fluidstack-src-wulf-q2" ], "currency": "USD" }, "investors": [], "description": "Fluidstack — Google lease backstops (TeraWulf Lake Mariner, total)", "provenance": { "sourceIds": [ "fluidstack-src-wulf-q2" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "galaxy-digital-project-finance-2025-08-01-0", "companyId": "galaxy-digital", "date": "2025-08-01", "kind": "debt", "amount": { "value": 1400000000, "asOf": "2025-08-01", "verification": "reported", "confidence": "high", "sourceIds": [ "galaxy-digital-src-fin" ], "currency": "USD" }, "investors": [], "description": "Galaxy Digital — Helios project financing Date approximate.", "provenance": { "sourceIds": [ "galaxy-digital-src-fin" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "gmi-cloud-gpu-backed-financing-2026-05-01-0", "companyId": "gmi-cloud", "date": "2026-05-01", "kind": "debt", "amount": { "value": 635000000, "asOf": "2026-05-01", "verification": "reported", "confidence": "medium", "sourceIds": [ "gmi-cloud-src-loan" ], "currency": "USD" }, "investors": [], "description": "GMI Cloud — Multi-tranche GPU-contract-backed loan (sought) (reported discussion) Seeking NT$20.45B; date approximate.", "provenance": { "sourceIds": [ "gmi-cloud-src-loan" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "iren-gpu-backed-financing-2026-08-27-0", "companyId": "iren", "date": "2026-08-27", "kind": "debt", "amount": { "value": 3600000000, "asOf": "2026-08-27", "verification": "reported", "confidence": "high", "sourceIds": [ "iren-src-fy26" ], "currency": "USD" }, "investors": [], "description": "IREN — GPU financing for Microsoft contract '<6% per annum' interest rate (upper bound stored).", "provenance": { "sourceIds": [ "iren-src-fy26" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "iren-customer-prepayment-2025-11-03-1", "companyId": "iren", "date": "2025-11-03", "kind": "other", "amount": { "value": 1940000000, "asOf": "2025-11-03", "verification": "reported", "confidence": "low", "sourceIds": [ "iren-src-msft" ], "currency": "USD" }, "investors": [], "description": "IREN — Microsoft 20% prepayment DERIVED: 20% of $9.7B contract value; timing of receipt not captured.", "provenance": { "sourceIds": [ "iren-src-msft" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "reported" } }, { "id": "lambda-equity-2025-02-19-0", "companyId": "lambda", "date": "2025-02-19", "kind": "equity", "amount": { "value": 480000000, "asOf": "2025-02-19", "verification": "reported", "confidence": "low", "sourceIds": [ "lambda-src-tc-e" ], "currency": "USD" }, "investors": [], "description": "Lambda — Series D Valuation is an estimate reported by media.", "provenance": { "sourceIds": [ "lambda-src-tc-e" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "reported" } }, { "id": "lambda-equity-2025-11-18-1", "companyId": "lambda", "date": "2025-11-18", "kind": "equity", "amount": { "value": 1500000000, "asOf": "2025-11-18", "verification": "reported", "confidence": "high", "sourceIds": [ "lambda-src-seriese" ], "currency": "USD" }, "investors": [ "TWG Global", "US Innovative Technology Fund" ], "description": "Lambda — Series E", "provenance": { "sourceIds": [ "lambda-src-seriese" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "lambda-convertible-debt-2026-01-15-2", "companyId": "lambda", "date": "2026-01-15", "kind": "debt", "amount": { "value": 350000000, "asOf": "2026-01-15", "verification": "reported", "confidence": "medium", "sourceIds": [ "lambda-src-dcd-pre-ipo" ], "currency": "USD" }, "investors": [ "Mubadala Capital" ], "description": "Lambda — Pre-IPO convertible notes (reported) (reported discussion)", "provenance": { "sourceIds": [ "lambda-src-dcd-pre-ipo" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "lambda-equity-2026-08-28-3", "companyId": "lambda", "date": "2026-08-28", "kind": "equity", "amount": { "value": 3000000000, "asOf": "2026-08-28", "verification": "reported", "confidence": "low", "sourceIds": [ "lambda-src-sacra" ], "currency": "USD" }, "investors": [], "description": "Lambda — Pre-IPO round (reported talks) (reported discussion) Bloomberg-reported; 'up to $3B at $12B or more'.", "provenance": { "sourceIds": [ "lambda-src-sacra" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "reported" } }, { "id": "lightning-ai-merger-2026-01-21-0", "companyId": "lightning-ai", "date": "2026-01-21", "kind": "merger", "investors": [], "description": "Lightning AI (incl. Voltage Park) merged with Voltage Park.", "provenance": { "sourceIds": [ "lightning-ai-src-bw" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nebius-strategic-investment-2024-12-12-0", "companyId": "nebius", "date": "2024-12-12", "kind": "equity", "amount": { "value": 700000000, "asOf": "2024-12-12", "verification": "reported", "confidence": "high", "sourceIds": [ "nebius-src-pp700-6k" ], "currency": "USD" }, "investors": [ "Accel", "NVIDIA", "Orbis Investments" ], "description": "Nebius — Private placement ($21.00/share)", "provenance": { "sourceIds": [ "nebius-src-pp700-6k" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nebius-convertible-debt-2025-09-15-1", "companyId": "nebius", "date": "2025-09-15", "kind": "debt", "amount": { "value": 3200000000, "asOf": "2025-09-15", "verification": "reported", "confidence": "high", "sourceIds": [ "nebius-src-sep25" ], "currency": "USD" }, "investors": [], "description": "Nebius — Convertible senior notes due 2030 (1.00%) and 2032 (2.75%) $2.75B priced, ~$3.2B after over-allotment; rates 1.00% and 2.75%.", "provenance": { "sourceIds": [ "nebius-src-sep25" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nebius-equity-2025-09-15-2", "companyId": "nebius", "date": "2025-09-15", "kind": "equity", "amount": { "value": 1000000000, "asOf": "2025-09-15", "verification": "reported", "confidence": "high", "sourceIds": [ "nebius-src-sep25" ], "currency": "USD" }, "investors": [], "description": "Nebius — Underwritten Class A share offering", "provenance": { "sourceIds": [ "nebius-src-sep25" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nebius-strategic-investment-2026-03-11-3", "companyId": "nebius", "date": "2026-03-11", "kind": "equity", "amount": { "value": 2000000000, "asOf": "2026-03-11", "verification": "reported", "confidence": "high", "sourceIds": [ "nebius-src-nvda2b" ], "currency": "USD" }, "investors": [ "NVIDIA" ], "description": "Nebius — NVIDIA strategic investment (~8.3% at $94.94/share) (announced) Announced; closing status not captured.", "provenance": { "sourceIds": [ "nebius-src-nvda2b" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nexgen-cloud-equity-2025-04-08-0", "companyId": "nexgen-cloud", "date": "2025-04-08", "kind": "equity", "amount": { "value": 45000000, "asOf": "2025-04-08", "verification": "reported", "confidence": "medium", "sourceIds": [ "nexgen-cloud-src-techeu" ], "currency": "USD" }, "investors": [], "description": "NexGen Cloud (Hyperstack) — Series A", "provenance": { "sourceIds": [ "nexgen-cloud-src-techeu" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "nscale-equity-2024-12-01-0", "companyId": "nscale", "date": "2024-12-01", "kind": "equity", "amount": { "value": 155000000, "asOf": "2024-12-01", "verification": "reported", "confidence": "high", "sourceIds": [ "nscale-src-seriesa" ], "currency": "USD" }, "investors": [], "description": "Nscale — Series A", "provenance": { "sourceIds": [ "nscale-src-seriesa" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nscale-equity-2025-09-25-1", "companyId": "nscale", "date": "2025-09-25", "kind": "equity", "amount": { "value": 1100000000, "asOf": "2025-09-25", "verification": "reported", "confidence": "medium", "sourceIds": [ "nscale-src-seriesb" ], "currency": "USD" }, "investors": [ "Aker ASA", "Sandton Capital", "Fidelity Management & Research", "G Squared", "Point72", "T Capital" ], "description": "Nscale — Series B Largest Series B in European history (company claim); exact date approximate.", "provenance": { "sourceIds": [ "nscale-src-seriesb" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "nscale-convertible-debt-2025-10-01-2", "companyId": "nscale", "date": "2025-10-01", "kind": "debt", "amount": { "value": 433000000, "asOf": "2025-10-01", "verification": "reported", "confidence": "medium", "sourceIds": [ "nscale-src-safe" ], "currency": "USD" }, "investors": [ "NVIDIA", "Dell" ], "description": "Nscale — Pre-Series C SAFE SAFE instrument; date approximate.", "provenance": { "sourceIds": [ "nscale-src-safe" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "nscale-equity-2026-03-09-3", "companyId": "nscale", "date": "2026-03-09", "kind": "equity", "amount": { "value": 2000000000, "asOf": "2026-03-09", "verification": "reported", "confidence": "medium", "sourceIds": [ "nscale-src-siliconangle-c" ], "currency": "USD" }, "investors": [ "Aker ASA", "8090 Industries", "NVIDIA", "Dell Technologies", "Nokia" ], "description": "Nscale — Series C", "provenance": { "sourceIds": [ "nscale-src-siliconangle-c" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "nscale-ipo-2026-09-18-4", "companyId": "nscale", "date": "2026-09-18", "kind": "ipo", "investors": [], "description": "Nscale — IPO (S-1 filed) (announced) Shares and price range not yet determined. Lead bookrunners Goldman Sachs, J.P. Morgan, Morgan Stanley.", "provenance": { "sourceIds": [ "nscale-src-pr-ipo" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "runpod-equity-2024-05-01-0", "companyId": "runpod", "date": "2024-05-01", "kind": "equity", "amount": { "value": 20000000, "asOf": "2024-05-01", "verification": "reported", "confidence": "medium", "sourceIds": [ "runpod-src-tc" ], "currency": "USD" }, "investors": [ "Dell Technologies Capital", "Intel Capital" ], "description": "RunPod — Seed", "provenance": { "sourceIds": [ "runpod-src-tc" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "runpod-equity-2026-06-24-1", "companyId": "runpod", "date": "2026-06-24", "kind": "equity", "amount": { "value": 100000000, "asOf": "2026-06-24", "verification": "reported", "confidence": "high", "sourceIds": [ "runpod-src-pr" ], "currency": "USD" }, "investors": [ "Summit Partners" ], "description": "RunPod — Growth", "provenance": { "sourceIds": [ "runpod-src-pr" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "tensorwave-equity-2026-06-10-0", "companyId": "tensorwave", "date": "2026-06-10", "kind": "equity", "amount": { "value": 350000000, "asOf": "2026-06-10", "verification": "reported", "confidence": "high", "sourceIds": [ "tensorwave-src-bw" ], "currency": "USD" }, "investors": [ "Magnetar", "AMD Ventures", "Maverick Silicon", "Nexus Venture Partners", "Western Frontier" ], "description": "TensorWave — Series B", "provenance": { "sourceIds": [ "tensorwave-src-bw" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "terawulf-credit-support-2026-08-10-0", "companyId": "terawulf", "date": "2026-08-10", "kind": "debt", "amount": { "value": 3200000000, "asOf": "2026-08-10", "verification": "reported", "confidence": "high", "sourceIds": [ "terawulf-src-q2" ], "currency": "USD" }, "investors": [], "description": "TeraWulf — Google backstop (cumulative) Google total backstop ~$3.2B; ~14% pro forma equity ownership.", "provenance": { "sourceIds": [ "terawulf-src-q2" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "together-ai-equity-2026-07-01-0", "companyId": "together-ai", "date": "2026-07-01", "kind": "equity", "amount": { "value": 800000000, "asOf": "2026-07-01", "verification": "reported", "confidence": "medium", "sourceIds": [ "together-ai-src-tc" ], "currency": "USD" }, "investors": [ "Aramco Ventures", "Vista Equity Partners", "General Catalyst", "Emergence Capital", "NVIDIA", "Salesforce Ventures", "March Capital", "Pegatron", "Schneider Electric", "Lux Capital" ], "description": "Together AI — Series C", "provenance": { "sourceIds": [ "together-ai-src-tc" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "together-ai-equity-2025-02-20-1", "companyId": "together-ai", "date": 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"investors": [], "description": "Volta — AI infrastructure financing program (announced)", "provenance": { "sourceIds": [ "volta-src-bw" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "vultr-equity-2024-12-18-0", "companyId": "vultr", "date": "2024-12-18", "kind": "equity", "amount": { "value": 333000000, "asOf": "2024-12-18", "verification": "reported", "confidence": "high", "sourceIds": [ "vultr-src-bw" ], "currency": "USD" }, "investors": [ "LuminArx Capital Management", "AMD Ventures" ], "description": "Vultr — Growth", "provenance": { "sourceIds": [ "vultr-src-bw" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "vultr-corporate-debt-2025-06-01-1", "companyId": "vultr", "date": "2025-06-01", "kind": "debt", "amount": { "value": 329000000, "asOf": "2025-06-01", "verification": "reported", "confidence": "medium", "sourceIds": [ "vultr-src-dcd" ], "currency": "USD" }, "investors": [], "description": "Vultr — Credit facility Date approximate (June 2025).", "provenance": { "sourceIds": [ "vultr-src-dcd" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "vultr-equity-2026-03-01-2", "companyId": "vultr", "date": "2026-03-01", "kind": "equity", "amount": { "value": 1000000000, "asOf": "2026-03-01", "verification": "reported", "confidence": "medium", "sourceIds": [ "vultr-src-dcd" ], "currency": "USD" }, "investors": [], "description": "Vultr — Reported raise (reported discussion) 'seeks at least $1bn' (report); date approximate.", "provenance": { "sourceIds": [ "vultr-src-dcd" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "whitefiber-ipo-2025-08-07-0", "companyId": "whitefiber", "date": "2025-08-07", "kind": "ipo", "investors": [], "description": "WhiteFiber — IPO (Nasdaq: WYFI) 9,375,000 ordinary shares; proceeds not captured.", "provenance": { "sourceIds": [ "whitefiber-src-ipo" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "reported" } }, { "id": "yotta-ipo-2026-06-01-0", "companyId": "yotta", "date": "2026-06-01", "kind": "ipo", "amount": { "value": 900000000, "asOf": "2026-06-01", "verification": "reported", "confidence": "low", "sourceIds": [ "yotta-src-biggo" ], "currency": "USD" }, "investors": [], "description": "Yotta Data Services — IPO (planned, up to $900M) (reported discussion)", "provenance": { "sourceIds": [ "yotta-src-biggo" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "reported" } } ], "gpuDeployments": [], "observations": [ { "id": "nvidia-gb200-nvl72-announced", "date": "2024-03-18", "statement": "NVIDIA announced the GB200 NVL72, a liquid-cooled, rack-scale system connecting 72 Blackwell GPUs in a single NVLink domain.", "signalIds": [ "gpu-generation-transition", "liquid-cooling-adoption", "rack-power-density" ], "companyIds": [ "nvidia" ], "kind": "fact", "polarity": 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"iea-energy-and-ai" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "unverified" } }, { "id": "stargate-announced", "date": "2025-01-21", "statement": "OpenAI, SoftBank, Oracle and MGX announced The Stargate Project, stating an intent to invest up to US$500 billion in US AI infrastructure over four years.", "signalIds": [ "ai-infrastructure-funding", "ai-datacentre-capacity", "gpu-compute-demand" ], "companyIds": [ "oracle-oci" ], "kind": "announcement", "polarity": 1, "provenance": { "sourceIds": [ "openai-stargate" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "unverified" } }, { "id": "ultra-ethernet-spec-1", "date": "2025-06-11", "statement": "The Ultra Ethernet Consortium published its 1.0 specification for Ethernet-based AI and HPC networking.", "signalIds": [ "ai-network-bandwidth" ], "companyIds": [], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "ultra-ethernet" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "unverified" } }, { "id": "eu-ai-gigafactories", "date": "2025-02-11", "statement": "The European Commission announced the InvestAI initiative, including funding intended for AI gigafactories in the EU.", "signalIds": [ "sovereign-ai" ], "companyIds": [], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "eu-ai-factories" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "unverified" } }, { "id": "applied-digital-event-2025-09-01-0", "date": "2025-09-01", "statement": "Applied Digital: full 400 MW Polaris Forge 1 leased to CoreWeave (~$11B over ~15 years)", "signalIds": [ "gpu-compute-demand" ], "companyIds": [ "applied-digital" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "applied-digital-src-pf1" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "cipher-mining-event-2025-09-25-0", "date": "2025-09-25", "statement": "Cipher signs $3B 10-yr 168 MW Fluidstack 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merger agreement terminated", "signalIds": [ "neocloud-consolidation" ], "companyIds": [ "coreweave" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "coreweave-src-corz-term" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "coreweave-event-2026-03-31-3", "date": "2026-03-31", "statement": "CoreWeave closes $8.5B DDTL 4.0, first investment-grade GPU-backed facility", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "coreweave" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "coreweave-src-ddtl4" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "coreweave-event-2026-04-09-4", "date": "2026-04-09", "statement": "Meta expands CoreWeave agreement by ~$21B through Dec 2032", "signalIds": [ "gpu-compute-demand" ], "companyIds": [ "coreweave" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "coreweave-src-meta21" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "coreweave-event-2026-08-11-5", "date": "2026-08-11", "statement": "CoreWeave Q2 2026: revenue $2.58B (+112%), backlog ~$104B, active power 1.5 GW", "signalIds": [ "power-availability" ], "companyIds": [ "coreweave" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "coreweave-src-q2" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "crusoe-event-2025-09-30-2", "date": "2025-09-30", "statement": "Crusoe's flagship Abilene (Stargate) data center goes live", "signalIds": [ "neocloud-capacity", "ai-datacentre-capacity" ], "companyIds": [ "crusoe" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "crusoe-src-abilene-live" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "crusoe-event-2026-03-27-3", "date": "2026-03-27", "statement": "Crusoe announces 900 MW Abilene AI factory campus for Microsoft", "signalIds": [ "gpu-compute-demand" ], "companyIds": [ "crusoe" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "crusoe-src-abilene-msft" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "crusoe-event-2026-06-09-4", "date": "2026-06-09", "statement": "Crusoe contracted AI infrastructure approaches 5 GW (4.9 GW)", "signalIds": [ "neocloud-capacity", "ai-datacentre-capacity", "power-availability" ], "companyIds": [ "crusoe" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "crusoe-src-cap5gw" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "crusoe-event-2026-09-17-6", "date": "2026-09-17", "statement": "Crusoe announces initial close of $3.9B Series F at $30.9B post-money", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "crusoe" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "crusoe-src-seriesf" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "cudo-compute-event-2026-03-23-0", "date": "2026-03-23", "statement": "CUDO Ventures (parent of CUDO Compute) raises $35M Series A", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "cudo-compute" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "cudo-compute-src-signalbase" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "reported" } }, { "id": "firmus-event-2025-11-01-0", "date": "2025-11-01", "statement": "Firmus expands Project Southgate nationally: up to A$73.3B, 1.6 GW across five sites by 2028", "signalIds": [ "neocloud-capacity", "ai-datacentre-capacity", "power-availability", "sovereign-ai" ], "companyIds": [ "firmus" ], "kind": "announcement", "polarity": 1, "provenance": { "sourceIds": [ "firmus-src-smartco" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "announced" } }, { "id": "firmus-event-2026-05-01-1", "date": "2026-05-01", "statement": "Firmus secures $10bn debt facility for Project Southgate", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "firmus" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "firmus-src-debt" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "fluidstack-event-2025-02-10-0", "date": "2025-02-10", "statement": "Fluidstack signs MoU with France for 1 GW AI supercomputer (€10B phase one)", "signalIds": [ "sovereign-ai", "power-availability" ], "companyIds": [ "fluidstack" ], "kind": "announcement", "polarity": 1, "provenance": { "sourceIds": [ "fluidstack-src-france" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "announced" } }, { "id": "fluidstack-event-2025-11-12-1", "date": "2025-11-12", "statement": "Anthropic announces $50B US data-center plan with Fluidstack (Texas, New York)", "signalIds": [ "gpu-compute-demand" ], "companyIds": [ "fluidstack" ], "kind": "announcement", "polarity": 1, "provenance": { "sourceIds": [ "fluidstack-src-anthropic50" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "announced" } }, { "id": "fluidstack-event-2025-12-17-2", "date": "2025-12-17", "statement": "Hut 8 signs 15-year 245 MW lease with Fluidstack at River Bend ($7.0B)", "signalIds": [ "gpu-compute-demand" ], "companyIds": [ "fluidstack" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "fluidstack-src-hut8" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "fluidstack-event-2026-07-20-4", "date": "2026-07-20", "statement": "Fluidstack discloses $830M Series A at $7.5B led by Situational Awareness", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "fluidstack" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "fluidstack-src-seriesa" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "fluidstack-event-2026-09-03-5", "date": "2026-09-03", "statement": "Fluidstack closes $1.5B round led by Jane Street at >$18B", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "fluidstack" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "fluidstack-src-forbes" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "g42-event-2025-05-22-0", "date": "2025-05-22", "statement": "Stargate UAE launched: 1 GW cluster built by G42, operated by OpenAI and Oracle", "signalIds": [ "ai-datacentre-capacity", "power-availability" ], "companyIds": [ "g42" ], "kind": "announcement", "polarity": 1, "provenance": { "sourceIds": [ "g42-src-g42" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "announced" } }, { "id": "galaxy-digital-event-2026-07-10-0", "date": "2026-07-10", "statement": "Galaxy completes Helios Phase I: 133 MW critical IT delivered to CoreWeave", "signalIds": [ "ai-datacentre-capacity" ], 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], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "iren-src-h1" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "lambda-event-2025-11-03-0", "date": "2025-11-03", "statement": "Lambda signs multibillion-dollar Microsoft agreement (GB300 NVL72)", "signalIds": [ "gpu-compute-demand", "gpu-generation-transition", "rack-power-density" ], "companyIds": [ "lambda" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "lambda-src-msft" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "lambda-event-2025-11-18-1", "date": "2025-11-18", "statement": "Lambda raises >$1.5B Series E led by TWG Global", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "lambda" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "lambda-src-seriese" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "lightning-ai-event-2026-01-21-0", "date": "2026-01-21", "statement": "Lightning AI and Voltage Park complete merger (combined >$2.5B valuation, >$500M ARR)", "signalIds": [ "neocloud-consolidation" ], "companyIds": [ "lightning-ai" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "lightning-ai-src-bw" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nebius-event-2025-09-08-0", "date": "2025-09-08", "statement": "Nebius signs $17.4B (up to $19.4B) five-year Microsoft agreement for Vineland, NJ capacity", "signalIds": [ "gpu-compute-demand" ], "companyIds": [ "nebius" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "nebius-src-msft" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nebius-event-2025-11-11-1", "date": "2025-11-11", "statement": "Nebius discloses ~$3B five-year Meta agreement", "signalIds": [ "gpu-compute-demand" ], "companyIds": [ "nebius" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "nebius-src-meta" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "nebius-event-2026-03-31-2", "date": "2026-03-31", "statement": "Nebius announces 310 MW AI factory in Lappeenranta, Finland", "signalIds": [ "neocloud-capacity", "ai-datacentre-capacity" ], "companyIds": [ "nebius" ], "kind": "announcement", "polarity": 1, "provenance": { "sourceIds": [ "nebius-src-yahoo-dc" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "announced" } }, { "id": "nebius-event-2026-08-12-3", "date": "2026-08-12", "statement": "Nebius Q2 2026: revenue $582.3M (+454%), ARR $3B; YE contracted power guidance raised to 5 GW", "signalIds": [ "power-availability" ], "companyIds": [ "nebius" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "nebius-src-shl" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nebius-event-2026-03-11-5", "date": "2026-03-11", "statement": "NVIDIA to invest $2B in Nebius (~8.3% stake); partnership on AI factory design, inference, fleet management", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "nebius" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "nebius-src-nvda2b" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nebius-event-2024-12-02-6", "date": "2024-12-02", "statement": "Nebius raises $700M private placement from Accel, NVIDIA, Orbis", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "nebius" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "nebius-src-pp700" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nexgen-cloud-event-2025-04-08-0", "date": "2025-04-08", "statement": "NexGen Cloud raises $45M Series A at $354M valuation", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "nexgen-cloud" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "nexgen-cloud-src-techeu" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "reported" } }, { "id": "northern-data-event-2026-06-17-0", "date": "2026-06-17", "statement": "Rumble closes acquisition of Northern Data (85.2%)", "signalIds": [ "neocloud-consolidation" ], "companyIds": [ "northern-data" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "northern-data-src-close" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nscale-event-2024-12-01-0", "date": "2024-12-01", "statement": "Nscale raises $155M Series A", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "nscale" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "nscale-src-seriesa" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nscale-event-2025-07-31-1", "date": "2025-07-31", "statement": "Nscale, Aker and OpenAI announce Stargate Norway (230 MW, 100k GPUs target by end-2026)", "signalIds": [ "neocloud-capacity", "ai-datacentre-capacity" ], "companyIds": [ "nscale" ], "kind": "announcement", "polarity": 1, "provenance": { "sourceIds": [ "nscale-src-norway" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "announced" } }, { "id": "nscale-event-2025-10-15-2", "date": "2025-10-15", "statement": "Nscale contracts ~200,000 NVIDIA GB300 GPUs with Microsoft", "signalIds": [ "gpu-compute-demand", "gpu-generation-transition" ], "companyIds": [ "nscale" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "nscale-src-msft" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "nscale-event-2026-03-09-3", "date": "2026-03-09", "statement": "Nscale raises $2B Series C at $14.6B valuation", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "nscale" ], "kind": "fact", "polarity": 1, 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"date": "2026-06-24", "statement": "RunPod raises $100M led by Summit Partners at $1B valuation", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "runpod" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "runpod-src-pr" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "tensorwave-event-2026-06-10-0", "date": "2026-06-10", "statement": "TensorWave raises $350M Series B at $1.55B (Magnetar, AMD Ventures)", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "tensorwave" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "tensorwave-src-bw" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "terawulf-event-2025-08-14-0", "date": "2025-08-14", "statement": "TeraWulf signs 200+ MW 10-year AI hosting agreements with Fluidstack (Google backstop)", "signalIds": [ "gpu-compute-demand" ], "companyIds": [ "terawulf" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "terawulf-src-fs200" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "terawulf-event-2026-07-10-1", "date": "2026-07-10", "statement": "TeraWulf delivers CB-3, revenue-generating IT reaches 102 MW", "signalIds": [ "ai-datacentre-capacity" ], "companyIds": [ "terawulf" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "terawulf-src-q2" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "together-ai-event-2026-07-01-0", "date": "2026-07-01", "statement": "Together AI raises $800M Series C at $8.3B led by Aramco Ventures", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "together-ai" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "together-ai-src-bw" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "volta-event-2026-08-04-0", "date": "2026-08-04", "statement": "Volta emerges from stealth: $10B AI-lab partnership, $5B financing program, $2.4B valuation", "signalIds": [ "gpu-compute-demand" ], "companyIds": [ "volta" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "volta-src-bw" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "vultr-event-2024-12-18-0", "date": "2024-12-18", "statement": "Vultr raises $333M at $3.5B (LuminArx, AMD Ventures)", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "vultr" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "vultr-src-bw" ], "collectedDate": "2026-09-25", "confidence": "high", "verification": "reported" } }, { "id": "whitefiber-event-2025-08-07-0", "date": "2025-08-07", "statement": "WhiteFiber IPO on Nasdaq (WYFI)", "signalIds": [ "ai-infrastructure-funding" ], "companyIds": [ "whitefiber" ], "kind": "fact", "polarity": 1, "provenance": { "sourceIds": [ "whitefiber-src-ipo" ], "collectedDate": "2026-09-25", "confidence": "low", "verification": "reported" } }, { "id": "yotta-event-2026-02-27-0", "date": "2026-02-27", "statement": "Yotta to deploy 20,736 Blackwell Ultra GPUs ($2B) and signs >$1B NVIDIA DGX Cloud deal", "signalIds": [ "gpu-compute-demand", "gpu-generation-transition" ], "companyIds": [ "yotta" ], "kind": "announcement", "polarity": 1, "provenance": { "sourceIds": [ "yotta-src-cnbc" ], "collectedDate": "2026-09-25", "confidence": "medium", "verification": "announced" } } ], "sources": [ { "id": "coreweave-website", "title": "CoreWeave", "publisher": "CoreWeave", "url": "https://www.coreweave.com/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "coreweave-investors", "title": "CoreWeave Investor Relations", "publisher": "CoreWeave", "url": "https://investors.coreweave.com/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "nebius-website", "title": "Nebius", "publisher": "Nebius Group", "url": "https://nebius.com/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "lambda-website", "title": "Lambda", "publisher": "Lambda", "url": "https://lambda.ai/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "crusoe-website", "title": "Crusoe", "publisher": "Crusoe", "url": "https://www.crusoe.ai/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "together-website", "title": "Together AI", "publisher": "Together AI", "url": "https://www.together.ai/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "vultr-website", "title": "Vultr", "publisher": "Vultr", "url": "https://www.vultr.com/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "fluidstack-website", "title": "Fluidstack", "publisher": "Fluidstack", "url": "https://www.fluidstack.io/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "voltagepark-website", "title": "Voltage Park", "publisher": "Voltage Park", "url": "https://www.voltagepark.com/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "iren-website", "title": "IREN", "publisher": "IREN", "url": "https://iren.com/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "nscale-website", "title": "Nscale", "publisher": "Nscale", "url": "https://www.nscale.com/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "tensorwave-website", "title": "TensorWave", "publisher": "TensorWave", "url": "https://tensorwave.com/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "aws-website", "title": "Amazon Web Services", "publisher": "Amazon", "url": "https://aws.amazon.com/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "azure-website", "title": "Microsoft Azure", "publisher": "Microsoft", "url": "https://azure.microsoft.com/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "gcp-website", "title": "Google Cloud", "publisher": "Google", "url": "https://cloud.google.com/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "oci-website", "title": "Oracle Cloud Infrastructure", "publisher": "Oracle", "url": "https://www.oracle.com/cloud/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "nvidia-website", "title": "NVIDIA", "publisher": "NVIDIA", "url": "https://www.nvidia.com/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "nvidia-newsroom", "title": "NVIDIA Newsroom", "publisher": "NVIDIA", "url": "https://nvidianews.nvidia.com/", "type": "press-release", "collectedDate": "2026-09-25" }, { "id": "nvidia-gb200-nvl72", "title": "NVIDIA GB200 NVL72", "publisher": "NVIDIA", "url": "https://www.nvidia.com/en-us/data-center/gb200-nvl72/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "amd-website", "title": "AMD", "publisher": "AMD", "url": "https://www.amd.com/", "type": "company", "collectedDate": "2026-09-25" }, { "id": "iea-energy-and-ai", "title": "Energy and AI", "publisher": "International Energy Agency", "url": "https://www.iea.org/reports/energy-and-ai", "type": "research", "publishedDate": "2025-04-10", "collectedDate": "2026-09-25" }, { "id": "openai-stargate", "title": "Announcing The Stargate Project", "publisher": "OpenAI", "url": "https://openai.com/index/announcing-the-stargate-project/", "type": "press-release", "publishedDate": "2025-01-21", "collectedDate": "2026-09-25" }, { "id": "openai-stargate-norway", "title": "Introducing Stargate Norway", "publisher": "OpenAI", "url": "https://openai.com/index/introducing-stargate-norway/", "type": "press-release", "collectedDate": "2026-09-25" }, { "id": "ultra-ethernet", "title": "Ultra Ethernet Consortium", "publisher": "Ultra Ethernet Consortium", "url": "https://ultraethernet.org/", "type": "research", "collectedDate": "2026-09-25" }, { "id": "eu-ai-factories", "title": "AI Factories", "publisher": "European Commission", "url": "https://digital-strategy.ec.europa.eu/en/policies/ai-factories", "type": "government", "collectedDate": "2026-09-25" }, { "id": "eia-today-in-energy", "title": "Today in Energy", "publisher": "U.S. Energy Information 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"publisher": "Applied Digital", "url": "https://ir.applieddigital.com/news-events/press-releases/detail/132/applied-digital-announces-5-billion-ai-factory-lease-with", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "applied-digital-src-rfs", "title": "Applied Digital Achieves Ready for Service for Phase 1 at Polaris Forge 1 Building 1 for CoreWeave", "publisher": "Applied Digital", "url": "https://ir.applieddigital.com/news-events/press-releases/detail/133/applied-digital-achieves-ready-for-service-for-phase-1-at", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "aws-src-capex", "title": "Tech AI spending approaches $700 billion in 2026", "publisher": "CNBC", "url": "https://www.cnbc.com/2026/02/06/google-microsoft-meta-amazon-ai-cash.html", "type": "news", "publishedDate": "2026-02-06", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "aws-src-capex-agg", "title": "Amazon, Microsoft, Alphabet, Meta Plan $725B AI Capex in 2026", "publisher": "AI Weekly", "url": "https://aiweekly.co/alerts/amazon-microsoft-alphabet-meta-plan-725b-ai-capex-in-2026", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "aws-src-pricing", "title": "AWS vs Azure vs GCP: H100 GPU Pricing 2026", "publisher": "Tech Insider", "url": "https://tech-insider.org/aws-vs-azure-vs-google-cloud-gpu-pricing-2026/", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "aws-src-cmax2", "title": "ClusterMAX 2.0", "publisher": "SemiAnalysis", "url": "https://newsletter.semianalysis.com/p/clustermax-20-the-industry-standard", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "aws-src-cipher", "title": "AWS signs 300MW hosting deal with Cipher", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/aws-signs-300mw-hosting-deal-to-lease-capacity-from-cipher-mining/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "azure-src-capex", "title": "Tech AI spending approaches $700 billion in 2026", "publisher": "CNBC", "url": "https://www.cnbc.com/2026/02/06/google-microsoft-meta-amazon-ai-cash.html", "type": "news", "publishedDate": "2026-02-06", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "azure-src-capex-agg", "title": "Amazon, Microsoft, Alphabet, Meta Plan $725B AI Capex in 2026", "publisher": "AI Weekly", "url": "https://aiweekly.co/alerts/amazon-microsoft-alphabet-meta-plan-725b-ai-capex-in-2026", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "azure-src-pricing", "title": "AWS vs Azure vs GCP: H100 GPU Pricing 2026", "publisher": "Tech Insider", "url": "https://tech-insider.org/aws-vs-azure-vs-google-cloud-gpu-pricing-2026/", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "azure-src-cmax2", "title": "ClusterMAX 2.0", "publisher": "SemiAnalysis", "url": "https://newsletter.semianalysis.com/p/clustermax-20-the-industry-standard", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "cipher-mining-src-dcd", "title": "AWS signs 300MW hosting deal to lease capacity from Cipher Mining", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/aws-signs-300mw-hosting-deal-to-lease-capacity-from-cipher-mining/", "type": "news", "publishedDate": "2025-11-03", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "cipher-mining-src-fs", "title": "Cipher Mining Signs Hosting Agreement with Fluidstack", "publisher": "Cipher Mining", "url": "https://investors.cipherdigital.com/static-files/382f9061-a211-487f-9c57-2131f6c06bd8", "type": "company", "publishedDate": "2025-09-25", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "cipher-mining-src-fs56", "title": "Cipher Mining Signs Additional 56 MW, 10-Year AI Hosting Agreement", "publisher": "SEC EDGAR", "url": "https://www.sec.gov/Archives/edgar/data/1819989/000095010325015073/dp237633_ex9901.htm", "type": "filing", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (regulatory_filing)." }, { "id": "core-scientific-src-q2", "title": "Core Scientific Announces Second Quarter 2026 Results", "publisher": "Nasdaq (Core Scientific press release)", "url": "https://www.nasdaq.com/press-release/core-scientific-announces-second-quarter-2026-results-2026-07-28", "type": "company", "publishedDate": "2026-07-28", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "core-scientific-src-term", "title": "Core Scientific Announces Termination of Merger Agreement with CoreWeave", "publisher": "Core Scientific", "url": "https://investors.corescientific.com/news-events/press-releases/detail/124/core-scientific-announces-termination-of-merger-agreement-with-coreweave", "type": "company", "publishedDate": "2025-10-30", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "coreweave-src-wiki", "title": "CoreWeave — Wikipedia", "publisher": "Wikipedia", "url": "https://en.wikipedia.org/wiki/CoreWeave", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "coreweave-src-q2", "title": "CoreWeave Reports Strong Second Quarter 2026 Results", "publisher": "CoreWeave Investor Relations", "url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Reports-Strong-Second-Quarter-2026-Results/default.aspx", "type": "company", "publishedDate": "2026-08-11", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "coreweave-src-cnbc-q2", "title": "CoreWeave (CRWV) Q2 earnings report 2026", "publisher": "CNBC", "url": "https://www.cnbc.com/2026/08/11/coreweave-crwv-q2-earnings-report-2026.html", "type": "news", "publishedDate": "2026-08-11", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "coreweave-src-sa-guide", "title": "CoreWeave expects $12.4B-$13.2B of 2026 revenue while raising year-end active power target to more than 1.85 GW", "publisher": "Seeking Alpha", "url": "https://seekingalpha.com/news/4631186-coreweave-expects-12_4b-13_2b-of-2026-revenue-while-raising-year-end-active-power-target-to", "type": "news", "publishedDate": "2026-08-11", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "coreweave-src-meta21", "title": "CoreWeave and Meta Announce $21 Billion Expanded AI Infrastructure Agreement", "publisher": "Business Wire (CoreWeave)", "url": "https://www.businesswire.com/news/home/20260409138818/en/CoreWeave-and-Meta-Announce-$21-Billion-Expanded-AI-Infrastructure-Agreement", "type": "company", "publishedDate": "2026-04-09", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "coreweave-src-cnbc-meta", "title": "Meta commits to spending additional $21 billion with CoreWeave", "publisher": "CNBC", "url": "https://www.cnbc.com/2026/04/09/meta-commits-to-spending-additional-21-billion-with-coreweave-.html", "type": "news", "publishedDate": "2026-04-09", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "coreweave-src-oai65", "title": "CoreWeave Expands Agreement with OpenAI by up to $6.5B", "publisher": "CoreWeave Investor Relations", "url": "https://investors.coreweave.com/news/news-details/2025/CoreWeave-Expands-Agreement-with-OpenAI-by-up-to-6-5B/default.aspx", "type": "company", "publishedDate": "2025-09-25", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "coreweave-src-oai119", "title": "OpenAI to pay CoreWeave $11.9 billion over five years", "publisher": "CNBC", "url": "https://www.cnbc.com/2025/03/10/openai-to-pay-coreweave-11point9-billion-over-five-years-for-ai-tech.html", "type": "news", "publishedDate": "2025-03-10", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "coreweave-src-ddtl4", "title": "CoreWeave 8-K Ex.99.1 — $8.5 billion delayed draw term loan (DDTL 4.0)", "publisher": "SEC EDGAR", "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000129/ex991.htm", "type": "filing", "publishedDate": "2026-03-31", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (regulatory_filing)." }, { "id": "coreweave-src-ddtl5", "title": "CoreWeave Closes $3.1 Billion Loan Facility (DDTL 5.0)", "publisher": "CoreWeave Investor Relations", "url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Closes-3-1-Billion-Loan-Facility-Expanding-Access-to-Public-Markets-for-GPU-Backed-Financing/default.aspx", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "coreweave-src-ddtl55", "title": "CoreWeave 8-K Ex.99.1 — $2.6 billion DDTL 5.5 facility", "publisher": "SEC EDGAR", "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000357/ex991pr.htm", "type": "filing", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (regulatory_filing)." }, { "id": "coreweave-src-corz-term", "title": "Core Scientific shareholders reject $9 billion CoreWeave offer, deal terminated", "publisher": "CNBC", "url": "https://www.cnbc.com/2025/10/30/core-scientific-shareholders-reject-9-billion-coreweave-offer-deal-terminated.html", "type": "news", "publishedDate": "2025-10-30", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "coreweave-src-wandb", "title": "CoreWeave public API surface profile (CKS, SUNK, VAST, InfiniBand)", "publisher": "API Evangelist (GitHub)", "url": "https://github.com/api-evangelist/coreweave", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "coreweave-src-gb200", "title": "CoreWeave Becomes First NVIDIA GB200 Exemplar Cloud", "publisher": "CoreWeave", "url": "https://www.coreweave.com/blog/coreweave-sets-new-standard-as-first-nvidia-gb200-exemplar-cloud-improving-upon-nvidias-own-training-performance-targets", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "coreweave-src-sunk", "title": "The Best of Both Worlds: Slurm on Kubernetes (SUNK) — CoreWeave at SLUG'23", "publisher": "SchedMD / CoreWeave", "url": "https://slurm.schedmd.com/SLUG23/CoreWeave-SLUG23.pdf", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "coreweave-src-cmax3", "title": "CoreWeave Becomes the Only Provider to Earn SemiAnalysis' Platinum ClusterMAX Rating Three Consecutive Times", "publisher": "Business Wire (CoreWeave)", "url": "https://www.financialcontent.com/article/bizwire-2026-9-23-coreweave-becomes-the-only-provider-to-earn-semianalysis-platinum-clustermax-rating-three-consecutive-times", "type": "company", "publishedDate": "2026-09-23", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "coreweave-src-dcd-1gw", "title": "CoreWeave surpasses 1GW of data center capacity, pushes more into self builds", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/coreweave-surpasses-1gw-of-data-center-capacity-pushes-more-into-self-builds/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "coreweave-src-revelio", "title": "CoreWeave Number of Employees 2026", "publisher": "Revelio Labs", "url": "https://www.reveliolabs.com/companies/coreweave/employees", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "coreweave-src-mcap-cm", "title": "CoreWeave (CRWV) - Market capitalization", "publisher": "CompaniesMarketCap", "url": "https://companiesmarketcap.com/coreweave/marketcap/", "type": "other", "publishedDate": "2026-09-21", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "coreweave-src-mcap-cap", "title": "CoreWeave Market Cap – September 2026 Update", "publisher": "Capital.com", "url": "https://capital.com/en-int/markets/shares/coreweave-inc-share-price/market-cap", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "coreweave-src-blockspace", "title": "CoreWeave Q2 revenue reaches $2.58 billion as backlog grows to $104 billion", "publisher": "Blockspace", "url": "https://blockspace.media/insight/coreweave-q2-revenue-backlog-grows-2026/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "coreweave-src-tradingkey", "title": "CoreWeave Q2 2026 Earnings: Revenue Doubles as Operating Margin Turns Negative", "publisher": "TradingKey", "url": "https://www.tradingkey.com/news/earnings/262097152-tradingkey", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "coreweave-src-q2-8k", "title": "CoreWeave Reports Strong Second Quarter 2026 Results (8-K Ex.99.1)", "publisher": "SEC EDGAR", "url": "https://www.sec.gov/Archives/edgar/data/1769628/000176962826000362/coreweave2q26earningspress.htm", "type": "filing", "publishedDate": "2026-08-11", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (regulatory_filing)." }, { "id": "coreweave-src-q2-10q", "title": "CoreWeave 10-Q summary: $2.6B Q2 revenue amid heavy debt and data center spend", "publisher": "StockTitan", "url": "https://www.stocktitan.net/sec-filings/CRWV/10-q-core-weave-inc-quarterly-earnings-report-d3b596a1f167.html", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "crusoe-src-contrary", "title": "Report: Crusoe Business Breakdown & Founding Story", "publisher": "Contrary Research", "url": "https://research.contrary.com/company/crusoe", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "crusoe-src-seriesf", "title": "Crusoe Raises $3.9B Series F at a $30.9B Valuation", "publisher": "Crusoe", "url": "https://www.crusoe.ai/resources/newsroom/crusoe-announces-series-f-funding", "type": "company", "publishedDate": "2026-09-17", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "crusoe-src-tc-f", "title": "Crusoe raises $3.9B to build massive data centers and small modular 'AI factories'", "publisher": "TechCrunch", "url": "https://techcrunch.com/2026/09/17/crusoe-raises-3-9b-to-build-massive-data-centers-and-small-modular-ai-factories/", "type": "news", "publishedDate": "2026-09-17", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "crusoe-src-bbg-f", "title": "Crusoe Raises Over $3 Billion in Funding at $30 Billion Valuation", "publisher": "Bloomberg", "url": "https://www.bloomberg.com/news/articles/2026-09-03/crusoe-raises-over-3-billion-in-funding-at-30-billion-valuation", "type": "news", "publishedDate": "2026-09-03", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "crusoe-src-seriese", "title": "Crusoe raises $1.375B at $10B valuation", "publisher": "Crusoe", "url": "https://www.crusoe.ai/resources/newsroom/crusoe-announces-series-e-funding", "type": "company", "publishedDate": "2025-10-23", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "crusoe-src-seriesd", "title": "Crusoe closes $600M Series D at $2.8B valuation", "publisher": "Crusoe", "url": "https://www.crusoe.ai/resources/newsroom/crusoe-closes-series-d-funding", "type": "company", "publishedDate": "2024-12-12", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "crusoe-src-cap5gw", "title": "Crusoe's Contracted AI Infrastructure Capacity Approaches 5 Gigawatts", "publisher": "Crusoe", "url": "https://www.crusoe.ai/resources/newsroom/crusoes-contracted-ai-infrastructure-capacity-approaches-5-gigawatts-across-data-centers-and-cloud", "type": "company", "publishedDate": "2026-06-09", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "crusoe-src-abilene-live", "title": "Crusoe Announces Flagship Abilene Data Center is Live", "publisher": "Crusoe", "url": "https://www.crusoe.ai/resources/newsroom/crusoe-announces-flagship-abilene-data-center-is-live", "type": "company", "publishedDate": "2025-09-30", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "crusoe-src-abilene-msft", "title": "Crusoe builds 900 MW Abilene campus for Microsoft", "publisher": "Crusoe", "url": "https://www.crusoe.ai/resources/newsroom/crusoe-announces-new-900-mw-ai-factory-campus-in-abilene-texas-to-support-microsoft-ai-infrastructure", "type": "company", "publishedDate": "2026-03-27", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "crusoe-src-epoch", "title": "OpenAI Stargate: where the US sites stand", "publisher": "Epoch AI", "url": "https://epoch.ai/publications/openai-stargate-where-the-us-sites-stand", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "crusoe-src-wy", "title": "Crusoe gets go-ahead for 1.8GW data center campus and power plant in Cheyenne, Wyoming", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/crusoe-gets-go-ahead-for-18gw-data-center-campus-and-power-plant-in-cheyenne-wyoming/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "crusoe-src-sacra", "title": "Crusoe revenue, valuation & funding", "publisher": "Sacra", "url": "https://sacra.com/c/crusoe/", "type": "other", "publishedDate": "2026-04-27", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "crusoe-src-platform", "title": "Crusoe Cloud Announces New AI Platform 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"crusoe-src-clustermax2", "title": "ClusterMAX 2.0: The Industry Standard GPU Cloud Rating System", "publisher": "SemiAnalysis", "url": "https://newsletter.semianalysis.com/p/clustermax-20-the-industry-standard", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "cudo-compute-src-tracxn", "title": "Cudo Compute - 2026 Company Profile", "publisher": "Tracxn", "url": "https://tracxn.com/d/companies/cudo-compute/__1cDmUXiQBZBlzDDaVuahy-BMpv9IA8a0HZyQfrrN86U", "type": "other", "publishedDate": "2026-04-30", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "cudo-compute-src-signalbase", "title": "CUDO Ventures Raises $35.0M Series A", "publisher": "Signalbase", "url": "https://www.trysignalbase.com/news/funding/cudo-ventures-raises-350m-series-a-for-ai-infrastructure", "type": "other", "publishedDate": "2026-03-23", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "firmus-src-smartco", "title": "Firmus expands Australian 'AI factory' plan with $73.3 billion from Nvidia, CDC", "publisher": "SmartCompany", "url": "https://www.smartcompany.com.au/startupsmart/firmus-expands-australian-ai-factory-plan-73-3-billion-nvidia-cdc/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "firmus-src-southgate", "title": "Firmus Expands Project Southgate Across Australia", "publisher": "Firmus", "url": "https://firmus.co/newsroom/southgate-expansion", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "firmus-src-debt", "title": "Firmus secures $10bn debt financing facility for Project Southgate", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/firmus-secures-10bn-debt-financing-facility-for-project-southgate-ai-factory-roll-out/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "firmus-src-pitchbook", "title": "Firmus Technologies Company Profile", "publisher": "PitchBook", "url": "https://pitchbook.com/profiles/company/501786-82", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "firmus-src-raise", "title": "Capital Raise to Expand Project Southgate Nationally", "publisher": "Firmus", "url": "https://firmus.co/newsroom/capital-raise-to-expand-project-southgate-nationally", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "firmus-src-cdc", "title": "Driving Australia's AI Future with CDC, Firmus, and NVIDIA", "publisher": "CDC Data Centres", "url": "https://cdc.com/resources/news/driving-australia-s-ai-future-with-cdc-firmus-and-nvidia/", "type": "press-release", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (partner_confirmation)." }, { "id": "fluidstack-src-tracxn", "title": "FluidStack - 2026 Company Profile", "publisher": "Tracxn", "url": "https://tracxn.com/d/companies/fluidstack/__Ji1SZpdm1qvFKvAP2LkNxy7J9gqN2uoHCG0DHWBS600", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "fluidstack-src-seriesa", "title": "Fluidstack raised $830M Series A", "publisher": "Fluidstack", "url": "https://fluidstack.io/press/series-a-announcement", "type": "company", "publishedDate": "2026-07-20", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "fluidstack-src-siliconangle", "title": "AI data center builder Fluidstack raises $830M at $7.5B valuation", "publisher": "SiliconANGLE", "url": "https://siliconangle.com/2026/07/21/ai-data-center-builder-fluidstack-raises-830m-7-5b-valuation/", "type": "news", "publishedDate": "2026-07-21", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "fluidstack-src-caproasia", "title": "Fluidstack Raised $750 Million at $7 Billion Valuation", "publisher": "Caproasia", "url": "https://www.caproasia.com/2026/04/09/uk-data-centre-cloud-provider-fluidstack-raised-750-million-at-7-billion-valuation-founded-in-2017-by-gary-wu-cesar-maklary-jamie-cox/", "type": "other", "publishedDate": "2026-04-09", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "fluidstack-src-tc-talks", "title": "Fluidstack in talks for $1B round at $18B valuation", "publisher": "TechCrunch", "url": "https://techcrunch.com/2026/04/14/ai-datacenter-startup-fluidstack-in-talks-for-1b-round-at-18b-valuation-months-after-hitting-7-5b-says-report/", "type": "news", "publishedDate": "2026-04-14", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "fluidstack-src-forbes", "title": "Fluidstack Hit A $18 Billion Valuation By Helping Build Google and Anthropic's Data Centers", "publisher": "Forbes", "url": "https://www.forbes.com/sites/iainmartin/2026/09/03/a-tiny-startup-helping-google-take-on-nvidia-is-now-worth-18-billion/", "type": "news", "publishedDate": "2026-09-03", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "fluidstack-src-techtimes", "title": "FluidStack Closes $1.5B: Revenue Soars From $1.8M to $660M Projected", "publisher": "Tech Times", "url": "https://www.techtimes.com/articles/326746/20260905/fluidstack-closes-15b-revenue-soars-18m-660m-projected-while-owning-zero-chips.htm", "type": "other", "publishedDate": "2026-09-05", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "fluidstack-src-anthropic50", "title": "Anthropic announces $50 billion data center plan", "publisher": "Yahoo Finance", "url": "https://finance.yahoo.com/news/anthropic-announces-50-billion-data-155247322.html", "type": "news", "publishedDate": "2025-11-12", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "fluidstack-src-france", "title": "Fluidstack to Build 1GW AI Supercomputer in France", "publisher": "Business Wire (Fluidstack)", "url": "https://www.businesswire.com/news/home/20250210579531/en/Fluidstack-to-Build-1GW-AI-Supercomputer-in-France", "type": "company", "publishedDate": "2025-02-10", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "fluidstack-src-wulf-q2", "title": "TeraWulf Q2 2026 earnings release (8-K)", "publisher": "SEC EDGAR", "url": "https://www.sec.gov/Archives/edgar/data/0001083301/000108330126000162/a_wulfearningsreleaseq22026.htm", "type": "press-release", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (partner_confirmation)." }, { "id": "fluidstack-src-cipher", "title": "AWS signs 300MW hosting deal with Cipher Mining (incl. Fluidstack Barber Lake context)", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/aws-signs-300mw-hosting-deal-to-lease-capacity-from-cipher-mining/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "fluidstack-src-cipher-168", "title": "Cipher Mining Signs Hosting Agreement with Fluidstack (Sept 25, 2025)", "publisher": "Cipher Mining", "url": "https://investors.cipherdigital.com/static-files/382f9061-a211-487f-9c57-2131f6c06bd8", "type": "press-release", "publishedDate": "2025-09-25", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (partner_confirmation)." }, { "id": "fluidstack-src-hut8", "title": "Hut 8 Signs 15-Year, 245 MW AI Data Center Lease at River Bend Campus ($7.0B)", "publisher": "PR Newswire (Hut 8)", "url": "https://www.prnewswire.com/news-releases/hut-8-signs-15-year-245-mw-ai-data-center-lease-at-river-bend-campus-with-total-contract-value-of-7-0-billion-302644600.html", "type": "press-release", "publishedDate": "2025-12-17", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (partner_confirmation)." }, { "id": "g42-src-g42", "title": "Global Tech Alliance Launches Stargate UAE", "publisher": "G42", "url": "https://www.g42.ai/resources/news/global-tech-alliance-launches-stargate-uae", "type": "company", "publishedDate": "2025-05-22", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "g42-src-update", "title": "G42 Provides Update on Construction of Stargate UAE", "publisher": "PR Newswire (G42)", "url": "https://www.prnewswire.com/news-releases/g42-provides-update-on-construction-of-stargate-uae-ai-infrastructure-cluster-302586430.html", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "g42-src-openai", "title": "Introducing Stargate UAE", "publisher": "OpenAI", "url": "https://openai.com/index/introducing-stargate-uae/", "type": "press-release", "publishedDate": "2025-05-22", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (partner_confirmation)." }, { "id": "galaxy-digital-src-helios", "title": "Galaxy Completes Phase I of Its Helios Data Center Campus, Delivering 133 MW to CoreWeave", "publisher": "PR Newswire (Galaxy)", "url": "https://www.prnewswire.com/news-releases/galaxy-completes-phase-i-of-its-helios-data-center-campus-delivering-133-megawatts-of-critical-it-load-to-coreweave-302818664.html", "type": "company", "publishedDate": "2026-07-10", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "galaxy-digital-src-fin", "title": "Galaxy Closes $1.4 Billion Project Financing Facility for Helios", "publisher": "PR Newswire (Galaxy)", "url": "https://www.prnewswire.com/news-releases/galaxy-closes-1-4-billion-project-financing-facility-to-accelerate-helios-ai-datacenter-development-302530804.html", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "genesis-cloud-src-site", "title": "Genesis Cloud: Europe's GPU Cloud for Enterprise AI", "publisher": "Genesis Cloud", "url": "https://www.genesiscloud.com/", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "genesis-cloud-src-volta", "title": "Volta Emerges From Stealth (incl. Genesis Cloud technology acquisition)", "publisher": "Business Wire (Volta)", "url": "https://www.businesswire.com/news/home/20260804493428/en/Volta-Emerges-From-Stealth-With-$10-Billion-AI-Lab-Partnership-and-$5-Billion-AI-Infrastructure-Program", "type": "press-release", "publishedDate": "2026-08-04", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (partner_confirmation)." }, { "id": "gmi-cloud-src-pr-tw", "title": "GMI Cloud to Launch Next-Gen AI Factory in Taiwan with NVIDIA", "publisher": "PR Newswire (GMI Cloud)", "url": "https://www.prnewswire.com/news-releases/gmi-cloud-to-launch-next-gen-ai-factory-in-taiwan-with-nvidia-to-power-the-future-of-ai-infrastructure-in-asia-302616532.html", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "gmi-cloud-src-loan", "title": "GMI Cloud Seeks $635 Million GPU-Backed AI Infrastructure Loan", "publisher": "Yahoo Finance / 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"notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "google-cloud-src-capex", "title": "Tech AI spending approaches $700 billion in 2026", "publisher": "CNBC", "url": "https://www.cnbc.com/2026/02/06/google-microsoft-meta-amazon-ai-cash.html", "type": "news", "publishedDate": "2026-02-06", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "google-cloud-src-capex-agg", "title": "Amazon, Microsoft, Alphabet, Meta Plan $725B AI Capex in 2026", "publisher": "AI Weekly", "url": "https://aiweekly.co/alerts/amazon-microsoft-alphabet-meta-plan-725b-ai-capex-in-2026", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "google-cloud-src-pricing", "title": "AWS vs Azure vs GCP: H100 GPU Pricing 2026", "publisher": "Tech Insider", "url": "https://tech-insider.org/aws-vs-azure-vs-google-cloud-gpu-pricing-2026/", 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"hut-8-src-pr", "title": "Hut 8 Signs 15-Year, 245 MW AI Data Center Lease at River Bend Campus ($7.0B)", "publisher": "PR Newswire (Hut 8)", "url": "https://www.prnewswire.com/news-releases/hut-8-signs-15-year-245-mw-ai-data-center-lease-at-river-bend-campus-with-total-contract-value-of-7-0-billion-302644600.html", "type": "company", "publishedDate": "2025-12-17", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "hut-8-src-dcd", "title": "Hut 8 signs 245MW capacity deal with Fluidstack as part of multi-gigawatt partnership with Anthropic", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/hut-8-signs-245mw-capacity-deal-with-fluidstack-as-part-of-multi-gigawatt-partnership-with-anthropic/", "type": "news", "publishedDate": "2025-12-17", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "iren-src-fy26", "title": "IREN 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"id": "iren-src-msft", "title": "IREN Signs $9.7 Billion Agreement with Microsoft", "publisher": "IREN", "url": "https://iren.com/resources/blog/iren-signs97-billion-agreement-with-microsoft-to-deploy-ai-cloud-infrastructure", "type": "company", "publishedDate": "2025-11-03", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "iren-src-h1", "title": "IREN Delivers Horizon 1 to Microsoft and Achieves NVIDIA Exemplar Cloud Status on GB300 NVL72", "publisher": "GlobeNewswire (IREN)", "url": "https://www.globenewswire.com/news-release/2026/08/13/3344413/0/en/iren-delivers-horizon-1-to-microsoft-and-achieves-nvidia-exemplar-cloud-status-on-gb300-nvl72.html", "type": "company", "publishedDate": "2026-08-13", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "iren-src-sweetwater", "title": "IREN Ltd Form 10-K FY2025 (Sweetwater 1/2 description)", "publisher": "SEC EDGAR", "url": "https://www.sec.gov/Archives/edgar/data/1878848/000187884825000063/iren-20250630.htm", "type": "filing", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (regulatory_filing)." }, { "id": "iren-src-blockspace-cmax", "title": "CoreWeave, Nebius take Platinum in SemiAnalysis rankings while IREN rated 'Underperforming'", "publisher": "Blockspace", "url": "https://blockspace.media/insight/clustermax-3-gpu-cloud-rankings-coreweave-nebius/", "type": "news", "publishedDate": "2026-09-23", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "iren-src-mcap-inv", "title": "IREN Ltd Stock Price Today", "publisher": "Investing.com", "url": "https://www.investing.com/equities/iris-energy", "type": "other", "publishedDate": "2026-09-22", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "iren-src-mcap-sa", "title": "IREN 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"https://www.businesswire.com/news/home/20251103728096/en/Lambda-Announces-Multibillion-Dollar-Agreement-With-Microsoft-to-Deploy-AI-Infrastructure-Powered-by-Tens-of-Thousands-of-NVIDIA-GPUs", "type": "company", "publishedDate": "2025-11-03", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "lambda-src-kc", "title": "Lambda to establish AI factory facility in Kansas City", "publisher": "Missouri Department of Economic Development", "url": "https://ded.mo.gov/press-room/lambda-establish-ai-factory-facility-kansas-city", "type": "government", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (government_record)." }, { "id": "lambda-src-dcd-pre-ipo", "title": "Lambda in talks to raise $350m in pre-IPO funding - report", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/lambda-in-talks-to-raise-350m-in-pre-ipo-funding-report/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "lambda-src-oneclick", "title": "1-Click Clusters — Lambda Docs", "publisher": "Lambda", "url": "https://docs.lambda.ai/public-cloud/1-click-clusters/", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "lambda-src-superclusters", "title": "Superclusters | Lambda", "publisher": "Lambda", "url": "https://lambda.ai/superclusters", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "lambda-src-aifactory", "title": "AI infrastructure | Lambda", "publisher": "Lambda", "url": "https://lambda.ai/ai-infrastructure", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "lambda-src-prime", "title": "Lambda to deploy GPU cluster at Prime's LAX01 data center", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/lambda-to-deploy-gpu-cluster-at-primes-lax01-data-center-in-california/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "lambda-src-pricing", "title": "H100 Rental Prices Compared (2026)", "publisher": "IntuitionLabs", "url": "https://intuitionlabs.ai/articles/h100-rental-prices-cloud-comparison", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "lightning-ai-src-bw", "title": "Lightning AI and Voltage Park Complete Merger", "publisher": "Business Wire (Lightning AI)", "url": "https://www.businesswire.com/news/home/20260121371691/en/Lightning-AI-and-Voltage-Park-Complete-Merger-to-Create-the-First-Cloud-Built-for-AI", "type": "company", "publishedDate": "2026-01-21", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "lightning-ai-src-forbes", "title": "AI Startup Merges With A Billionaire-Backed Data Center Operator In $2.5 Billion Deal", "publisher": "Forbes", "url": "https://www.forbes.com/sites/iainmartin/2026/01/21/ai-startup-merges-with-a-billionaire-backed-data-center-operator-in-25-billion-deal/", "type": "news", "publishedDate": "2026-01-21", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "lightning-ai-src-dcd", "title": "GPUaaS provider Voltage Park merges with cloud platform Lightning AI", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/gpuaas-provider-voltage-park-merges-with-cloud-platform-lightning-ai/", "type": "news", "publishedDate": "2026-01-21", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "lightning-ai-src-spheron", "title": "Voltage Park Is Now Lightning AI: GPU Pricing in 2026", "publisher": "Spheron", "url": "https://www.spheron.network/blog/voltage-park-is-now-lightning-ai-gpu-pricing-2026/", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "nebius-src-wiki", "title": "Nebius Group — Wikipedia", "publisher": "Wikipedia", "url": "https://en.wikipedia.org/wiki/Nebius_Group", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "nebius-src-shl", "title": "Nebius Group Letter to shareholders Q2 2026", "publisher": "Nebius Group", "url": "https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf", "type": "company", "publishedDate": "2026-08-12", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nebius-src-yahoo-q2", "title": "Nebius Group NV 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"https://nebius.com/newsroom/nebius-announces-multi-billion-dollar-agreement-with-microsoft-for-ai-infrastructure", "type": "company", "publishedDate": "2025-09-08", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nebius-src-meta", "title": "Nebius Reveals $3B Deal With Meta", "publisher": "AI Business", "url": "https://aibusiness.com/data-centers/nebius-reveals-meta-deal", "type": "news", "publishedDate": "2025-11-11", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "nebius-src-nj", "title": "Nebius accelerates US expansion, adding up to 300 MW capacity at new data center in New Jersey", "publisher": "Nebius", "url": "https://nebius.com/newsroom/nebius-accelerates-us-expansion-adding-up-to-300-mw-capacity-at-new-data-center-in-new-jersey", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nebius-src-x-nov", "title": "Nebius: >2.5 GW contracted power by end of 2026, incl. 800 MW-1 GW connected", "publisher": "Nebius (X)", "url": "https://x.com/nebiusai/status/1988221814607339639", "type": "company", "publishedDate": "2025-11-11", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nebius-src-mvc", "title": "Nebius Group (NBIS): Q2 2026 Earnings Review", "publisher": "MVC Investing (Substack)", "url": "https://mvcinvesting.substack.com/p/nebius-group-nbis-q2-2026-earnings", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (unverified_report)." }, { "id": "nebius-src-finland", "title": "Nebius expands European presence: Estonia and second data center in Mäntsälä", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/nebius-expands-european-presence-announces-deployment-in-estonia-and-second-data-center-in-m%C3%A4nts%C3%A4l%C3%A4-finland/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "nebius-src-yahoo-dc", "title": "Can Nebius' Data Center Expansion Drive Growth Amid Rising Competition?", "publisher": "Yahoo Finance / Zacks", "url": "https://finance.yahoo.com/news/nebius-data-center-expansion-drive-152800799.html", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "nebius-src-kc", "title": "Nebius plans 800MW data center campus in Kansas City, Missouri", "publisher": "BeBeez International", "url": "https://bebeez.eu/2026/01/12/nebius-plans-800mw-data-center-campus-in-kansas-city-missouri/", "type": "news", "publishedDate": "2026-01-12", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "nebius-src-b300", "title": "NVIDIA HGX B300 on Nebius AI Cloud", "publisher": "Nebius", "url": "https://nebius.com/compute/b300", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nebius-src-soperator", "title": "Slurm and Soperator in Nebius AI Cloud", "publisher": "Nebius Docs", "url": "https://docs.nebius.com/slurm-soperator", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nebius-src-cmax3", "title": "Nebius Rated Platinum in SemiAnalysis ClusterMAX 3.0", "publisher": "Nebius", "url": "https://nebius.com/blog/posts/nebius-platinum-clustermax-3-0", "type": "company", "publishedDate": "2026-09-23", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nebius-src-mcap-sa", "title": "Nebius Group (NBIS) Market Cap", "publisher": "StockAnalysis", "url": "https://stockanalysis.com/stocks/nbis/market-cap/", "type": "other", "publishedDate": "2026-09-24", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "nebius-src-mcap-cm", "title": "Nebius Group (NBIS) - Market capitalization", "publisher": "CompaniesMarketCap", "url": "https://companiesmarketcap.com/nebius-group/marketcap/", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "nebius-src-vineland-x", "title": "Vineland Planning Board approves Phase 2 of Nebius-linked data center", "publisher": "Markets Today (X)", "url": "https://x.com/marketsday/status/2089692463229436181", "type": "other", "publishedDate": "2026-08-18", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (unverified_report)." }, { "id": "nebius-src-io-fund", "title": "Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom", "publisher": "I/O Fund", "url": "https://io-fund.com/ai-stocks/nvidia-coreweave-nebius-circular-financing-gpu-boom", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "nebius-src-pp700", "title": "Nebius announces oversubscribed strategic equity financing of USD 700 million", "publisher": "Nebius", "url": "https://nebius.com/newsroom/nebius-announces-oversubscribed-strategic-equity-financing-of-usd-700-million-to-accelerate-roll-out-of-full-stack-ai-infrastructure", "type": "company", "publishedDate": "2024-12-02", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nebius-src-pp700-6k", "title": "Nebius Group 6-K Ex.99.1 — $700M private placement", "publisher": "SEC EDGAR", "url": "https://www.sec.gov/Archives/edgar/data/1513845/000110465924124570/tm2429858d1_ex99-1.htm", "type": "filing", "publishedDate": "2024-12-02", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (regulatory_filing)." }, { "id": "nebius-src-sep25", "title": "Nebius Group 6-K — closing of convertible notes and Class A share offerings", "publisher": "SEC EDGAR", "url": "https://www.sec.gov/Archives/edgar/data/1513845/000141057825002149/tm2525503d8_ex99-2.htm", "type": "filing", "publishedDate": "2025-09-15", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (regulatory_filing)." }, { "id": "nebius-src-nvda2b", "title": "NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud", "publisher": "NVIDIA Newsroom", "url": "https://nvidianews.nvidia.com/news/nvidia-and-nebius-partner-to-scale-full-stack-ai-cloud", "type": "press-release", "publishedDate": "2026-03-11", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (partner_confirmation)." }, { "id": "nebius-src-cnbc-nvda", "title": "Nebius stock pops 16% on Nvidia $2 billion investment announcement", "publisher": "CNBC", "url": "https://www.cnbc.com/2026/03/11/nebius-nvidia-ai-cloud.html", "type": "news", "publishedDate": "2026-03-11", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "nexgen-cloud-src-dcd", "title": "GPU cloud firm NexGen raises $45 million in Series A funding", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/gpu-cloud-firm-nexgen-raises-45-million-in-series-a-funding/", "type": "news", "publishedDate": "2025-04-08", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "nexgen-cloud-src-techeu", "title": "NexGen Cloud secures $45M Series A", "publisher": "Tech.eu", "url": "https://tech.eu/2025/04/08/nexgen-cloud-secures-45m-series-a-to-expand-ai-infrastructure-in-europe/", "type": "news", "publishedDate": "2025-04-08", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "nexgen-cloud-src-supercloud", "title": "NexGen Cloud's $1 Billion AI Supercloud", "publisher": "Hyperstack", "url": "https://www.hyperstack.cloud/blog/company-news/nexgen-clouds-1-billion-ai-supercloud-to-turbocharge-ai-in-europe", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "northern-data-src-dcd", "title": "Rumble Inc. to buy Northern Data", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/rumble-inc-to-buy-northern-data/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "northern-data-src-tfn", "title": "Rumble to buy German cloud computing firm Northern Data for $767M", "publisher": "Tech Funding News", "url": "https://techfundingnews.com/rumble-makes-767m-move-into-cloud-power-with-acquisition-of-germanys-northern-data/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "northern-data-src-close", "title": "Rumble Closes Acquisition of Northern Data", "publisher": "GlobeNewswire via Fidelity", "url": "https://www.fidelity.com/news/article/mergers-and-acquisitions/202606171612PRIMZONEFULLFEED9748816", "type": "company", "publishedDate": "2026-06-17", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nscale-src-wiki", "title": "Nscale — Wikipedia", "publisher": "Wikipedia", "url": "https://en.wikipedia.org/wiki/Nscale", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "nscale-src-s1", "title": "NSCALE Ltd — Form S-1", "publisher": "SEC EDGAR", "url": "https://www.sec.gov/Archives/edgar/data/0002110365/000119312526395475/ck0002110365-20260918.htm", "type": "filing", "publishedDate": "2026-09-18", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (regulatory_filing)." }, { "id": "nscale-src-drs", "title": "NSCALE Ltd — Form DRS/A", "publisher": "SEC EDGAR", "url": "https://www.sec.gov/Archives/edgar/data/0002110365/000119312526345235/filename1.htm", "type": "filing", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (regulatory_filing)." }, { "id": "nscale-src-bbg-s1", "title": "Nvidia-Backed Data Center Firm Nscale Files Publicly for IPO", "publisher": "Bloomberg", "url": "https://www.bloomberg.com/news/articles/2026-09-18/nvidia-backed-data-center-firm-nscale-files-publicly-for-us-ipo", "type": "news", "publishedDate": "2026-09-18", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "nscale-src-pr-ipo", "title": "Nscale Files Registration Statement for Proposed Initial Public Offering", "publisher": "Nscale", "url": "https://www.nscale.com/press-releases/nscale-files-initial-public-offering", "type": "company", "publishedDate": "2026-09-18", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nscale-src-seriesc", "title": "Nscale Raises $2 Billion in Series C", "publisher": "Nscale", "url": "https://www.nscale.com/press-releases/nscale-series-c", "type": "company", "publishedDate": "2026-03-09", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nscale-src-siliconangle-c", "title": "AI cloud startup Nscale raises $2B in funding at $14.6B valuation", "publisher": "SiliconANGLE", "url": "https://siliconangle.com/2026/03/09/ai-cloud-startup-nscale-raises-2b-funding-14-6b-valuation/", "type": "news", "publishedDate": "2026-03-09", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "nscale-src-seriesb", "title": "London-based AI infrastructure startup Nscale secures $1.1B Series B round", "publisher": "Vestbee", "url": "https://www.vestbee.com/insights/articles/nscale-secures-1-1-b", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "nscale-src-safe", "title": "Nscale bags $433m in SAFE round days after historic $1.1bn Series B", "publisher": "Silicon Republic", "url": "https://www.siliconrepublic.com/start-ups/nscale-433m-pre-series-c-safe-1-1bn-series-b-nvidia-dell", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "nscale-src-seriesa", "title": "Nscale $155M Series A: Words from the CEO", "publisher": "Nscale", "url": "https://www.nscale.com/blog/nscale-155m-series-a-words-from-the-ceo", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nscale-src-msft", "title": "Nscale Contracts Approximately 200,000 NVIDIA GB300 GPUs with Microsoft", "publisher": "Nscale", "url": "https://www.nscale.com/press-releases/nscale-microsoft-2025", "type": "company", "publishedDate": "2025-10-15", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nscale-src-norway", "title": "Nscale, Aker and OpenAI to establish Stargate Norway", "publisher": "Nscale", "url": "https://www.nscale.com/press-releases/stargate-norway-nscale-aker-openai", "type": "company", "publishedDate": "2025-07-31", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "nscale-src-dcd-narvik", "title": "Aker Nscale plans another data center in Narvik, Norway", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/aker-nscale-plans-another-data-center-in-narvik-norway/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "nscale-src-sacra", "title": "Nscale valuation, funding & news", "publisher": "Sacra", "url": "https://sacra.com/c/nscale/", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "nscale-src-dealroom", "title": "Nscale eyes September US IPO on $51B AI contract backlog", "publisher": "Dealroom News", "url": "https://dealroom.co/news/143730-nscale-eyes-september-us-ipo-on-51b-ai-contract-backlog/", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "nscale-src-datastorage", "title": "Top 10 Neocloud Providers of 2026, Ranked", "publisher": "DataStorage.com", "url": "https://datastorage.com/articles/top-10-neocloud-providers-of-2026-ranked/", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "nscale-src-x-ceo", "title": "Nscale founder & CEO Josh Payne at Oslo Energy Forum", "publisher": "Nscale (X)", "url": "https://x.com/nscale/status/2021643362852376973", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "oci-src-capex", "title": "Tech AI spending approaches $700 billion in 2026", "publisher": "CNBC", "url": "https://www.cnbc.com/2026/02/06/google-microsoft-meta-amazon-ai-cash.html", "type": "news", "publishedDate": "2026-02-06", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "oci-src-capex-agg", "title": "Amazon, Microsoft, Alphabet, Meta Plan $725B AI Capex in 2026", "publisher": "AI Weekly", "url": "https://aiweekly.co/alerts/amazon-microsoft-alphabet-meta-plan-725b-ai-capex-in-2026", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "oci-src-pricing", "title": "AWS vs Azure vs GCP: H100 GPU Pricing 2026", "publisher": "Tech Insider", "url": "https://tech-insider.org/aws-vs-azure-vs-google-cloud-gpu-pricing-2026/", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "oci-src-cmax2", "title": "ClusterMAX 2.0", "publisher": "SemiAnalysis", "url": "https://newsletter.semianalysis.com/p/clustermax-20-the-industry-standard", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "oci-src-orcl", "title": "Oracle Corp 8-K Ex.99.1 (Q4 FY2026 results)", "publisher": "SEC EDGAR", "url": "https://www.sec.gov/Archives/edgar/data/0001341439/000119312526265848/orcl-ex99_1.htm", "type": "filing", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (regulatory_filing)." }, { "id": "oci-src-z10", "title": "Oracle Unveils OCI Zettascale10", "publisher": "Oracle", "url": "https://www.oracle.com/news/announcement/ai-world-oracle-unveils-next-generation-oci-zettascale10-cluster-for-ai-2025-10-14/", "type": "company", "publishedDate": "2025-10-14", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "ori-src-dcd", "title": "Ori deploys private cloud cluster with 1,024 Nvidia H100s", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/ori-deploys-private-cloud-cluster-with-1024-nvidia-h100s/", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "ori-src-techarena", "title": "Brookfield Bets on Sovereign AI With Radiant and Ori Deal", "publisher": "TechArena", "url": "https://techarena.ai/content/brookfield-bets-on-sovereign-ai-with-radiant-and-ori-deal", "type": "news", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "runpod-src-tc", "title": "AI cloud startup Runpod hits $120M in ARR", "publisher": "TechCrunch", "url": "https://techcrunch.com/2026/01/16/ai-cloud-startup-runpod-hits-120m-in-arr-and-it-started-with-a-reddit-post/", "type": "news", "publishedDate": "2026-01-16", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (financial_journalism)." }, { "id": "runpod-src-pr", "title": "Runpod Raises $100M Led by Summit Partners", "publisher": "PR Newswire (RunPod)", "url": "https://www.prnewswire.com/news-releases/runpod-raises-100m-led-by-summit-partners-to-accelerate-the-ai-developer-cloud-302808689.html", "type": "company", "publishedDate": "2026-06-24", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "runpod-src-vav", "title": "RunPod Raises $100M at $1B Valuation, Rejects $500M Buyout Offers", "publisher": "Value Add VC", "url": "https://valueaddvc.com/pulse/runpod-100m-series-a-1b-valuation-2026", "type": "other", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (secondary_aggregator)." }, { "id": "sharon-ai-src-q2", "title": "Sharon AI Reports Second Quarter 2026 Results", "publisher": "Nasdaq (Sharon AI press release)", "url": "https://www.nasdaq.com/press-release/sharon-ai-reports-second-quarter-2026-results-2026-08-06", "type": "company", "publishedDate": "2026-08-06", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "sharon-ai-src-10q", "title": "SharonAI Holdings Inc. Form 10-Q (Q2 2026)", "publisher": "SEC EDGAR", "url": "https://www.sec.gov/Archives/edgar/data/0002068385/000149315226036377/form10-q.htm", "type": "filing", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (regulatory_filing)." }, { "id": "sharon-ai-src-tcdc", "title": "Sharon AI accelerated receipt from sale of 50% of Texas Critical Data Centers", "publisher": "Sharon AI", "url": "https://sharonai.com/press-releases/sharon-ai-announces-accelerated-receipt-of-remaining-consideration-from-sale-of-50-ownership-in-texas-critical-data-centers-joint-venture/", "type": "company", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "tensorwave-src-bw", "title": "TensorWave Raises $350 Million Series B at $1.55B Valuation", "publisher": "Business Wire (TensorWave)", "url": "https://www.businesswire.com/news/home/20260610650010/en/TensorWave-Raises-$350-Million-Series-B-at-$1.55B-Valuation-to-Expand-Global-AMD-Powered-AI-Infrastructure", "type": "company", "publishedDate": "2026-06-10", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (company_disclosure)." }, { "id": "tensorwave-src-dcd", "title": "AMD-based AI cloud TensorWave secures $350m Series B", "publisher": "DatacenterDynamics", "url": "https://www.datacenterdynamics.com/en/news/amd-based-ai-cloud-tensorwave-secures-350m-series-b-funding/", "type": "news", "publishedDate": "2026-06-10", "collectedDate": "2026-09-25", "notes": "Curated by NeoCloud Observatory research (industry_publication)." }, { "id": "terawulf-src-q2", "title": "TeraWulf Q2 2026 earnings release (8-K)", "publisher": "SEC EDGAR", "url": "https://www.sec.gov/Archives/edgar/data/0001083301/000108330126000162/a_wulfearningsreleaseq22026.htm", "type": "filing", "collectedDate": "2026-09-25", "notes": 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Rising/falling requires a ≥1.5× change and a difference of at least 2.", "computedAt": "2026-11-01T11:55:02.774Z" }, { "id": "rack-power-density", "name": "Rack Power Density", "description": "Evidence of rising per-rack power in AI deployments.", "direction": "rising", "strength": "strong", "confidence": "high", "observationCount": 22, "recentCount": 20, "priorCount": 0, "distinctSources": 5, "windowDays": 90, "evidence": [ { "kind": "news", "id": "ac64a0ebd6ec6a22", "date": "2026-10-30", "title": "DCD Talks: How high-density workloads change power distribution with Megan Josselyn, Starline a brand of Legrand", "url": "https://www.datacenterdynamics.com/en/videos/dcd-talks-how-high-density-workloads-change-power-distribution-with-megan-josselyn-starline-a-brand-of-legrand/", "sourceIds": [ "dcd" ] }, { "kind": "news", "id": "8281e7df230d9ab9", "date": "2026-10-27", "title": "NVIDIA and Oracle Expand NVIDIA Vera Rubin to Multi-Gigawatt Scale and Bring NVIDIA Vera CPU to Oracle Cloud Infrastructure", "url": "https://nvidianews.nvidia.com/news/nvidia-and-oracle-expand-nvidia-vera-rubin-to-multi-gigawatt-scale-and-bring-nvidia-vera-cpu-to-oracle-cloud-infrastructure", "sourceIds": [ "nvidia-newsroom" ] }, { "kind": "news", "id": "0230dfe89678e18f", "date": "2026-10-23", "title": "Sponsored: Why is Kazakhstan building Central Asia’s first Tier IV data center?", "url": "https://www.datacenterdynamics.com/en/product-news/why-is-kazakhstan-building-central-asias-first-tier-iv-data-center/", "sourceIds": [ "dcd" ] }, { "kind": "news", "id": "b5e837726dd70848", "date": "2026-10-22", "title": "Dell unveils Nvidia Vera CPU offerings, launches its first Groq 3 LPU rack-scale inference solution", "url": "https://www.datacenterdynamics.com/en/news/dell-unveils-nvidia-vera-cpu-offerings-launches-its-first-groq-3-lpu-rack-scale-inference-solution/", "sourceIds": [ "dcd" ] }, { "kind": "news", "id": "c2bf43303b7de8bb", "date": "2026-10-22", "title": "Equinix launches liquid cooling centers for AI infrastructure testing", "url": "https://w.media/equinix-launches-liquid-cooling-centers-for-ai-infrastructure-testing/", "sourceIds": [ "w-media" ] }, { "kind": "news", "id": "653d201e89286883", "date": "2026-10-21", "title": "Google Cloud and NVIDIA Announce General Availability of NVIDIA Vera Rubin Infrastructure", "url": "https://blogs.nvidia.com/blog/google-cloud-vera-rubin-infrastructure/", "sourceIds": [ "nvidia-blog" ] }, { "kind": "news", "id": "a3d69cc848396e14", "date": "2026-10-20", "title": "Sponsored: Ablecom releases whitepaper introducing high-efficiency RDHx liquid cooling solution", "url": "https://www.datacenterdynamics.com/en/product-news/ablecom-releases-whitepaper-introducing-high-efficiency-rdhx-liquid-cooling-solution/", "sourceIds": [ "dcd" ] }, { "kind": "news", "id": "8e63be6452dddcc2", "date": "2026-10-16", "title": "Q&A | APAC’s mature hubs are reinventing themselves around AI-ready, high-density capacity: Mikhail Jaura, JLL", "url": "https://w.media/qa-apacs-mature-hubs-are-reinventing-themselves-around-ai-ready-high-density-capacity-mikhail-jaura-jll/", "sourceIds": [ "w-media" ] } ], "explanation": "20 matching item(s) in the last 90 days vs 0 in the previous 90 days, from 5 distinct source(s). Rising/falling requires a ≥1.5× change and a difference of at least 2.", "computedAt": "2026-11-01T11:55:02.774Z" }, { "id": "liquid-cooling-adoption", "name": "Liquid Cooling Adoption", "description": "Deployments and products using direct-to-chip or immersion liquid cooling.", "direction": "rising", "strength": "strong", "confidence": "high", "observationCount": 31, "recentCount": 30, "priorCount": 0, "distinctSources": 5, "windowDays": 90, "evidence": [ { "kind": "news", "id": "ebcfc25a7cb8a110", "date": "2026-10-30", "title": "PowerBank partner signs first lease for US$ 7.16 million modular data center in Ontario", "url": "https://w.media/powerbank-partner-signs-first-lease-for-us-7-16-million-modular-data-center-in-ontario/", "sourceIds": [ "w-media" ] }, { "kind": "news", "id": "2f0ceb75f9c93dee", "date": "2026-10-28", "title": "Building liquid cooling systems that last: the critical role of sustaining engineering", "url": "https://www.datacenterdynamics.com/en/opinions/building-liquid-cooling-systems-that-last-the-critical-role-of-sustaining-engineering/", "sourceIds": [ "dcd" ] }, { "kind": "news", "id": "903effa8891d2772", "date": "2026-10-28", "title": "Where Solid-State Micro-Cooling Fits in Data Centers", "url": "https://www.datacenterknowledge.com/cooling/where-solid-state-micro-cooling-fits-in-data-centers", "sourceIds": [ "datacenter-knowledge" ] }, { "kind": "news", "id": "150e976cdffb8c98", "date": "2026-10-27", "title": "Ferveret's in-rack immersion cooling deployed on HPC infrastructure at MIT", "url": "https://www.datacenterdynamics.com/en/news/ferverets-in-rack-immersion-cooling-deployed-on-hpc-infrastructure-at-mit/", "sourceIds": [ "dcd" ] }, { "kind": "news", "id": "fc3d8109570653be", "date": "2026-10-26", "title": "ZutaCore details new two-phase boiling technology for liquid-cooled data centers", "url": "https://www.datacenterdynamics.com/en/news/zutacore-details-new-two-phase-boiling-technology-for-liquid-cooled-data-centers/", "sourceIds": [ "dcd" ] }, { "kind": "news", "id": "d4a6ec0f83160d10", "date": "2026-10-26", "title": "Cooler Master announces 2.5MW in-row CDU", "url": "https://www.datacenterdynamics.com/en/news/cooler-master-announces-25mw-in-row-cdu/", "sourceIds": [ "dcd" ] }, { "kind": "news", "id": "6b5406d26ae7e6b0", "date": "2026-10-26", "title": "Rethinking coolant selection for modern and future cooling systems", "url": "https://www.datacenterdynamics.com/en/whitepapers/rethinking-coolant-selection-for-modern-and-future-cooling-systems/", "sourceIds": [ "dcd" ] }, { "kind": "news", "id": "85a46f67b3e2e2ad", "date": "2026-10-24", "title": "Sponsored: GF completes LiquidCore portfolio with intelligent Multi Control Valve to maximize direct liquid cooling efficiency", "url": "https://www.datacenterdynamics.com/en/product-news/gf-completes-liquidcore-portfolio-with-intelligent-multi-control-valve-to-maximize-direct-liquid-cooling-efficiency/", "sourceIds": [ "dcd" ] } ], "explanation": "30 matching item(s) in the last 90 days vs 0 in the previous 90 days, from 5 distinct source(s). 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Rising/falling requires a ≥1.5× change and a difference of at least 2.", "computedAt": "2026-11-01T11:55:02.774Z" }, { "id": "grid-capacity-pressure", "name": "Grid Capacity Pressure", "description": "Grid interconnection queues, moratoria, and utility constraints affecting data centres.", "direction": "rising", "strength": "strong", "confidence": "high", "observationCount": 72, "recentCount": 71, "priorCount": 0, "distinctSources": 6, "windowDays": 90, "evidence": [ { "kind": "news", "id": "a0a3c506b7094b14", "date": "2026-11-01", "title": "Beyond the grid: the maintenance challenges putting the data center boom at risk", "url": "https://www.datacenterdynamics.com/en/opinions/beyond-the-grid-the-maintenance-challenges-putting-the-data-center-boom-at-risk/", "sourceIds": [ "dcd" ] }, { "kind": "news", "id": "2dc9961ff0a79a09", "date": "2026-10-31", "title": "Europe’s AI ambitions are hitting a power bottleneck", "url": "https://www.datacenterdynamics.com/en/opinions/europes-ai-ambitions-are-hitting-a-power-bottleneck/", "sourceIds": [ "dcd" ] }, { "kind": "news", "id": "7333a9f32ab41be4", "date": "2026-10-30", "title": "CAISO proposes new rules for large loads seeking California grid connection", "url": "https://www.datacenterdynamics.com/en/news/caiso-proposes-new-rules-for-large-loads-seeking-california-grid-connection/", "sourceIds": [ "dcd" ] }, { "kind": "news", "id": "8f5872e1647c6af0", "date": "2026-10-29", "title": "DCD Studio: Regulating data centers - what can be done? 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