Tag
Nscale, a full-stack AI cloud platform, has joined the PyTorch Foundation as a Platinum Member, with Nick Jones joining the Governing Board and Eyal Lantzman joining the Technical Advisory Council, following its planned acquisition of Anyscale, the company behind Ray.
AI cloud provider Modal announced its annualized revenue surpassed $1 billion, a 15x jump in one year, alongside a $750 million Series D round at a $15.75 billion valuation. The company's per-second GPU billing model is enabled by its custom-built file system, containers, and scheduler.
AI cloud provider Lambda is raising up to $4 billion at a $14.5 billion pre-money valuation in what may be its final private round before a planned 2027 IPO, with Coatue and Blackstone leading. Much of Lambda's ballooning backlog appears driven by a $35 billion commitment from Anthropic, raising questions about concentration risk.
Lambda raises $1 billion in debt to purchase Nvidia's AI chips for leasing to Microsoft, reflecting the increasing use of debt financing in AI infrastructure.
A tweet outlining a weekend guide for shorting Nebius (NBIS) by reading hyperscaler AI cloud earnings, and going long Lululemon (LULU) as a hedge.
DigitalOcean introduces prompt caching for LLM inference, automatically caching repeated context like system prompts to reduce input token costs by up to 80% without code changes, with a detailed tutorial on break-even math.
The author speculates on whether cloud GPU providers will become the underlying infrastructure for AI agents, drawing parallels to the telecom industry's evolution and questioning market consolidation.
This post sorts out listed companies mentioned at the NVIDIA GTC conference in areas such as AI computing cloud (e.g., $CRWV, $NBIS, $IREN), AI factory software platform ($IBM), AI data center design and construction ($CDNS, $J), power distribution and liquid cooling temperature control ($VRT, $ETN, $GEV), and AI data center infrastructure ($EQIX, $DLR) as investment references.
NVIDIA announces expansion of its AI Cloud ecosystem with partners across six continents to meet global AI compute demand, supporting training, inference, and agentic AI workloads with full-stack AI infrastructure.
Rork introduces its AI Cloud service, enabling users to build AI applications using over 150 models including GPT and Kling without needing API keys.