#neocloud
8 stories
CoreWeave bonds plunge, yield hits 15%
CoreWeave bonds plunge as yield hits 15%, warning for AI infrastructure financing.
BigGo Finance · 1m
Penguin Solutions Q4 Revenue Surges
Penguin Solutions reports 68% Q4 revenue jump to $567 million as it raises fiscal 2027 outlook.
Pulse 2.0 · 1m
Seismora's AI control plane for distributed systems
Seismora's network vision routes AI workloads across devices and clouds without building routing logic into each app.
SiliconANGLE · 1m
GPU Rental Rates Surge as Neocloud Stocks React
Nebius lifts 10% after GPU rate hike; IREN up 6% as CoreWeave slips.
Yahoo Finance · 1m
Nscale raises $3.36B ahead of US IPO
British AI neocloud Nscale secures massive convertible financing led by Third Point, with Nvidia contributing $1 billion, ahead of expected NYSE listing.
TechCrunch · 1m
Rothschild Redburn Downgrades AI Stocks
Rothschild Redburn slams AI infrastructure stocks as GPU prices drop.
24/7 Wall St. · 1m
Nscale's risky IPO bet on two giant customers
The AI infrastructure startup going public relies on Microsoft and Anthropic for 85% of its $103 billion contract pipeline, raising questions about concentration risk.
TechCrunch · 1m
IREN buys Mirantis to power NVIDIA AI deals
The $500 million acquisition gives the neocloud provider software to orchestrate massive GPU deployments across its datacenters.
Futuriom · 1m