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10 ARTICLES

last mo.

SB Energy Files for IPO After Granting $5.5 Billion in Warrants to OpenAI

The S‑1 shows large OpenAI warrants, Nvidia equity with residual‑value guarantees, heavy partner financing dependence, concentrated risks for a proposed multi‑gigawatt Ohio campus.

7 ARTICLES

2mo ago

Microsoft Accepts IREN’s First 50MW Horizon, Enabling Billing Under $9.7B Cloud Deal

4 ARTICLES

2mo ago

Applied Digital Hits Record High After Revenue Beat and $11 Billion CoreWeave Expansion

AI Compute

SB Energy Files for IPO After Granting $5.5 Billion in Warrants to OpenAI

Microsoft Accepts IREN’s First 50MW Horizon, Enabling Billing Under $9.7B Cloud Deal

Google Cloud's AI Push Delivers 82% Growth and $514 Billion Backlog

Kalshi Opens Betting Markets for Phase 3 Drug Trials and FDA Decisions

Humain Pledges 50 MW of AI Compute to Cohere for Sovereign Foundation Models

SoftBank Chief Rejects Elon Musk’s Plan for AI Data Centers in Orbit

AI Providers Ration Access as a Compute Crunch Takes Hold

Broadcom Locks In Google TPU Deal Through 2031 and 3.5 GW Anthropic Access

Blue Owl Disputes Report It Couldn't Finance $4 Billion CoreWeave Data Center

Applied Digital Hits Record High After Revenue Beat and $11 Billion CoreWeave Expansion