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Nscale Files for NYSE IPO With $103 Billion Contract Backlog Dominated by Microsoft and Anthropic

The S-1 spotlights execution and financing risk tied to the conditional Anthropic campus, Nvidia’s dual supplier‑investor role, and heavy customer concentration.

IREN Closes $3 Billion Convertible Notes to Fuel AI Cloud Expansion

Intel Joins Musk’s Terafab to Build U.S. AI Chip Capacity

Applied Digital Secures $50 Million Bridge Note to Advance AI Data Centers

Foxconn Sets Quarterly Revenue Record on AI Server Boom, Tops Estimates

CoreWeave Lands Up to $14.2 Billion Meta AI Cloud Deal, Shares Jump

Nvidia Deal Gives CoreWeave a $6.3 Billion Utilization Backstop Through 2032

Foxconn’s AI Server Business Overtakes iPhone Assembly in Q2 2025

Super Micro Shares Rally 55% on AI Infrastructure Demand but Profit Margins and Valuation Stay Under Pressure

Dell Raises Profit Guidance as AI Server Orders Surpass $12 Billion