All articles tagged with #neoclouds
Shares of CoreWeave, Nebius, and IREN dropped sharply after CoreWeave’s bond yields spiked to 15%, triggering fears about AI infrastructure debt. While the CEO called the market reaction 'irrational,' retail traders and some analysts remain bullish, viewing the dip as a buying opportunity.
Nvidia's equity investments have surged to $99 billion as of July 26, up from about $7 billion a year earlier, funding frontier AI labs, cloud providers and infrastructure firms like OpenAI, CoreWeave and Nebius to broaden its ecosystem and strengthen its AI leadership. With more than $40 billion invested in 2026, Nvidia is pursuing large deals (including a $12.9 billion Hugging Face purchase) and substantial OpenAI data-center credit, signaling a strategy to diversify its AI business and secure supply while building a CUDA-centered moat.
Josh Payne, a former coal miner, now runs Nscale, a fast-growing AI data-center company that just raised $2 billion at a $14.6 billion valuation with backers including Nvidia and Aker; Sheryl Sandberg joined its board, and Microsoft remains the biggest customer as Nscale expands globally and eyes an IPO, financed by debt and equity to support multi-billion-dollar buildouts, even as investors warn about an AI bubble if demand or contract lengths falter.