Wealth Engine
Neocloud
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Nscale Anthropic Deal: Second $45B Pushes Total Near $90B
The Nscale Anthropic deal could double: a second ~$45B contract for 460 MW in West Virginia is in talks, taking Anthropic’s commitments near $90B.
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Microsoft Nscale Deal: Loughton Exit Tests $103B Backlog
The Microsoft Nscale deal at Loughton is off, The Telegraph reports, as Nscale heads for a NYSE IPO with $103.4B in contracts, 85% from…
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IREN Anthropic Deal: Stock Jumps 9% on Unpriced Contract
The IREN Anthropic deal lifted IREN stock 9% overnight, but the multiyear AI cloud contract has no disclosed price, term or confirmation yet.
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Firmus IPO Pulled: Nvidia-Backed A$44B Float Collapses
The Firmus IPO is off: the Nvidia-backed AI data center builder pulled a float valued near A$44B after investors balked at the price and…
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Lambda Pre-IPO Round: $4B at a $14.5B Valuation
Lambda’s pre-IPO round seeks up to $4B at a $14.5B pre-money valuation, after its backlog jumped from $15B in June to $50B in September…
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Crusoe Series F: $3.9B at $30.9B, a 3.1x Markup in 11 Months
Crusoe Series F raised $3.9 billion at a $30.9 billion valuation, tripling its price in 11 months. Deal terms, backlog math and IPO timing…
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Jane Street AI Compute Deals Top $20 Billion in Five Months
Jane Street AI compute deals now total about $20 billion: $7B with CoreWeave, a reported $13B Crusoe contract, plus a $1.5B Fluidstack round lead.