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11 posts

25 October 2

  1. Nscale Anthropic Deal Advances on Second $45 Billion Compute Agreement in West Virginia

    Nscale and Anthropic are in advanced talks for a second $45 billion AI compute agreement covering another 460 MW at the Monarch Compute Campus in West Virginia.

    3 min
  2. Palantir AIP Drives Expected Q3 2026 Revenue Growth as Enterprise AI Adoption Accelerates

    Palantir guided for $2.160–2.164 billion revenue in Q3 2026, supported by AIP platform momentum in commercial segments and sovereign AI deployments.

    2 min

21 October 1

  1. Nscale Anthropic Deal Advances on Second $45 Billion AI Compute Agreement

    Nscale and Anthropic are in advanced talks for a second $45 billion AI compute agreement covering another building at the Monarch campus in West Virginia.

    4 min

31 October 1

  1. Nvidia Nscale Guarantee Talks Target Billions in Debt for Anthropic Data Center

    Nvidia is in discussions to backstop billions in construction debt for Nscale’s planned 460 MW facility that will serve Anthropic under a $45 billion compute contract.

    3 min

30 October 1

  1. General Compute Series A Funding Hits $100 Million at $800 Million Valuation

    General Compute closed a $100 million Series A on October 27, 2026, reaching an $800 million valuation. The round supports deployment of heterogeneous inference hardware starting in Q1 2027.

    3 min

28 October 1

  1. Anthropic IPO Filing Reveals $417 Billion Compute Commitments for Nasdaq ANT Listing

    Anthropic filed its S-1 on October 26, 2026, for a Nasdaq listing under ticker ANT, disclosing $417 billion in future compute obligations and rapid revenue growth.

    3 min

26 October 1

  1. US Treasury Outbound Investment AI Proposal Expands COINS Act Curbs on China

    The U.S. Treasury issued a Notice of Proposed Rulemaking on October 22, 2026 to broaden restrictions on American investments in AI, supercomputing and related technologies in China.

    3 min

23 October 2

  1. LSEG Octus Acquisition Expands Credit Intelligence Data Capabilities with $3.54 Billion Deal

    London Stock Exchange Group agrees to purchase Octus for $3.535 billion to strengthen its position in public and private credit intelligence.

    3 min
  2. Standard Chartered Zodia Custody Acquisition Moves Forward with Signed Agreements

    On 21 October 2026 Standard Chartered signed definitive agreements to acquire Zodia Custody, integrating its regulated operations into the bank’s Securities Services division.

    3 min

22 October 1

  1. Sea Cloud AI Enterprise Platform Debuts as Sea Ltd Weighs Monee Fintech IPO

    Sea Ltd announced the launch of its Sea Cloud AI platform and flagged a potential Monee listing in a CEO memo filed October 20, 2026.

    3 min

20 October 1

  1. Nscale Anthropic Deal Advances With $45 Billion Agreement for 460 MW West Virginia Campus

    Nscale and Anthropic have advanced a $45 billion agreement for dedicated AI cloud capacity at a 460 MW campus in Mason County, West Virginia, with capacity slated to begin in late 2027.

    3 min