neocloud
Coverage of neocloud in the Nexus archive.
- Bernstein says Core Scientific’s AMD partnership could generate $14B over 15 years
Bernstein estimates Core Scientific's partnership with AMD could generate $14 billion over 15 years. AMD is backing a neocloud lease and holds warrants for 30 million CORZ shares.
- Nebius stock surges as Nvidia discloses 9.3% stake in neocloud
Nebius stock surged following Nvidia's disclosure of a 9.3% stake in neocloud. Nvidia announced a $2 billion investment into Nebius in March.
- Iren’s stock surges as the neocloud lands $2.8 billion worth of new deals
Iren's stock surged following neocloud's $2.8 billion in new deals. The AI infrastructure provider is addressing concerns about data-center costs by securing new customers and prepayments for chips.
- Orbital datacenter startup CEO admits launch economics don't fly, presses ahead regardless
Orbital, a datacenter startup, plans to launch a 10,000-satellite neocloud but admits current launch economics are unsustainable. The CEO emphasizes reliance on SpaceX's cost reductions and increased launch capacity to make the project viable.