CoreWeave Of Europe
TL;DR: After launching in 2017 as an “Airbnb for bandwidth”, Fluidstack is now building the largest national sovereign AI cluster in Europe for the...
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Taiwan Teck Weekly: Apple Snags Over Half of TSMC's Best Chips; Long-Reasoning AI Will Surge Compute
​Apple secures majority of TSMC's 2nm capacity, NVIDIA sees demand for AI models, Intel's equity deal with US government raises industry implications.
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CoreWeave’s Growth Meets Debt-Heavy Risk
​CoreWeave's revenue surge masks faster asset wear-down; debt and lease obligations weigh down $30 bn market cap; insider selling triggers 35%...
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WhiteFiber, Inc. (WYFI): Hot Money Chases AI Hype in a Rare First-Day Upsized IPO Fizzle
​Whitefiber (WYFI US) IPO opens strong at $25.00, but closes first day at $16.22. Long-term buyers may re-enter once volatility settles.
775 Views
Fal.Ai At $95M/year Growing 4,650% YoY
TL;DR: As generative media took off in 2022-2023, Fal.ai pivoted to an inference-as-a-service API for image, video, and audio models that optimized...
122 Views