DATA CENTER SECTOR: From the Tip of the Spear to Canary in the Coal Mine
The sudden plunge in demand for an Nvidia-backed data center company’s initial public offering is revealing fresh cracks in the AI funding boom....
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Primer: Whitefiber (WYFI US) - Aug 2026
Whitefiber is a pure-play investment in the high-growth artificial intelligence (AI) infrastructure sector, providing specialized...
88 Views
CoreWeave Inc (CRWV): Six Month Summary: AI Hyperscaler that Re-Priced the IPO Playbook
​CoreWeave's IPO initially priced below expectations but saw significant gains in the following weeks, becoming one of the top performing 2025 IPOs.
831 Views
Fermi Inc. (FRMI): Pre-Revenue Data Center REIT Sets Terms Seeking $13.2b Valuation
​Fermi, co-founded by Rick Perry, sets terms for IPO with 25 million shares priced at $18-$22, debuting on 10/1. Underwriters reserve 5% for...
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Fermi Inc. (FRMI): Peeking at the IPO Prospectus of a Hyperscaler Development Company
​New company aims to provide 11 GW of on-demand power to compute-intensive businesses, with 1 GW projected by 2026. The IPO is anticipated in October.
820 Views