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Sunday Insights

Nebius and CoreWeave Tout Short-Term Cloud Deals, While AWS Goes Long

By Catherine Perloff · Aug 16, 2026 8:00am PDT
This week, Nebius and CoreWeave both pitched investors on a new business opportunity—shorter-term contracts. The neoclouds said these deals would allow them to cash in on surging prices for AI compute capacity amid a crunch for GPUs, and investors seemed to agree, with shares in both companies moving sharply higher. While the neoclouds are... This week, Nebius and CoreWeave both pitched investors on a new business...
Vultr CEO J.J. Kardwell. Screenshot via YouTube/Vultr.
Exclusive

AMD-Backed Vultr Seeks $1 Billion for AI Cloud Push

By Miles Kruppa, Anissa Gardizy and Valida Pau · Mar 25, 2026 6:00am PDT
Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in new capital so it can compete with a growing list of startups scrambling for cash to meet the surging demand for AI computing power. The company, which is backed by chipmaker Advanced Micro Devices, was founded in 2014 and didn’t raise any outside... Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in...
Sikander Rashid, Brookfield Asset Management's global head of AI infrastructure. Cyril Marcilhacy/Bloomberg via Getty Images.
Exclusive

Brookfield to Start Cloud Business to Lower Cost of AI

By Miles Kruppa · Dec 31, 2025 6:00am PST
Private-equity firm Brookfield is starting its own cloud business, going up against tech giants like Amazon by arguing it can bring down the costs of developing AI. The firm, which has long invested in infrastructure and energy, is becoming the first major investment firm to try to lease chips inside data centers directly to developers, rather... Private-equity firm Brookfield is starting its own cloud business, going up against tech giants...
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The Briefing

SpaceX’s Musk Lauds Its Soaring Cloud Business and Possible Tesla Merger

By Nick Wingfield · Oct 20, 2026 5:01pm PDT
SpaceX put on a bit of a show for shareholders today—and I’m not referring to the sizzle reel of rocket and space videos it showed on its earnings call. No, the big attention grabber was the update from CEO Elon Musk on the progress of SpaceX’s contemplated merger with Tesla and just how involved—or not involved he is in the whole affair. ... SpaceX put on a bit of a show for shareholders today—and I’m not referring to the sizzle reel of...
Firmus Technologies co-founder, Oliver Curtis. Dominic Lorrimer/Fairfax Media via Getty Images.
Exclusive

Nvidia Moves to Back GPU Cloud Provider Firmus After Investors Balk at Its IPO

By Phoebe Liu · Oct 20, 2026 4:40pm PDT · 1 comment
Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider Firmus, which abruptly pulled its initial public offering early this month, according to people familiar with the talks. The discussion indicates that Nvidia is likely to continue backing a group of unproven firms known as neoclouds that is... Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider...