The Brutalist Report - techmeme
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- Sources: Nscale faces investor pushback on its ~$30B IPO valuation, with some urging a lower valuation of $16B to $19B, as Microsoft exits a UK data center deal (Bailey Lipschultz/Bloomberg) [19d]
- Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases (Phoebe Liu/The Information) [19d]
- Anthropic says it is committing 5% of its shares to a Public Benefit Fund, a wholly owned LLC that can't lobby, plus 2% for every 50% rise in its valuation (Anthropic) [19d]
- Sources: Nvidia asked Samsung, SK Hynix, and Micron to make base dies for its custom NVHBM memory on TSMC's 3nm process; Samsung agreed, its first use of TSMC (Kyu-Seok Shim/Reuters) [19d]
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