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Forkast News19d agoneutral
Anthropic’s Ninth Compute Corridor Deepens Nvidia’s Grip as Supplier and Landlord

The infrastructure strategy defining the current AI cycle is no longer about mere capacity acquisition; it is about the deliberate layering of risk across a complex web of intermediaries. While Anthropic and Lambda have yet to officially confirm the details, reports from the Wall Street Journal and subsequent verification by Reuters indicate a $35 billion […]

Forkast News19d agoneutral
Nscale Pre-IPO $3.5B Targets NYSE as Compute Landlord Thesis Reaches Public Markets

With Nscale closing a $3.5 billion pre-IPO round and targeting a New York IPO as early as late September, the compute landlord thesis is entering a phase it has not reached before: public market validation. Infrastructure providers — the landlords of the compute era — are positioning themselves to reach public investors ahead of the […]