LATEST REPORTS
Public Company Reports
LATEST 4
Nebius (NASDAQ: NBIS): Building AI’s Next Hyperscaler
Nebius · NBISRead report →
Applied Digital (NASDAQ: APLD): $36 Billion in Contracts to Power the AI Boom
Applied Digital · APLDRead report →
Quantum (NASDAQ: QMCO): Rebuilding the Data Infrastructure Company for the AI Era
Quantum · QMCORead report →The CEO Signal
IN THEIR OWN WORDS“Compute and cloud needs are vastly exceeding capacity as more industries embrace AI and companies move beyond experimentation to real-world applications.”
NebiusArkady Volozh · Founder & CEO
“We are still in the early innings of what we believe will likely be the largest buildout of critical infrastructure in modern economic history.”
Applied DigitalWes Cummins · Chairman & CEO
News Signals
All news →Applied Digital: Access to up to 1 GW of potential Finland power capacity
Why it matters First international development opportunity.
Read the signal →Applied Digital: Another 75 MW brought Polaris Forge 1 to 250 MW live
Why it matters Building 2’s full 150 MW became operational.
Read the signal →Nebius: Inferize acquisition strengthens production inference
Why it matters Could improve Token Factory efficiency and customer economics. The acquisition’s revenue contribution and purchase economics are not disclosed in the announcement.
Read the signal →Nebius: Palantir partnership opens an enterprise channel
Why it matters Connects the cloud to enterprise customers seeking control of data and models. Distribution potential is meaningful; contracted revenue is not quantified.
Read the signal →Nebius: Convertible financing closes at $5.75 billion
Why it matters Substantial funding for expansion, accompanied by debt obligations and potential dilution. This is the completed transaction introduced and priced on August 19.
Read the signal →Applied Digital: Fiscal 2026 results released
Why it matters Financial evidence became available to assess the buildout.
Read the signal →CEO Interviews
COMING SOONThe leaders behind the companies.
Conversations about vision, strategy and what comes next.