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Serenity

Jul 17 at 05:55 PM

$Meta Platforms(META.US) in talks to lease compute to Anthropic in a $10B dollar deal.

Seems like they saw how profitable

$SpaceX(SPCX.US) $45B compute deal was.

But just goes to validate Neocloud business models like $Nebius(NBIS.US), $IREN(IREN.US), and co if hyperscalers are copying their homework.

Source: NYT

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Meta Platforms

Meta Platforms

USMETA

Nebius

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USNBIS

IREN

IREN

USIREN

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