Market Pulse
Featured Story

Nebius Flags Revenue Delays, Plans Up to $45 Billion in 2027 Spending
Nebius Group said capacity delays will push some revenue into next year as the AI cloud provider raised its 2026 capital spending forecast and outlined plans to invest as much as $45 billion in 2027.

Alice Huang Helped Secure $7.5B in Nvidia Chips for China, Report Says
Alice Huang helped secure about $7.5 billion in Nvidia chips for China through a network of companies, including shipments of restricted processors, according to The Information.
1d ago
Nscale Reportedly Weighs Delaying IPO Targeting $35 Billion Valuation
Nscale, the British artificial intelligence infrastructure company backed by Nvidia, is reportedly considering postponing its planned New York initial public offering until 2027 following a sell-off in technology stocks,
1d ago
CoreWeave Revenue Surges 168% to $3.66B as Interest Costs Drive $709M Loss
CoreWeave (NASDAQ: CRWV) reported a 168% increase in third-quarter revenue to $3.66 billion, driven by rapidly expanding demand for artificial intelligence computing, but its net loss widened to $709 million as borrowing costs continued to outpace operating profits.
1d ago
Bitdeer Achieves Record $320M Revenue in Q3 as AI Pivot Accelerates
Bitdeer's financial performance in the third quarter of 2026 was marked by a sharp increase in top-line growth, with revenue rising 40% sequentially from the second quarter. The $320.7 million total was supported by a proprietary hashrate that expanded to 86.4 EH/s from 35.0 EH/s in the prior year. However, the company reported a net loss of $125.5 million, widening from a $30.1 million loss in Q3 2025. This bottom-line result was impacted by a $54.6 million non-cash loss stemming from fair value changes in digital asset loans.
2d agoInterview Series
TEM Explainer Series
Most Read
- 1
Nebius Flags Revenue Delays, Plans Up to $45 Billion in 2027 Spending
- 2
Anthropic Targets $68B IPO and Concurrent $26B Private Placement
- 3
Alice Huang Touted Nvidia Chip Access in AI Investment Pitch, FT Says
- 4
CoreWeave Closes $2.6 Billion AI Loan at Wider Spread
- 5
In Virginia’s Data Center Hub, a County Fights to Reclaim Control
Nexus Pillars
Comprehensive Company Coverage
From Vistra and Constellation to CoreWeave and NVIDIA. We track the entire supply chain from fuel to floating-point operations.







