facy got $1m from tim draper and $500k from qualcomm at $40m fdv. draper backed tesla at $60m, baidu at $80m, skype at $100m. qualcomm selected 15 ai teams from thousands for their incubation program. singapore government wrote them a grant check. google cloud published their case study. this is venture capital due diligence at shitter valuations ...

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eigenlayer burns eigen on every agent transaction through google cloud's ap2. agent volume running $15b annually, heading to $200b+ by 2026. each transaction consumes eigencloud resources creating organic burns. token at $623m market cap securing $27.8b eth. infrastructure consumption at scale beats governance theater every time ...

Group 1 - Qualcomm has had a lackluster year but is currently making a positive move, particularly after expanding its relationship with Google Cloud to enhance in-car experiences through agentic AI [1] - Qualcomm shares rose 0.7% to close at $165.26 [5] Group 2 - Vertiv Holdings announced the acquisition of Waylay NV, a leader in hyperautomation and generative AI software platforms, which may enhance its market position [2] - Vertiv shares gained 0.1% to close at $136.83 [5] Group 3 - Northern Trust Corporation is expected to break out to the upside following the announcement of Jessica Donohue joining as head of Product Management for Asset Servicing [3] - Northern Trust shares gained 0.2% to close at $129.46 [5] Group 4 - iShares China Large-Cap ETF is expected to benefit from anticipated stimulus in China, with shares gaining 1.4% [2][5]

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Core Points - CoreWeave's revenue surged by 207% in Q2 2025, reaching $1.2 billion, with a backlog of $30.1 billion, an increase of nearly $14 billion year-over-year [1][8] - The company has secured significant contracts from major clients like OpenAI and Google Cloud, contributing to its robust demand for AI infrastructure [2][8] - CoreWeave's stock rose over 7% following the Nebius-Microsoft deal, highlighting its competitive position in the AI cloud infrastructure market [3][6] Financial Performance - CoreWeave's revenue backlog has doubled in the first half of 2025, indicating strong growth potential [1] - The company has contracts totaling $15.9 billion from OpenAI this year, further enhancing its revenue outlook [8] - CoreWeave's active power capacity was 470 megawatts (MW) at the end of the previous quarter, with plans to increase to 900 MW by year-end [11] Market Position - CoreWeave operates 33 AI data centers across North America and Europe, with a contracted capacity of 2.2 gigawatts (GW), significantly higher than competitors like Nebius [11][13] - The total addressable market for AI infrastructure is projected to reach $400 billion by 2028, positioning CoreWeave for sustained growth [10][7] - CoreWeave's valuation is attractive, trading at less than 14 times sales compared to Nebius' price-to-sales ratio of 91 [14] Growth Potential - Consensus estimates suggest that CoreWeave's revenue could more than triple in two years, driven by its substantial backlog and market demand [14] - If CoreWeave achieves $17 billion in revenue in three years, its market cap could increase to $85 billion, representing a potential 73% gain from current levels [15]

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Core Viewpoint - Oracle's stock has surged 94% since the start of 2025, driven by optimistic forecasts for its cloud infrastructure business despite first-quarter results falling short of expectations [3][5]. Financial Performance - First quarter 2026 revenue was $14.9 billion, which was $100 million below analyst expectations [7]. - Adjusted earnings per share for Q1 2026 were $1.47, a penny below consensus [7]. - Remaining performance obligations (RPO) reached $455 billion, up 359% [7]. - The FY 2026 cloud infrastructure revenue forecast is $18 billion, reflecting a 77% increase [7]. - Capital expenditures for FY 2026 are projected at $35 billion, a 40% increase from previous forecasts [7]. Growth Forecast - Oracle anticipates cloud infrastructure revenue to grow to $32 billion in FY 2027, $73 billion in FY 2028, $114 billion in FY 2029, and $144 billion in FY 2030, averaging a 68% annual growth rate [8]. - The company signed four multibillion-dollar contracts in Q1, indicating strong demand and a growing backlog [9][10]. AI Market Position - Oracle is targeting AI markets related to training large language models and inference, with significant contracts signed with major AI players [11][10]. - The company’s databases provide a unique advantage for AI inference, allowing businesses to query private data effectively [12]. - Oracle is also developing AI agents to assist users in achieving specific goals, enhancing its service offerings [13]. Competitive Landscape - Oracle differentiates itself from competitors by focusing on unique technology and networking rather than owning physical data centers [14]. - Analysts express caution regarding Oracle's growth, noting that much of the business may come from competitors offloading capacity rather than organic growth [21]. Analyst Sentiment - Analysts are generally optimistic about Oracle's prospects, with a price target of $263.93 indicating the stock is overvalued by more than 21% [22]. - Positive remarks from analysts highlight Oracle's positioning in the AI race and the impressive RPO figures [23].

Core Insights - Nvidia Corp is renting its own chips for $1.5 billion from Lambda, a cloud startup it partly owns, mirroring a previous arrangement with CoreWeave before its IPO [1] - This strategy allows Nvidia to monetize its chips twice: first through sales and then through equity in startups, while also supporting its AI research [2] Business Strategy - By investing in startups like Lambda and CoreWeave, Nvidia is diversifying its customer base and creating future demand pipelines, which provides leverage against major competitors like Amazon Web Services and Google Cloud [3][4] - These startups serve as both customers and partners, helping Nvidia maintain its dominance in the rapidly growing AI chip market [4] Financial Transparency - The rental arrangement raises questions about the transparency of Nvidia's revenue, as it boosts the revenue of startups ahead of their IPOs [5] - Investors are uncertain whether the rental costs impact Nvidia's reported revenue, leading to concerns about the clarity of its financial strategies [6]