2026-03-07
For anyone freaking out: This is not a demand problem. We all knew Oracle and OpenAI had set extremely ambitious targets. What we're seeing now is simply reality catching up.
Bloomberg
Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …
2026-01-17
🚨 JUST IN: ClickHouse has raised $400M at a $15B valuation, up from $6.35B in May 2025. VERY bullish for $NBIS. - ARR now at “several hundred million dollars” - Not yet ready to go public, management wants to improve several things first - Over half of revenue comes from [image]
Bloomberg
ClickHouse, a Snowflake challenger that offers an OLAP database management system, raised $400M led by Dragoneer at a $15B valuation, up from $6.35B in May 2025
2026-01-16
🚨 JUST IN: ClickHouse has raised $400M at a $15B valuation, up from $6.35B in May 2025. VERY bullish for $NBIS. - ARR now at “several hundred million dollars” - Not yet ready to go public, management wants to improve several things first - Over half of revenue comes from [image]
Bloomberg
ClickHouse, a Snowflake challenger that offers an OLAP database management system, raised $400M led by Dragoneer at a $15B valuation, up from $6.35B in May 2025
Dragoneer is leading a $400 million funding round for the startup. — Database technology startup ClickHouse Inc …
2026-01-13
🚨 VERY bullish news for AI infrastructure stocks. Mark Zuckerberg just announced a new top-level initiative called Meta Compute. $META plans to build “tens of GWs this decade, and hundreds of GWs or more over time.” I wouldn't be surprised to see another contract with $NBIS. [image]
Axios
Mark Zuckerberg says Meta is establishing Meta Compute, a top-level initiative to build “tens of gigawatts” of AI infrastructure this decade and hundreds later
initiative is said to consume hundreds of gigawatts over timeJaxon Gaines /Watcher Guru:Meta Stock Dips From $650 After “Meta Compute” RevealSiddharth Jindal /Analytics India Magaz...
🚨 VERY bullish news for AI infrastructure stocks. Mark Zuckerberg just announced a new top-level initiative called Meta Compute. $META plans to build “tens of GWs this decade, and hundreds of GWs or more over time.” I wouldn't be surprised to see another contract with $NBIS. [image]
Bloomberg
Meta confirms it is laying off Reality Labs staff and will “reinvest the savings” in wearables; CTO Andrew Bosworth says 1,000+ staff will be notified Tuesday
Meta Platforms Inc. is beginning to cut more than 1,000 jobs from the company's Reality Labs division …
🚨 VERY bullish news for AI infrastructure stocks. Mark Zuckerberg just announced a new top-level initiative called Meta Compute. $META plans to build “tens of GWs this decade, and hundreds of GWs or more over time.” I wouldn't be surprised to see another contract with $NBIS. [image]
New York Times
Sources: Meta plans to lay off ~10% of its 15,000-employee Reality Labs division, disproportionately affecting those working on VR headsets and Horizon Worlds
The layoffs are set to be announced this week and would affect Meta's work on the metaverse, as the company spends heavily on building artificial intelligence.
2026-01-12
🚨 VERY bullish news for AI infrastructure stocks. Mark Zuckerberg just announced a new top-level initiative called Meta Compute. $META plans to build “tens of GWs this decade, and hundreds of GWs or more over time.” I wouldn't be surprised to see another contract with $NBIS. [image]
Axios
Meta appoints Dina Powell McCormick, a prominent banking executive and former Republican official, as president and vice chair, reporting to Mark Zuckerberg
Dina Powell McCormick, a prominent banking executive and former Republican official, is joining Meta full-time as president and vice chairman …
🚨 VERY bullish news for AI infrastructure stocks. Mark Zuckerberg just announced a new top-level initiative called Meta Compute. $META plans to build “tens of GWs this decade, and hundreds of GWs or more over time.” I wouldn't be surprised to see another contract with $NBIS. [image]
Axios
Mark Zuckerberg says Meta is establishing a new “top-level” initiative called Meta Compute to build “tens of gigawatts” of AI infrastructure during this decade
Sara Fischer /Axios:
2024-11-12
$GRAB's bank deposits tripled YoY, reaching $1B for the first time ever. 👏🏻 My thesis is strongly driven by the growth opportunity in this financial services segment. [image]
Reuters
Grab reports Q3 revenue up 17% YoY to $716M, vs $700.8M est., a $15M profit, vs. a $99M loss in Q3 2024, and raises its fiscal 2024 forecast; GRAB jumps 5%+
Zaheer Kachwala / Reuters :