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@anissagardizy8
covering AI infrastructure for @WSJ. Signal: 215-896-1307
AI
A journalist says the loss was tied to accounting adjustments and compute spending is set to exceed $600 billion.
Technology
The Wall Street Journal reports about $450 billion in cloud agreements over seven to ten years, most of them noncancelable.
AI
A user cites reported ARR of $65 billion in July 2026 and argues that the company's growth makes a $2 trillion valuation realistic.
AI
The company says the capital will help expand its AI infrastructure, from large-scale campuses to modular Crusoe Spark units, and support further development of Crusoe Cloud.
AI
Journalists report Nvidia may back an OpenAI-linked data center project.
