Jonkoo Capital

@jonkootrades

Asymmetrical Market Analyst — AI Engineer Macro / Technical Research on high beta names. Partnered with @liquidtrading - https://liquid.trade/r/JONKOO

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Technology

Nscale reportedly in talks for second Anthropic deal worth about $45 billion

Reuters, citing Bloomberg, says the proposed deal would deliver 460 megawatts of computing power at Nscale's West Virginia campus.

16 Sources, 1d ago, updated 1d ago

Anthropic, Nscale in talks for new $45 billion AI cloud computing deal, Bloomberg News reports

Technology

AI data center financing shows strain as CoreWeave bonds reportedly traded at distressed levels

A post says Microsoft pulled out of a UK Nscale supercomputer deal; the site had reportedly faced power-grid delays.

13 Sources, 2d ago, updated 2d ago

Private credit roundup: CoreWeave's debt stress tests private credit's AI financing boom

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Nscale reportedly in talks for second Anthropic deal worth about $45 billion

AI data center financing shows strain as CoreWeave bonds reportedly traded at distressed levels

Featured in

Nscale reportedly in talks for second Anthropic deal worth about $45 billion

AI data center financing shows strain as CoreWeave bonds reportedly traded at distressed levels