// OVERVIEW
Redwood City-based data center infrastructure firm that filed confidential IPO paperwork after raising ~$3.8B from SoftBank and OpenAI.
Discussed in
- Anthropic's IPO Can't Wait Forever
- The FTC Is Investigating OpenAI, Anthropic, and Other Leading Labs
- The VCs cashing out on Oura
- Pulled IPOs Signal Wall Street Losing Faith in Data Center Boom
- The True Biggest Risks in the AI Thesis
- OpenAI Dismisses Apple's Trade-Secret Lawsuit as a _Mess of Its Own Making_
- Axios Pro Rata_ Drone dispute
- The Feds and 20+ States Sue Amazon for Manipulating Ad Auctions
- Axios Pro Rata_ Founder flux
// RECENT MENTIONS
// SIGNALS
16 SIGNALS
01
mention·Newcomer Newsletter·OCTOBER 2, 2026
Source→02
mention·StrictlyVC·OCTOBER 1, 2026
“Wall Street's expected fall IPO boom is losing steam as market volatility, rising bond yields, valuation pushback, and AI safety concerns delay offerings”
Source→03
funding·Parsers VC·SEPTEMBER 29, 2026
“Raises $268M from Climate Adaptive”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.