InfoWorld’s David Linthicum argues that neocloud providers are the fastest-growing cloud category on record but are failing to explain themselves to enterprise architects. We check the Synergy and ABI Research numbers behind the claim, read CoreWeave’s latest quarter for evidence of enterprise demand, map where GPU clouds fit beside hyperscalers and MSPs, and give buyers a risk register and an evaluation checklist.
Nscale Limited filed its Form S-1 on 18 September 2026, seeking a New York listing under the ticker NSCL. Microsoft and Anthropic together account for $88.4 billion of its $103.4 billion contracted book — 85.5% on the company’s own figures — and only $2.6 billion of that total is actually active. The prospectus also discloses that no binding financing commitments exist for the Anthropic deployment, and carries going-concern language resolved by a plan to build less. This article works through the filing, the arithmetic, the peer comparison and what an amended filing still has to add.
Reuters reported on 11 September 2026 that Nvidia is in talks to anchor Anthropic’s IPO with up to $10 billion, reviving the charge that Nvidia funds the customers that buy its chips. We traced the Anthropic loop leg by leg, read Nvidia’s July 2026 10-Q for its equity stakes, $65 billion of cloud agreements and $105 billion of guarantees, checked CoreWeave’s $6.3 billion capacity backstop and the $500 billion financing platforms, and compared it all with the vendor lending that sank Lucent and Nortel.
Situational Awareness was the best-performing large fund in the world in June 2026, up 439% net, and by the end of July it had been forced to sell its entire public equity book to Citadel in a single pre-market block. The Securities and Exchange Commission has now subpoenaed Goldman Sachs, JPMorgan Chase, Citigroup and Bank of America for records of the fund’s trades, its borrowing and its conversations with lenders. This breakdown walks through what the regulator has asked for, how four times leverage turned a sector correction into a forced liquidation, what the fund actually owned, why Citadel bought the book at a reported ten per cent discount, why the headline figures in different outlets do not match, and what a business buying AI compute should take from the whole episode.
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