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Musk says SpaceX has secured $40 billion in debt financing to buy GPUs, and predicts consolidation among neoclouds

Musk said on X that SpaceX has secured $40 billion in debt financing to purchase GPUs from suppliers such as Nvidia, and that these GPUs will be delivered in the first and second quarters of 2027. He said SpaceX has an investment-grade credit rating and that Starlink and the launch business generate revenue independent of AI data centers, which is why it was able to obtain this funding; over the past few weeks, the debt market has been nearly closed to companies without independent revenue. Musk also predicted that there will be consolidation among more than 200 neoclouds, with only a few able to survive.

One-Year-Old AI Research Lab Flapping Airplanes Raises $1 Billion, Reportedly Valued at $6 Billion

AI research lab Flapping Airplanes announced it has closed a new $1 billion funding round, with Bloomberg reporting a valuation of $6 billion; the company is about a year old and has no commercial product yet. In its first year the company focused mainly on developing new GPU primitives, saying its megakernel framework can complete full training, inference and game running within a single kernel, allowing memory-bound inference and compute-bound training to overlap on the same chip. The Series A round was co-led by Index Ventures and Lux Capital, with Sequoia Capital and GV, which participated in the $180 million seed round in January, continuing to invest, and Nvidia also among the institutional investors.

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WSJ sees Anthropic IPO draft: half-year revenue $16.3 billion, compute commitments about $450 billion

The Anthropic IPO draft seen by WSJ shows half-year revenue of $16.3 billion, a book loss of $80.7 billion, and compute commitments of about $450 billion. The draft discloses fixed payments of $252 billion to three major cloud providers over the next 7 to 10 years, including $111 billion to Google, $110 billion to AWS, and $31 billion to Microsoft, payable whether or not used. There is also over $160 billion in Google chip leasing (via Broadcom) and up to $86 billion in Nvidia GPU rental, plus $150 billion in deals under negotiation.

Daytona raises $60M Series B at a $1B valuation

Daytona, which provides cloud infrastructure for AI agents, has raised a $60 million Series B at a $1 billion valuation, bringing its total funding to $91 million, with FirstMark leading the round. Its platform provides agents with isolated Linux, Windows, and macOS compute environments through a single API, supports pausing, resuming, and continuing exploration of tasks, and its customers include Anthropic, OpenAI, NVIDIA, Cursor, and Cognition. The company says its revenue run rate grew 25x from January to September, and the new funds will be used to expand its agent cloud platform, scale compute capacity, and hire in San Francisco, Croatia, and Singapore.

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Daytona raises a $60 million Series B at a $1 billion valuation

Daytona, which provides cloud sandboxes for AI agents, has raised a $60 million Series B at a $1 billion valuation, led by FirstMark, bringing its total funding to about $91 million. Its customers include Anthropic, OpenAI, Nvidia, Cursor, Cognition, Meta, and Cohere, and CEO Burazin said the company's revenue run rate grew 25-fold between January and September. Daytona says it can provision a new sandbox for an agent within 60 milliseconds by pre-distributing snapshots of configured machines to servers' physical disks.

Anthropic in talks for a second $45 billion compute deal with Nscale, West Virginia reservation doubles to 920 MW

Anthropic is in talks with Nscale for a second $45 billion compute agreement that would double its West Virginia reservation to 920 MW, adding another 460 MW building at the Monarch Compute Campus running Nvidia's Vera Rubin chips; Anthropic also holds a right of first refusal on the campus's expected third building. The first contract was signed in August, a six-year 460 MW lease with delivery starting at the end of 2027, averaging about $7.5 billion a year, or roughly $16.3 million per MW. Nscale's IPO filing lists the agreement with Anthropic at a value of up to about $44.6 billion, and the value of the second deal depends on whether the first Monarch building and its Vera Rubin racks can be powered on schedule by the end of 2027.

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Meta Details Prometheus Supercomputer: Has Trained Muse Models, Plans to Scale to About 1 Million GPUs

Meta's engineering team has published technical details of the Prometheus supercomputer, confirming that the first phase has trained the Muse family of foundation models (including Muse Wonder) and that it plans to scale the system to about 1 million GPUs. The cluster is located in New Albany, Ohio, currently consists of hundreds of thousands of GPUs, and runs as a single machine; Muse Wonder achieved pretraining goodput above 85% and reinforcement learning above 90%. Meta also disclosed two platforms—Catalina based on NVIDIA GB200 NVL72 and Clemente based on GB300 NVL72—as well as the upcoming Vera Rubin NVL72 platform.

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