Data desk

All data filings

• NSCL
  DataSEP 21, 2026

  Nscale files $30B NYSE IPO with $103.4B backlog, exposing AI compute cost floor

  The UK neocloud's Sept. 18 S-1 details a $44.6B Anthropic contract and $1B Nvidia convertible note, giving small-business AI buyers the clearest read yet on where infrastructure pricing settles.

  BY LINH VINH · Data infrastructure
• NSCL
  DataSEP 21, 2026

  Nscale S-1 discloses $103.4B backlog, locks compute cost floor beneath AI sales tools

  Anthropic and Microsoft take-or-pay contracts totaling $88.4B anchor the input costs behind every AI customer-acquisition tool small-business owners are evaluating.

  BY LINH VINH · Data infrastructure
• WULF
  DataJUL 08, 2026

  TeraWulf lands $19B, 20-year Anthropic lease; WULF jumps past $12B cap

  Claude-maker takes 401 MW at the Hawesville, Kentucky campus; TeraWulf simultaneously exits its Abernathy JV to Fluidstack for about $530M.

  BY LINH VINH · Data infrastructure