Anthropic's $10B Compute Bet, Volta's Instant Unicorn Status, and IREN's AI Cloud Pivot
About this episode
Anthropic signs $10B deal with months-old startup Volta, Volta raises $300M at $2.4B valuation backed by Nvidia and a16z, IREN closes $625M Mirantis acquisition to build full-stack AI cloud
Chapters
Sources & Citations
Anthropic Inks Computing Deal With Nvidia-Backed Cloud Startup Volta
www.bloomberg.com
Nvidia, Dell Back AI Cloud Startup Volta at $2.4 Billion Value
finance.yahoo.com
Anthropic inks US$10 billion computing deal with new cloud startup
www.businesstimes.com.sg
Bitdeer Announces $4.7 Billion, 16-Year AI/HPC Data Center Lease for Tydal, Norway Campus
www.manilatimes.net
Nvidia and Dell back AI cloud startup Volta at a $2.4bn valuation
thenextweb.com
KobeissiLetter on X — Volta $300M raise, $2.4B valuation
x.com
IREN Completes Acquisition of Mirantis (GlobeNewswire)
www.globenewswire.com
IREN Announces Acquisition of Mirantis to Strengthen AI Cloud Delivery Capabilities (GlobeNewswire, May 2026)
www.globenewswire.com
Can IREN Build a Full-Stack AI Cloud? The Mirantis Acquisition Makes the Case (Futurum Group)
futurumgroup.com
IREN Acquires Mirantis to Strengthen AI Infrastructure (tFiR)
tfir.io
Loading transcript…