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What they do
Investment Thesis
What they do
Rapidly expanding, best-in-class global AI hyper-scaler specializing in accelerated compute solutions
- Recently filed an S-1, beginning its IPO process
Investment Thesis
One of the world's leading AI infrastructure providers
- 38 data centers located across the United States, Europe, and Canada (planned by the end of 2025)
- ~1.3 GW of existing power capacity
- Impressive revenue growth:
- 2022: ~$16 million
- 2023: ~$229 million
- 2024: ~$1.9 BILLION
- 2025: projected $8+ BILLION
Customers include some of the world's top AI labs, platforms, and enterprises - such as:
- Microsoft
- Nvidia
- Meta
- Cohere