DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Cloud & Hybrid Channel, Morgan Stanley
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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TeraWulf seeks $3.5bn in funding for construction of data center for Anthropic
Debt expected to be led by Morgan Stanley
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Nscale closes $900m revolving credit facility
Provides additional cash for AI data center build-out
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CoreWeave and Google raise $6.7bn in junk bond offering - report
Google raises $5.7bn of total
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DigitalOcean seeks $800m in funding
Upsizes public offering from $700m, expected to close on March 26
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Meta secures $30bn Blue Owl finance package for Louisiana data center - report
Special purpose vehicle set up to fund build-out
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AI cloud Lambda hires investment banks in preparation for IPO - report
Lambda said to be working with Morgan Stanley, J.P. Morgan, and Citi
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CoreWeave closes $2.6bn in secured debt financing facility
Will be used to "accelerate delivery of services for OpenAI" and expand infrastructure footprint
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Meta in talks for $29bn data center financing
Social media firm said to be in talks with Apollo, KKR, Brookfield, Carlyle, and Pimco
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Morgan Stanley: Hyperscaler capex to reach $300bn in 2025
Bank forecasts massive investment for AI and cloud computing
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CoreWeave selects Morgan Stanley, Goldman Sachs, and JP Morgan Chase for IPO
Company plans to go public in 2025
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CoreWeave closes $650m financing deal
Credit facility led by Goldman Sachs, JPMorgan, and Morgan Stanley
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Dojo supercomputer could add $500bn to Telsa’s valuation, claims Morgan Stanley
New cluster could open new addressable markets, says analyst