The Compute 100 highlights the companies, both public and private, shaping how tokens are delivered, across ASICs, networking, power, memory, and more.
For the compute-pilled and the compute curious.
FERC fast-tracks AI data center grid connections, SpaceX launches a $20B bond sale, and Architect Labs raises $24M to build custom silicon
Jun 18, 2026
Hyperscaler AI capex is projected to exceed operating cash flow in aggregate by Q3 2026 — the self-funded era of the AI buildout is ending.
Jun 17, 2026
Nvidia's $25B bond — first since 2021, $85B in orders; HydraHost raises $100M Series A; Google expands data center footprint to Alabama
Jun 16, 2026
SpaceX's $75B IPO forming the fourth hyperscaler; Google using old phones to aggregate compute.
Jun 15, 2026
SpaceX's $1.77T IPO prices on Nasdaq, bundling xAI's Colossus cluster and a $40B Anthropic contract into the largest offering in market history.
Jun 12, 2026
