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.
Kepler Computing emerges with a ferroelectric memory breakthrough, Analog Devices buys Alif Semiconductor for $1.35B, and Positron raises $875M Series C.
Sep 10, 2026
Anthropic's compute deals hit $517B in eleven months, OpenAI uses 10K agents on Navier-Stokes, and Fab2 raises $500M.
Sep 9, 2026
Gimlet Labs triples its valuation to $3B, while Wafer, iPronics, Crusoe, Nscale, and MatX round out a busy week for compute financing.
Sep 8, 2026
Nvidia posts the second-largest one-day stock gain in history after blowout earnings, JPMorgan backs a $5B debt package for Volta, and Marvell beats earnings.
Aug 28, 2026
Anthropic locks in a $45B compute deal with Nscale, Nvidia reportedly agrees to buy Hugging Face for $12.9B, and more from Hot Chips.
Aug 27, 2026
