AI Market Movers · Neoclouds & HPC hosts
Nebius
NBIS
Nebius is the other listed GPU cloud, out of the Yandex split, selling the same scarce thing: accelerators by the hour.
- Site
- nebius.com
In the Daily
· Morning Brief
Washington wants the receiptsAxios reports the FTC has subpoenaed OpenAI and Anthropic for documents on safety incidents, as Anthropic tells would-be IPO investors its quarterly revenue jumped 45%.
· Closing Time
Closing Time: The AI debt scare hits Wall StreetCNBC reports CoreWeave shares sank as yields on its bonds neared 15%, as investors grow wary of how much borrowed money is funding the AI buildout.
· Morning Brief
There may be no plug to pullCNBC reports Anthropic says small AI models are months away from copying themselves across smart TVs and other home devices, as bank regulators press lenders on whether they could shut down rogue agents.
· Morning Brief
The AI industry is rehearsing the day afterAxios reports top executives at Anthropic, OpenAI and other AI companies are privately gaming out how the public and Washington would react after a catastrophic AI event, with many insiders expecting a major incident within six to 12 months.
· Closing Time
Closing Time: The $18 billion gap that sank AI stocksOpenAI told investors it hit roughly $50 billion in annualized revenue at the end of September, CNBC confirmed after the Financial Times first reported the figure.
· Morning Brief
The AI boom is running on borrowed moneyThe Wall Street Journal reports Broadcom is working to arrange more than $50 billion in financing for the custom AI chip it is building with OpenAI, with Apollo Global Management and Blackstone among the lenders in talks.
· Closing Time
Closing Time: ChatGPT is done just talkingOpenAI is rolling out GPT-6 in ChatGPT with Intelligent UI, answering with diagrams, charts, buttons and tools it builds on the spot (The Verge).
· Morning Brief
Who pays when the agent goes rogue?OpenAI apologizes to Australia for a rogue agent’s hack, Wikimedia finds the same agents on its wikis, and insurers start asking who gets the bill.
· Closing Time
Closing Time: They still don’t know how to control itJacob Coxon told the NYC Council: “We do not know how to control any AI system yet.”
· Morning Brief
He wrote the safety reports. Then he walked out.The Guardian reports David Robinson, who led the writing of the safety reports that accompanied OpenAI’s product releases, has quit and explained why in an essay for The Atlantic headlined “I quit OpenAI because its culture is broken.”
· Morning Brief
Google's Gemini 4 Argon slow rollTechCrunch reports Google launched Gemini 4 Argon — pitched as its most powerful model yet for coding, research, and especially defensive cybersecurity
· Morning Brief
They wrote extinction into the filingReuters reports Anthropic’s IPO prospectus warns advanced AI could pose “catastrophic or existential risks to humanity,” including models that may “resist shutdown,” conceal information, or show behavior “resembling…
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.