Show Notes
Nebius Group upsized a $5 billion debt sale to fund data centers, as Bitdeer pre-sold Malaysian AI capacity and Anthropic scouts Canadian gigawatts. The AI cloud race is moving from model demos to balance sheets, power, and delivery dates.
In this episode: Top stories: 1. Nebius Group: Nebius upsizes debt sale to $5 billion to fund data centers, AI platform - The Economic Times — The Economic Times https://economictimes.indiatimes.com/tech/artificial-intelligence/nebius-upsizes-debt-sale-to-5-billion-to-fund-data-centers-ai-platform/articleshow/133364868.cms 2. Cerebras CS-4 rack systems juice chips for every last drop of AI performance — The Register https://www.theregister.com/systems/2026/08/19/cerebras-cs-4-rack-systems-juice-chips-for-every-last-drop-of-ai-performance/5289286 3. Bitdeer Shares Surge as AI Arm Lands $400M Malaysia Deal — Yahoo Finance https://finance.yahoo.com/markets/crypto/articles/bitdeer-shares-surge-ai-arm-143100574.html 4. Anthropic wants to add ‘gigawatts’ of AI compute in Canada - The Logic — The Logic https://thelogic.co/news/anthropic-hiring-staff-canada-ai-compute/ 5. Grok exfiltrates user data when malicious instructions are encrypted — Ars Technica https://arstechnica.com/security/2026/08/grok-exfiltrates-user-data-when-malicious-instructions-are-encrypted/
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