We are proud to share that Bitdeer AI has been ranked in the Bronze Tier SemiAnalysis GPU Cloud ClusterMAX™ Rating in its April 2026 report, standing out among more than 80 neocloud providers 🎉. SemiAnalysis looks beyond surface-level pricing, evaluating the technical pillars that determine true business value: 🔹 Reliability & Support 🔹 High-Performance Networking & Storage 🔹 Orchestration Excellence 🔹 Total Cost of Ownership (TCO) As AI workloads scale in complexity, raw hardware is only half the story - operational efficiency and architectural integrity are the only way forward. This recognition validates our commitment to building enterprise-grade AI infrastructure ready for the most demanding training and inference workloads. Thank you, @SemiAnalysis_ team, for the deep dive and the recognition. We are already hard at work on our next phase of optimizations, further refining our cloud capabilities and O&M excellence to stay ahead of the curve. 🔗 Read the full SemiAnalysis breakdown: #BitdeerAICloud# #SemiAnalysis# #AIInfrastructure# #GPUCloud# #neocloud# #CloudComputing#

ClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returns In gory detail: reliability, performance, support, pricing —and, of course, security— in our most thorough analysis of GPU cloud providers globally

At the open, $CRWV is down around 7%, with GPU cloud names leading a broader chip selloff. OpenAI, Anthropic and xAI leaders called for slowing frontier development on Saturday. President Trump rejected a slowdown on Sunday, citing the race with China. Trade $CRWV volatility with a Vest Capital funded account and access up to $25k in trading capital.

NVIDIA and LG Group announced plans to build an AI factory to support LG’s robotics, autonomous driving, data center technologies and GPU cloud services. Jensen met with LG Chairman Koo Kwang-mo as the companies expand their AI collaboration. Read more:

50 trending stocks, in 5 words or less: $AAOI 800G transceivers through 2027 $ADEA patent licensing royalty machine $AEHR silicon carbide test monopoly $AEVA 4D FMCW lidar patents $ARBE 4D imaging radar leader $ATOM MST semi enhancement IP $BRUN GPU cloud infrastructure scale $COHR photonics wiring every AI cluster $DERM dermatology specialty pharma $DOCN developer cloud with GPUs $ENVX silicon battery patent fortress $FLNC grid storage contracted backlog $FNGR China mobile data niche $GFS US trailing edge foundry $GNLX oncolytic virus immunotherapy $GSIT APU compute for defense $INDI automotive radar/vision semis $IQE compound semi wafer specialist $JOBY eVTOL certification leader $KDK autonomous trucking Kodiak Driver $KULR thermal management for batteries $LASR defense grade fiber lasers $LCID Saudi backed luxury EV $LPK German precision laser systems $LSCC low power FPGA edge $LUNR only public lunar lander $LWLG electro-optic polymer $MBLY vision and ADAS leader $MRAM non-volatile MRAM niche $MRVL custom AI silicon ASICs $NOK 5G optical patent portfolio $ONDS private wireless drone networks $OPEN iBuyer scale real estate $POET silicon photonics interposer tech $PSNL cancer MRD genomics testing $QUIK embedded FPGA for defense $RR service robotics for hospitality $SABS human antibody therapy platform $SERV sidewalk delivery robot fleet $SLNH behind the meter power $SLS cancer immunotherapy pipeline $SOUN voice AI for enterprise $SYM Walmart warehouse automation $TDIC IP event AI pivot $TGEN distributed natural gas power $VELO aerospace metal 3D printing $VLN in-car connectivity chipset $VPG precision sensors for robotics $VNET China AI data centers $WOLF silicon carbide power restructure Which tickers do you want me to chart? Gonna have to update this daily! 🫡📈

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⚡Funding Brief⚡ According to Bloomberg, Nvidia-backed AI cloud provider Lambda is in talks to raise as much as $3 billion in a round that could value the company at more than $12 billion, potentially paving the way for an IPO as early as next year. The negotiations are ongoing, and the funding amount, valuation, and other terms have not been finalized. Lambda is a "neocloud" provider that rents out Nvidia GPU cloud computing and related infrastructure to enterprises, developers, and AI labs for model training and inference. The company completed a $480 million Series D round in February 2025, led by Andra Capital and SGW, with participation from Nvidia, ARK Invest, and AI researcher Andrej Karpathy, among others. It followed that in November of the same year with a Series E round of more than $1.5 billion, led by TWG Global, with participation from Thomas Tull's US Innovative Technology Fund (USIT). Amid continued momentum in AI infrastructure financing, if Lambda completes this new round at a valuation above $12 billion as reported, it would mark a significant jump from its February 2025 Series D valuation. However, until an official announcement is made, the amount, valuation, and IPO timeline should be treated as unconfirmed market information. Source: Bloomberg, Lambda官方公告 Image: Lambda

Bitcoin miners just found out their power plants are worth more than their mining rigs. Riot Platforms signed a 20-year lease for 191 megawatts of capacity at its Texas site. Value: $9.1 billion. With options, it pushes toward $16.1 billion. The stock jumped 25% after hours on the news. The likely customer, widely reported but not officially confirmed: Anthropic, the company behind Claude. Here's why this is happening everywhere at once. Bitcoin mining margins run 25 to 30%. Hosting AI compute on the same site runs 80 to 90%. Same power. Same land. Same cooling systems. Completely different business. HIVE Digital just did the same thing, smaller scale. A $350 million, five year GPU cloud deal. Over 2,000 Nvidia Blackwell Ultra chips. A hydro-powered site in British Columbia. $70 million in new annual recurring revenue, overnight. The real story isn't miners chasing a trend. It's what AI companies actually can't buy: energised land, grid connections, permits, power at scale. Building that from scratch takes years. Miners already built it. For a different reason entirely. Turns out it's exactly what the AI industry has been starving for. The machines that mined Bitcoin are becoming a footnote. The power underneath them just became the asset.