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Vantage Data Centers seeks $2bn in loans from Pimco and PGIM
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Vantage, a major hyperscale data center developer backed by Silver Lake and DigitalBridge, is exploring an IPO as soon as next year that could raise $10B at a $100B valuation.
FICO and Vantage Score are both doing very well. I appreciate the leadership of each company. Likely to have some new news on each soon. Exciting times ahead for the consumer.
In IPO news… Vantage Data Centers is exploring going public at an enormous $100B valuation.
If you’re not familiar, $ORCL is their anchor tenant for Stargate (OpenAI end user), and Vantage develops/operates hyperscaler DCs.
Anthropic IPO is also expected, with investors expecting $2T valuation, eclipsing $SPCX per FT.
Yeah… idk about Anthropic valuations. Jim Cramer defending that valuation is never a good sign.
On a side note, Opus 5 is probably the worst consumer LLM I’ve used to date, it’s like a 5 IQ LLM operating off terrible data retrieval. With a Fable-like God complex on top.
Enterprise is probably having a better time though.
Unitree IPO is also expected this month and priced it at a $9B valuation. Which is a positive tailwind for Unitree for the humanoid sectors.
Not really an AI name but SHEIN is going public as soon as the 19th this month.
Go ask any girl you know and they’re probably familiar with this platform.
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Aston Martin Vantage🍀
