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Margin

Sectors · Sector

Cloud compute

0 breakdowns and 2 tracked deals in this sector, compiled from public reporting.

2
Deals tracked
$300B
Disclosed value
0
Sponsors
0
Exits / failures

Disclosed value counts only deals where a figure was made public. Most private equity transactions never are, so treat this as a floor, not a total.

The breakdowns

No breakdown is filed under this sector yet — these deals came up in other episodes.

The deals

  1. date t.b.c.$300B

    OpenAI

    Compute supply contract

    AgreedVantage Markets — Nvidia's $105B OpenAI Bet: AI Financing Bubble Explained
  2. date t.b.c.

    CoreWeave

    Direct investment

    Still heldVantage Markets — Nvidia's $105B OpenAI Bet: AI Financing Bubble Explained
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Compiled from public reporting. Not investment advice.