The brief

Analyst view

• Raised $480M Series D at $2.5B (February 2025), then $1.5B Series E at $5.9B (November 2025) led by TWG Global.
• Serves over 200,000 AI developers with annualized revenue of $760M as of late 2025, growing 79% year-over-year.
• NVIDIA Vera CPU launch partner. Deploying Vera Rubin NVL72 superclusters and Quantum-X800 InfiniBand by H2 2026.

Technical approach

As reported

Superclusters

Single-tenant NVIDIA clusters

Enterprise-grade GPU clusters with single-tenant isolation for teams training large models and building AI infrastructure.

1-Click Clusters

Production-ready distributed workloads

Pre-configured GPU clusters for distributed training and inference, simplifying setup for common deep learning tasks.

Instances

Individual GPU access

On-demand GPU instances for testing, prototyping and small inference workloads, with hourly billing.