Nebius vs Together AI

Rising Interest Rates Hit AI Data Center Builders

Rising interest rates are putting pressure on AI data center builders, particularly neoclouds like CoreWeave, Nebius, Nscale, and Firmus. CoreWeave's bonds are trading at a 15% yield, and its stock has fallen 30% but remains 60% above IPO price. Firmus pulled its IPO after investors balked at a $30 billion valuation. Nscale's IPO is shaky amid doubts about its $35 billion valuation. Anthropic's revenue growth is slowing, with Q3 revenue near $17 billion, up 46% quarter-over-quarter but below previous 100% growth. Investors now discuss a $1.5 trillion valuation for Anthropic, below the $2 trillion target. The article also covers a lawsuit by Valar Atomics founder against investor Day One Ventures over pro-rata rights, and Ramp data showing AI token spending flattening.

• CoreWeave's bonds trade at a 15% yield, stock down 30% but 60% above IPO price.
• Firmus Grid pulled its IPO after investors rejected a $30 billion valuation.
• Anthropic reported Q3 revenue near $17 billion, up 46% quarter-over-quarter.

AI Neocloud Stocks Like CoreWeave and Nebius Sell Off

AI neocloud companies such as CoreWeave and Nebius are experiencing a significant sell-off in the stock market. These companies, which provide cloud computing services specialized for AI workloads, share a similar business model and often serve the same major customers. The article likely discusses factors such as market saturation, dependency on a few large clients, and broader tech sector volatility. The sell-off reflects investor concerns about the sustainability of the AI infrastructure boom, potential overcapacity, and the concentration of revenue among a handful of tech giants.

• AI neocloud stocks like CoreWeave and Nebius are experiencing a sell-off.
• Neoclouds share the same business model and many of the same customers.
• The sell-off was reported on October 15, 2026, by CNBC.

Nebius Signs Deals with UK AI Labs

European AI infrastructure company Nebius announced it has secured compute and infrastructure agreements with several early-stage UK AI labs, as part of its expansion in the UK. The company, which operates GPU-packed data centers, earlier announced a £1.7bn UK build-out and expansion of its London hub. Nebius's EMEA general manager Gary Tierney highlighted the UK's talent density and the potential impact of the government's planned easing of non-compete clauses, which he believes will foster more AI startups. Specific lab names were not disclosed.

• Nebius has struck compute and infrastructure deals with several early-stage UK AI labs.
• Nebius announced a £1.7bn UK build-out and expansion of its London hub earlier this year.
• Nebius has data centres in the UK, Finland, and France.

Introducing Together Link: Run open models inside the harness you already use

Together AI announces Together Link, a new product that allows running open models within existing harnesses, alongside new research blog posts on ThunderKittens for NVIDIA Vera Rubin NVL72, ThunderAgent, and ICML 2026 participation.

Open or Closed AI: Founders' Choices at TechCrunch Disrupt 2026

The article previews upcoming discussions at TechCrunch Disrupt 2026 (Oct 13-15, San Francisco) on AI model strategy. It highlights how startups increasingly use multiple models—open and proprietary—for different tasks, weighing cost, performance, and flexibility. Sessions feature leaders from Together AI, Pathway, Oumi, Nvidia, and Ricursive Intelligence. Topics include whether to build, customize, or rent AI models, optimizing AI hardware (chip design), and trade-offs between frontier APIs (like OpenAI, Google) and open-weight models. The article emphasizes that model choice shapes product differentiation, infrastructure needs, and long-term business viability. It's a conference promotion with substantive insights on AI architecture decisions.

• TechCrunch Disrupt 2026 takes place Oct 13-15 at Moscone West, San Francisco.
• The conference features 200+ sessions, 250+ speakers, and 300+ exhibiting startups.
• Sessions cover multi-model strategies, custom model development, and AI-designed hardware.

Together AI Product Team Shares AI-Native Workflow Stack

Together AI's product team, including CPO Charles Zedlewski and PMs Necoline Hubner and Pavneet Ahluwalia, outlined their AI-native product development stack in a podcast. The stack comprises four components: a shared context repository accessible by any AI harness, skills for feature research and PRD writing, an orchestrator for leadership, and agent evals. The team emphasizes collective productivity over individual gains, using multiple models like GLM and Kimi instead of relying solely on Anthropic. They validate products through agent-based tests, checking if AI agents can complete tasks using their documentation and API. The article also highlights Together AI's $8.3 billion valuation from its Series C round.

• Together AI is valued at $8.3 billion.
• Together AI's product team uses a four-component AI-native stack: shared context repo, skills, orchestrator, and agent evals.
• The team uses multiple AI models (e.g., GLM, Kimi) rather than only Anthropic's models.