Nebius vs VAST Data

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.

VAST Data Press Releases

New press releases include: Arkane Cloud selects VAST Data to help French enterprises move AI from experimentation to production (Sep 29, 2026); VAST Data introduces DataEnclave to bring leading AI models and enterprise data together on trusted infrastructure (Sep 22, 2026); VAST Data and CrowdStrike deliver first-of-its-kind cybersecurity across the AI operating system (Sep 1, 2026).

VAST Data Introduces DataEnclave to Bring Leading AI Models and Enterprise Data Together on Trusted Infrastructure

VAST Data introduces DataEnclave, a new product to bring AI models and enterprise data together on trusted infrastructure. Also announced a first-of-its-kind cybersecurity partnership with CrowdStrike across the AI operating system.

Beamr and VAST Data Partner for AI Video Enhancement

Beamr Imaging Ltd., a video optimization technology company, has joined the VAST Cosmos Community as a Technology Partner. The collaboration with VAST Data, the AI Operating System company, aims to deliver new AI-powered video workflows for broadcasters and content owners. The partnership will debut at IBC 2026 in Amsterdam with a demonstration combining the VAST AI Operating System, NVIDIA Video Super Resolution, and Beamr's content-adaptive bitrate technology. This workflow enables broadcasters to upscale, AI-enhance, and modernize their media archives while controlling storage and delivery costs. The pipeline runs on NVIDIA RTX PRO GPUs and can be deployed in the cloud or on-premises. Beamr plans to collaborate with VAST Data on joint go-to-market initiatives.

• Beamr Imaging Ltd. joined the VAST Cosmos Community as a Technology Partner.
• The partnership will debut at IBC 2026, September 11-14, in Amsterdam.
• The demonstration combines VAST AI Operating System, NVIDIA Video Super Resolution, and Beamr's content-adaptive bitrate technology.