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Live · The Signal · W37
Monday, September 14, 2026
AI Lately

AI is about people, and what they have been up to lately.

Person

Nitin Agrawal

Mentioned in 1 piece; the desk has recorded zero standalone moves so far.

Public record only: name, role, employer, source, and date.

In the archive

  • Compute & Silicon

    The Neocloud Class

    CoreWeave turned a March 2025 IPO into a near-$100 billion contract backlog inside a year, and Nebius and Nscale chased the same playbook, proving Nvidia-backed clouds built an asset class hyperscalers now compete against directly.