@stackcapital
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$STCK.TO - Our updated portfolio as at June 30, 2026
BVPS - $20.25 💸
Highlights
🔹@databricks signed a financing term sheet at a US$188B valuation—approximately 40% above its previous round.
🔹@CrusoeAI reached 4.9 GW of contracted AI infrastructure capacity, supported by a development pipeline exceeding 40 GW.
🔹 @fluidstack - Stack invested US$12M, with the position subsequently marked up approximately 90%. Fluidstack was selected to support Anthropic’s US$50B American AI infrastructure buildout.
🔹@spacexai completed its record-setting IPO, raising US$75B at an approximately US$1.77T valuation and contributing significantly to Stack’s Book Value growth.
🔹@hopper went live with @RBC, marking a major enterprise milestone for its B2B travel and fintech platform.
🔹 Project Prometheus—Stack invested in the Jeff Bezos-led physical AI company, which raised US$12B at a US$41B valuation.
🔹NCIB - repurchased 26,000 shares at an average price of $18.58
Full Q2 results: stackcapitalgroup.com/aug-5-…
🙌
We’re bringing the magic of Waymo to Toronto! 🇨🇦
In the coming days, you’ll begin seeing Waymo’s all-electric vehicles driving through Toronto’s streets as we lay the groundwork for our ride-hailing service.
Our goal is to begin serving riders in 2028.
Sign up for future updates: waymo.com/waymo-in-canada
Stack Capital (TSX:STCK) retweeted
We are doing some amazing things with this @AirbusHeli ; IMO one of the coolest autonomy applications in the world right now.
whnt.com/news/huntsville/air…
Stack Capital (TSX:STCK) retweeted
Advancing American Quantum Computing
PsiQuantum has received a conditional commitment for a loan of up to $150 million from the U.S. Department of War’s Office of Strategic Capital, which would expand the company’s advanced manufacturing and prototyping capabilities in the United States.
Learn more: psiquantum.com/news-import/p…
Stack Capital (TSX:STCK) retweeted
The @USNavy and Shield AI have committed $400 million to advance X-BAT toward flight testing.
The Navy’s latest $150 million modification supports Defense Exportability Features, building exportability and technology protection into X-BAT early in its development. Shield AI is matching that amount.
Along with a separate $50 million Navy and @DIU_x action announced in August, the two funding actions total $200 million in government support and $200 million in Shield AI investment.
Shield AI and key suppliers now have 500 engineers building the flight-test aircraft. Flight testing begins this year.
Autonomy for the world. The greatest victory requires no war.
Stack Capital (TSX:STCK) retweeted
CoreWeave is partnering with AdaniConneX to establish our first infrastructure presence in India 🇮🇳
We also plan to open a local office and hire professionals from the region's vibrant and growing AI ecosystem. More here: crwv.co/utebi
Stack Capital (TSX:STCK) retweeted
PsiQuantum has been designing and building high-power cryostats in a datacenter form-factor since 2020. Our design leverages the higher operating temperature of photonic qubits to pack hundreds of modules into a single cabinet, advancing beyond the traditional "chandelier."
Our fourth generation cryogenic cabinets bring a more compact, modular design while maintaining the same 60W cooling capacity at 2 K.
Stack Capital (TSX:STCK) retweeted
AI data centers are catalyzing the largest investment we’ve ever seen in energy infrastructure. “Across the meter” energy solutions enable the grid and local rate payers to benefit from those investments with more available energy and ultimately lower cost energy. Everyone wins!
Crusoe was founded on a simple idea: bring compute where energy already exists, not the other way around.
Our "across the meter" model turns stranded wind and solar power into AI compute, and gives back to the grid when it can. 🔗crusoe.ai/resources/blog/co-…
Stack Capital (TSX:STCK) retweeted
CoreWeave’s full-stack platform turns infrastructure into an AI cloud customers can actually use, expand on, and carry into production. Not just bare metal. A full-stack that integrates orchestration, networking, storage, observability, security, and developer tools to deliver the throughput, reliability, and price-performance customers need.
We have some of the best engineers in the world working alongside some of the most innovative customers to unlock the full potential of AI across scientific discovery, manufacturing, and security. That’s what was on full display at our Fully Connected event this week. $CRWV
ICYMI: @nvidia's Ian Buck and @GoldbergChen unveil the NVIDIA Vera CPU live at #FullyConnected26. crwv.co/utdfq
$STCK.TO - 👀 📈
OPENAI ARR NEARS $70B AS ENTERPRISE SALES MORE THAN DOUBLE - AXIOS
OpenAI’s annualized revenue run rate is approaching $70 billion, up more than 70% since the start of Q3, according to Axios.
The biggest acceleration is coming from enterprise.
Its B2B revenue has grown more than 100% since July, as OpenAI closes the gap with Anthropic in enterprise AI adoption.
Consumer growth has also remained strong, with OpenAI adding more revenue in Q3 alone than it added during all of 2025.
Crusoe is excited to announce our partnership with @Google in Armstrong County, TX. Read more details in the press release!
crusoe.ai/resources/newsroom…
Stack Capital (TSX:STCK) retweeted
Shield AI + @KrakenTechGroup: autonomous maritime teaming on British-built USVs
Powered by Hivemind, two Kraken K3 SCOUT USVs searched an area, tracked and escorted a vessel of interest, then replanned the mission as one team. Our AI pilot enables autonomous vessels to share sensor data and adapt on their own, so operators can focus on directing the mission while maintaining decision authority.
Our work with Kraken puts proven mission autonomy on a British-built platform, supporting U.K. sovereign defense capabilities and European security.
Full release below.
Autonomy for the world. The greatest victory requires no war.
Stack Capital (TSX:STCK) retweeted
SpaceX's supercomputing facilities in the Mid-South rank among the world’s most advanced AI training clusters, spanning over 2.5 million feet, millions of GPUs, and over two gigawatts of compute → spacex.com/Mid-South
Stack Capital (TSX:STCK) retweeted
V-BAT put in the flight time at REPMUS 2026, where allied navies test how uncrewed systems work together at sea.
Over two weeks, V-BAT flew maritime surveillance missions sponsored by the Swedish Defence Material Administration and the Swedish Navy. It carried IMSAR’s NSP-3 radar, built to track vessels through cloud, fog, and darkness, and accepted tasking through STANAG 4817, the @NATO standard that lets allied navies command uncrewed systems from different manufacturers.
Another fantastic opportunity to put V-BAT to work alongside international partners!
Autonomy for the world. The greatest victory requires no war.
Today's news: @thinkymachines is now running production workloads on Crusoe Managed Inference.
Another great addition to our fast-growing Managed Inference business.
→ crusoe.ai/resources/newsroom…
Stack Capital (TSX:STCK) retweeted
COREWEAVE TO POWER AI TRAINING ON PRIVATE BIOTECH DATA WITHOUT MOVING THE DATA
$CRWV signed a multi-year deal with Harell Data to run AI training, fine-tuning and inference on Nvidia GPUs inside Harell’s secure platform.
Proprietary scientific datasets stay inside Harell’s environment rather than being handed over to model developers. Models train against the data in place, and only the resulting model leaves the platform.
Harell is also building a marketplace around the system, where data owners earn revenue when their datasets are used for training, while model builders can earn fees when others use the models they create.
The platform is initially focused on proprietary biotech and biology datasets that can be difficult to share because of their value and sensitivity.
Stack Capital (TSX:STCK) retweeted
We’re seeing stronger pricing and margins recently in short-dated (3-6 months) deals we have been signing in Q3 in the ~$40M/MW of annualized revenue. Customers’ willingness to pay reflects the value they see running their workloads on CoreWeave. Excited for the week ahead and to keep building on this momentum. $CRWV
Stack Capital (TSX:STCK) retweeted
We’ve begun construction on the $4 billion first phase of our Cameron County, Texas Data Center Campus, planned to support up to 1.5 GW of capacity. The project is expected to create more than 2,500 construction jobs and several hundred permanent positions.
We’re growing our team and looking for talent across the Valley to help build this best-in-class campus. Learn more: fluidstack.io/community/buil…
Explore open roles at fluidstack.com/jobs
Another strong milestone from @Stackcapital portfolio company @CrusoeAI 🙌
Fresh off raising $3.8 billion in its Series F, Crusoe continues to build momentum as one of the leading players in AI infrastructure. 📈
The company’s latest performance results are another strong validation of its vertically integrated platform and growing role in the global AI buildout.
$STCK #AI #AIInfrastructure #Crusoe $CRWV $NBIS $MSFT $AMD $NVDA $STCK.TO $GOOGL $AMZN $CIFR $IREN $WULF
Crusoe has raised $3.9 billion in Series F, co-led by @Atreidesmgmt, @MubadalaCapital, and @valor Equity Partners.
This capital will help us grow across our AI factories, from large-scale campuses to modular Crusoe Spark units, and continue to innovate with Crusoe Cloud.
The full chain, from electrons to tokens: crusoe.ai/resources/newsroom…