mapping the chain…
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Nasdaq
Delayed market data for orientation only — verify before relying on it.
Cerebras Lands Multi-Billion OpenAI Deal & Amazon Partnership
“Submarine cable survey demand rises as AI data center interconnect drives transatlantic cable investment cycles.”
IREN Signs $1.6B Dell Blackwell AI Systems Deal to Power $3.4B Cloud Contract
“Not applicable — incorrect inclusion removed; see confidence note.”
Oracle Plans $70B AI Spending After Cloud Revenue Jumps 93%
“Speculative micro-cap: CODA's subsea survey tech maps cable routes for data center interconnect fiber.”
Educational analysis only — not financial advice.