Home › Compute & Cloud › ReportCompute & Cloud · ReportNeocloud sector rose in tandem on October 2nd: NBIS led gains at +5% to $244, IREN +2.73% to $41.76Trade pressSlicast · October 2, 2026 at 21:01 UTC · Global · Source: TipRanksimportance 91Read the originalShareCompanies in this storyNebiusCapex history →CoreWeaveCapex history →IRENCapex history →Related reportsCompute & CloudNebius Acquires Israeli Inference Optimization Startup Inferize for $100–150 Million to Address GPU Cold Start Bottleneck2026-10-03Compute & CloudParallel - Web Infrastructure for AI Agents2026-08-27Compute & CloudApplied Digital's Polaris Forge 1 facility reaches 250 MW total capacity, expanding independent GPU cloud infrastructure competing with hyperscaler-owned platforms.2026-10-03Compute & CloudHyperscale Data Exploring Strategic Alternatives for its askROI Subsidiary2026-10-03Compute & CloudPalantir and Armada Partner to Accelerate Sovereign AI Infrastructure2026-10-02