Home › Capital Markets › ReportCapital Markets · ReportMeta Compute enters, Nebius evaporates $120 billion in a day, neocloud sector collectively plummetsTrade pressSlicast · July 4, 2026 at 21:01 UTC · Global · Source: SiliconANGLEimportance 91Read the originalShareCompanies in this storyMetaCapex history →NebiusCapex history →CoreWeaveCapex history →IRENCapex history →Related reportsCapital MarketsHut 8 Texas $9.8 billion AI data center triple net lease; billionaire investor establishes position in July2026-07-05Capital MarketsLambda Labs preparing H2 2026 IPO with Microsoft and NVIDIA as core anchor customers2026-07-05Capital MarketsAnthropic announces $500 billion US AI infrastructure investment, builds data centers in Texas and New York2026-07-05Capital MarketsTogether AI raises $800M Series C at $8.3B valuation, cementing open-model inference platform scale.2026-07-05Capital MarketsTether CEO warns AI infrastructure capex sustainability hinges on four critical economic mismatches.2026-07-05