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Startups & Venture·October 21, 2026·1 min read

Nscale CEO Touts Doubling of Contract Value in Note to Employees

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Doubling contracted compute since March while investors push back on IPO valuation shows AI infra demand is real but public-market multiples are normalizing. If you're buying AI cloud capacity, expect more aggressive long-term contract offers as providers try to lock in growth before listing.