Poolside

Positioning

Poolside sells AI coding automation to enterprises with 5,000 or more developers, including banks and defence contractors, on a model that is the opposite of generic API access: for each customer it spins up a dedicated training environment inside the client own infrastructure, ingests their codebase and development history, and fine-tunes a model that stays behind their security boundary. AWS Bedrock provides a managed alternative. Behind that sits an AGI ambition and, until April 2026, a vertical-integration bet, and the record is now dominated by the unwinding of that bet. In October 2025 Poolside announced Project Horizon, a 2 gigawatt AI campus on 568 acres in West Texas, with CoreWeave as anchor tenant on a 15-year lease for the first 250 MW plus an option on 500 MW more, contracted to deliver over 40,000 NVIDIA GB300 NVL72 GPUs from December 2025. Simultaneously it was raising a USD 2 billion Series C at a USD 14 billion pre-money valuation with NVentures slated to anchor up to USD 1 billion. By 2026-04-02 both collapsed: CoreWeave exited citing an USD 8.5 billion loan facility enabling flexible multi-partner leasing, and the Financial Times reported the round had fallen apart on investor concerns that Poolside could not train frontier-competitive models against Anthropic, OpenAI and Google DeepMind. Momentum scores 1 accordingly.

Latest signals

• 28 Oct 2026Nvidia acquired Poolside for $6 billion after its Laguna release.Peter H. Diamandis
• 28 Oct 2026Poolside raised $200 million with French government support.Peter H. Diamandis
• 14 Sept 2026Philip Drury joined Poolside as chief investment officer.Poolside
• 9 Sept 2026Nvidia committed $7 billion to Poolside for open-weight model software and engineering talent.Semiconductor Engineering
• 5 Sept 2026Nvidia bought Hugging Face and Poolside for $18 billion.Peter H. Diamandis

27 signals name Poolside. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 14 Sept 2026Philip Drury joined Poolside as chief investment officerSenior hire · Poolside
• 9 Sept 2026Nvidia committed $7 billion to Poolside for open-weight model software and engineering talentPartnership · Semiconductor Engineering
• 3 Sept 2026Nvidia struck a $6 billion deal with Poolside to develop open modelsPartnership · TechCrunch
• 2 Apr 2026CoreWeave and Poolside mutually terminated the Project Horizon agreementSetback · mlq.ai and datacenterdynamics.com

10 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

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