TensorWave

Positioning

The AMD-exclusive GPU cloud (8,192-GPU MI325X cluster, more than $166M raised from Magnetar and AMD Ventures), now anchor tenant of Fermi America's Project Matador with a 222 MW, $6.5B fifteen-year lease and rights to 650 MW; the reference AMD neocloud.

Latest signals

• 12 Aug 2026Fermi signed TensorWave as the first binding customer for its Project Matador AI campus.TechCrunch
• 17 Jul 2026TensorWave is pursuing an AI infrastructure partnership with AMD.TechCrunch
• 7 Jul 2026Omen AI raised $31 million in a Series A funding round.The AI Insider
• 7 Jul 2026Omen AI is working with a dozen data-center customers, including TensorWave.The AI Insider
• 6 Jul 2026Netris is live across more than 35 GPU clusters totaling approximately one million GPUs.The AI Insider

13 signals name TensorWave. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 10 Aug 2026100-500mRevenue band · Fermi release, DCD
• 10 Aug 202615-year binding lease for 222 MW at Fermi Project Matador, with expansion rights to 650 MWContract · Fermi release, DCD
• 10 Aug 2026Binding 222 MW lease at Fermi Project Matador, with expansion rights to 650 MW and delivery from H2 2027Partnership · Fermi release, DCD
• 25 Feb 2026Credo ZeroFlap AEC and optics deployed across next-generation AMD clustersDeployment · Credo release

9 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.

Categories