- Beat
- datacenters
- Researched · Fresh
- 9 days ago
Voltage Park no longer exists as a standalone company — since 2026-01-21 it is the infrastructure half of Lightning AI, a >$2.5B software-plus-GPU cloud claiming >$500M ARR on ~36,000 owned GPUs, built on a ~$0.5–0.9B philanthropic grant rather than debt. That makes it the only unlevered neocloud in the set and, at ~5x ARR, the cheapest on paper; the catch is a 2023-vintage H100 core whose rental value is falling and an owner (a nonprofit fund) whose objective is not return maximisation. WATCHIN
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