NeoClouds for Sale: Can META Buy Nebius?

Next Year Will Be the Year of M&A for NeoClouds. What Happens to IREN, CIFR, and WULF?

Alphabet agreed to acquire Intersect Power for $4.75 billion, including assumed debt. This deal immediately raises questions about whether Google could eventually acquire partners like CIFR or WULF and when M&A activity among NeoClouds might actually begin. We’ll get to that in detail, but first it’s worth taking a closer look at the Intersect transacti…