Fluidstack
☆ WatchWe build compute faster than anyone on the planet. Gigawatt data centers, built in America, delivered in months. We're hiring the people who build them. observed
current — rebuilt moments ago
We build compute faster than anyone on the planet. Gigawatt data centers, built in America, delivered in months. We're hiring the people who build them. observed
No person- or entity-level identity check is on record for this company. A name match is not one.
The ranked index lists private AI companies with two or more independent sourced evidence families; its Early-stage view also leaves out rounds of $100M or more that no source assigns a stage. This profile is listed in the ranked index. It is a statement about evidence and mandate, and about nothing else.
We have not established fit. That is not a soft no and not a soft yes — it is unknown, and it is never counted as a qualified prospect.
Assessed 2026-10-24 for seed/Series-A sourcing.
Five evidence lanes (activity, capital, infra, hiring, ecosystem) as within-cohort percentiles, combined with evidence-breadth weights over the 60-company baseline cohort. The ± band widens with missing lanes — it measures what the score stands on. 13 signals in the last 60 days back this number.
Counted from the company's own job board — each point a dated observation.
↗ Strongest signal: funding magnitude (30% of the score).
↓ Scored on 2 of 4 components — adoption, developer had no computable metric.
The skeptic's read what this company has said, judged against what happened
Not evaluated ≠ false — the deadline or the evidence hasn't arrived. A forecast with no target date cannot be graded and is counted as insufficient temporal evidence. Nothing here is editorial: every count is a ledger row you can open on the Proof page.
No single number decides. Layers can disagree — that's the point. New to this? →
Fractile would be an example of that. And so although it's land and power that may be the kind of most acute bottleneck, even ahead of kind of supply chain constraints, it's actually exactly that that kind of incentivizes chips that are much, much more fit for purpose.
FluidStack is a great example, right? They were, in some ways, the first neocloud to kind of decide that they were going to step bodily away from Nvidia, and they deployed a bunch of Google TPUs. And they've had an extraordinary year as they sort of cross that Rubicon and earned the right to start deploying, you know, other chips.
Why can't FluidStack just get a loan? That's what I don't understand. There's so much money in the world right now. Why can't they just get a loan? Why do they need the loan from the defense department?
Google holds warrants for a potential 14% equity stake in exchange for guaranteeing FluidStack lease obligations on key data center campuses.
the Pentagon is giving $5 billion to FluidStack is my understanding of it. As a loan to build out their data centers.
fluids deck closed a $1.5 billion round
the Pentagon is in talks to lend fluid stack $5 billion for AI infrastructure
VentureSignalScore 74.1/100 for ai-data-center-builder-fluidstack, composed from 2 of 4 components (hardware formula), discounted ×0.85 for 50% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| Funding recency | 0.2 | 0.6808 | |
| Funding magnitude | 0.3 | 1 |
A Form D is on record near the reported round — the raise shows up in primary-source filings.
Form D filings — the company's own authoritative record of a Reg D private raise, filed with the SEC. Primary-source evidence: not commentary, not inference. 3 filings, latest filed 2026-06-30. A Form D is filed after the sale, so the filing date is when the notice reached the SEC — not when the round closed. Where the issuer stated a first-sale date it is shown beside it, and a D/A amends an earlier offering rather than reporting a new one.
A first sale, a filing, an amendment and a public announcement are not the same event, and one date may not stand in for another. Where the latest financing date cannot be established from what we hold, this says unknown rather than substituting a date we do have.
A reported round dated 2026-07-21 by its own source.
Gray-market attention, not quality. 1+ HN mentions (peak 2 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: corroborated by an SEC filing. ▲ 2 Risks with renting your home PC to FluidStack for “up to $50/month” 2019-11-12 ↗
Showing the 53 current records. Full observation history — 1,097 superseded records →
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
ai.document.claims | {"claims": [{"claim": "Fluidstack builds civilization-scale infrastructure for AI, acquiring power, designing and building data centers, and operating them.", "quote": "Fluidstack builds civilization- | observed | artifact ↗ | 2026-08-16 | promoted | 0.50 |
ai.technical.assessment | {"council": {"dissent": true, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0.82, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_do | derived | council | 2026-11-07 | promoted | 0.29 |
buyer_fit.assessment | {"buyer": "seed/Series-A sourcing", "method": "Backlog pass 2026-10-24: applied the record_buyer_fit.ts fit rule to this company's held primary-source financing evidence (funding.round.* / sec.form_d. | observed | readiness | 2026-11-13 | normalized | 0.90 |
buyer_fit.status | unknown | observed | assessment | 2026-10-24 | normalized | 0.90 |
common_name | Fluidstack | observed | curated | 2026-07-24 | normalized | 0.90 |
common_name | Fluidstack | observed | curated | 2026-07-24 | normalized | 0.90 |
common_name | Fluidstack | observed | artifact ↗ | 2026-07-24 | normalized | 0.60 |
community.hn.max_points | 2 | observed | artifact ↗ | 2026-10-08 | normalized | 0.20 |
community.hn.mentions | 1 | observed | artifact ↗ | 2026-10-08 | normalized | 0.20 |
community.hn.rumors | [] | observed | artifact ↗ | 2026-08-16 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=21511993", "title": "Risks with renting your home PC to FluidStack for “up to $50/month”", "points": 2, "created_at": "2019-11-12"} | observed | artifact ↗ | 2019-11-12 | normalized | 0.20 |
description | We build compute faster than anyone on the planet. Gigawatt data centers, built in America, delivered in months. We're hiring the people who build them. | observed | artifact ↗ | 2026-09-14 | normalized | 0.70 |
domain | fluidstack.com | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
early_signal.assessment | {"rule": "operational-early-signal-v2", "missing": ["a financing round is held — assessed on the funding-verified path (buyer_fit), not as an operational signal", "fewer than two operational signal fa | observed | assessment | 2026-11-13 | normalized | 0.90 |
early_signal.status | insufficient | observed | assessment | 2026-11-13 | normalized | 0.90 |
funding.round.amount_usd | 830000000 | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
funding.round.amount_usd | 1500000000 | observed | artifact ↗ | 2026-09-12 | normalized | 0.50 |
funding.round.amount_usd | 1500000000 | observed | artifact ↗ | 2026-09-11 | normalized | 0.50 |
funding.round.announced_on | 2026-07-21 | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
funding.round.lead_investors | [] | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
funding.round.source_url | https://siliconangle.com/2026/07/21/ai-data-center-builder-fluidstack-raises-830m-7-5b-valuation/ | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
funding.round.stage | series_a | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
gate.accumulation | {"outcome": "document_created", "obs_count": 18, "source_id": "01M04H4DTEWERGJRA4MKQ20Z22", "trigger_path": "accumulation_gate", "collector_count": 4, "artifact_collector": "website_collector"} | observed | artifact ↗ | 2026-08-16 | normalized | 0.60 |
index.ai_tie | AI_ADJACENT | observed | classify | 2026-07-25 | derived | 0.60 |
jobs.board_url | https://jobs.ashbyhq.com/fluidstack | observed | artifact ↗ | 2026-09-20 | normalized | 0.85 |
jobs.postings.engineering | 135 | observed | artifact ↗ | 2026-11-12 | normalized | 0.85 |
jobs.postings.total | 254 | observed | artifact ↗ | 2026-11-13 | normalized | 0.85 |
metric.venture.funding_amount_usd | 1500000000 | derived | calc | 2026-09-12 | derived | 0.50 |
metric.venture.funding_recency_days | 116.596 | derived | calc | 2026-11-14 | derived | 0.90 |
score.venture_signal | 74.1 | derived | calc | 2026-11-14 | derived | 0.34 |
sec.cik | 0002104151 | observed | artifact ↗ | 2026-08-16 | normalized | 0.99 |
sec.form_d.count | 3 | observed | artifact ↗ | 2026-08-16 | normalized | 0.99 |
sec.form_d.filings | [{"cik": "0002104151", "form": "D", "filed": "2026-06-30", "accession": "0000906791-26-000132", "index_url": "https://www.sec.gov/Archives/edgar/data/2104151/000090679126000132/0000906791-26-000132-in | observed | artifact ↗ | 2026-06-30 | normalized | 0.99 |
sec.form_d.latest_filed | 2026-06-30 | observed | artifact ↗ | 2026-08-16 | normalized | 0.99 |
sec.form_d.related_persons | {"filed": "2026-06-30", "persons": [{"last_name": "Wu", "first_name": "Peixian", "clarification": "Director and CEO", "relationships": ["Executive Officer", "Director"]}, {"last_name": "Maklary", "fir | observed | artifact ↗ | 2026-06-30 | normalized | 0.99 |
sector | hardware | derived | calc | 2026-11-06 | normalized | 0.75 |
signal.attributed_claims | 7 | observed | intelligence.claims | 2026-09-26 | parsed | 0.90 |
signal.commentary | {"context": null, "run_ref": "01M3V2VZZ8ZYRV0FQ5S6QTNYAS", "signals": [{"quote": "the Pentagon is in talks to lend fluid stack $5 billion for AI infrastructure", "stance": "neutral", "confidence": 0.9 | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V2VZZ8ZYRV0FQ5S6QTNYAS", "signals": [{"quote": "fluids deck closed a $1.5 billion round", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V2VZZ8ZYRV0FQ5S6QTNYAS", "signals": [{"quote": "the Pentagon is giving $5 billion to FluidStack is my understanding of it. As a loan to build out their data centers." | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V2VZZ8ZYRV0FQ5S6QTNYAS", "signals": [{"quote": "Google holds warrants for a potential 14% equity stake in exchange for guaranteeing FluidStack lease obligations on ke | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3V2VZZ8ZYRV0FQ5S6QTNYAS", "signals": [{"quote": "Why can't FluidStack just get a loan? That's what I don't understand. There's so much money in the world right now. Wh | observed | artifact ↗ | 2026-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M7D3S46D5DPV6CDF4XH6F50A", "signals": [{"quote": "FluidStack is a great example, right? They were, in some ways, the first neocloud to kind of decide that they were goi | observed | artifact ↗ | 2026-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M7D3S46D5DPV6CDF4XH6F50A", "signals": [{"quote": "Fractile would be an example of that. And so although it's land and power that may be the kind of most acute bottlenec | observed | artifact ↗ | 2026-11-14 | promoted | 0.50 |
source.document.reference | {"kind": "document", "title": "ai-data-center-builder-fluidstack: Fluidstack", "source_id": "01M04H4DTEWERGJRA4MKQ20Z22", "extract_ref": "artifact:sha256:f1b821d1bee3b68b4206fd074f336067f82c4722a478f9 | observed | artifact ↗ | 2026-08-16 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — ai-data-center-builder-fluidstack", "source_id": "01M2AQTARCA72RZ2KPVVPVNAAY-m-46912b7b82a90c24", "extract_ref": "artifact:sha256:17c8259da2a5253d05 | observed | artifact ↗ | 2026-09-12 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT4173486109.mp3 — ai-data-center-builder-fluidstack", "source_id": "01M3TXM28NW7M4SAKJ0N8RPNEZ-m-46912b7b82a90c24", "extract_ref": | observed | artifact ↗ | 2026-09-11 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "api.substack.com/feed/podcast/212689635/cf7a1608fcec427861f1b832ba9f1e8a.mp3 — ai-data-center-builder-fluidstack", "source_id": "01M3W3CHSVV1AFH7J8Q55GDR6B-m-46912b7b82a9 | observed | artifact ↗ | 2026-08-25 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "20VC: Taking on NVIDIA: Fractile CEO on the Future of Chips | What Everyone Gets Wrong About Capex Spending | The Winners and Losers in Neo Clouds with Walter Goodwin — a | observed | artifact ↗ | 2026-11-14 | normalized | 0.95 |
website_url | https://fluidstack.com | observed | enrichment | 2026-07-24 | normalized | 0.75 |
website_url | https://fluidstack.com | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
website_url | https://www.fluidstack.io/ | observed | identity | 2026-11-06 | normalized | 0.90 |
website.homepage.has_pricing_link | false | observed | artifact ↗ | 2026-07-24 | normalized | 0.80 |