Neoclouds see revenue grow 200 percent YoY - Synergy Research
Research group expects revenue to reach $180bn in 2030
News - Software, Georgia Butler, DatacenterDynamics
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Microsoft deploys cluster of 4,600 Nvidia GB300 NVL72 systems for OpenAI
Company says its the first of many
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Internal documents show Oracle's average profit margin for AI cloud deals was 16% - report
Analysts split on whether the drop in AI profits is cause for concern
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OpenAI considers Stargate data center capacity in Canada
Suggests it could be part of the country's sovereign AI effort
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NBA selects AWS as cloud and AI partner
Multi-year agreement is a slam dunk
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AI storage startup Peak:AIO raises $6.8m in seed funding
Investors include Pembroke VCT and Praetura Ventures
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AI research and product company Zyphra signs deal for large AMD MI300X cluster on IBM Cloud
Will be used to train "frontier" multimodal foundation models
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Digital Realty partners with DXC for enterprise AI platform
Deploys Dell AI Factory at Digital Realty data centers
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AI chip startup Groq plans to establish more than a dozen data centers next year
Company has already set up 12 data centers in 2025
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Microsoft to get 100,000 Nvidia GB300s under Nebius deal; has signed more than $33bn in capacity agreements with neoclouds
Redmond company throwing cash at neoclouds to cope with the capacity crunch
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Microsoft CTO claims company will mainly use its own AI chips in the future
That may take a while
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Cudo leases capacity for Nvidia GPU deployment at Conapto data centers in Sweden
Will deploy Nvidia H200s and L40Ss at data centers in Stockholm
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Lambda brings Nvidia GB300 NVL72 systems online at hydrogen-powered ECL data center
Claims the deployment uses zero water and has zero emissions
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Neocloud segment sees five-year revenue CAGR hit 82% - JLL
Growth is strong, but neoclouds face some challenges
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Microsoft signs $6bn deal to rent AI compute from Nscale
Will be from a data center in Norway
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China Unicom builds "massive" data center with locally-developed AI chips in China
Chips provided by Alibaba and other companies
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Carbon3.ai launches UK-based sovereign AI platform
Will deploy a nationwide "AI mesh" with 100,000 GPUs
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Nvidia to purchase unsold compute capacity from CoreWeave for $6.3bn
Through to April 13, 2032
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Microsoft plans to expand computing capacity for in-house AI models - report
Tech giant will make "significant investments" in its own clusters
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Vultr makes AMD Instinct MI355X GPUs generally available
Inference-optimized GPUs now on offer via Vultr's platform
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Together AI launches self-service AI clusters
Instant Clusters automates the provisioning of GPU clusters
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CoreWeave Ventures launched to back promising AI companies
Will provide investment resources, technical expertise, and compute to other companies
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OpenAI considers data center in South Korea
Hints at plans during launch of South Korean office
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AI cloud DataCrunch secures $64.6m in Series A funding round
Also announces plans for AI factory in Latvia