Microsoft claims to be first hyperscaler to "power on" Nvidia Vera Rubin NVL72 system
Plus the other clouds set to adopt the latest generation of Nvidia AI infrastructure
News - IT Hardware & Semiconductors, Georgia Butler, DatacenterDynamics
-
-
AI cloud Iren purchases 50,000 Nvidia B300 GPUs
Expands fleet to 150,000 GPUs
-
Vast Data integrates AI OS into Nvidia GPU-powered servers
Aims to help elimate data bottlenecks
-
OVHcloud reveals Bare Metal 2026 generation of dedicated servers
New line up features AMD Ryzen and Epyc processors
-
Nvidia invests another $2bn in CoreWeave
Aims to help speed up AI buildout
-
CoreWeave deploys 16,000 GPUs at delayed data center in Denton, Texas
Internal messages note that the milestone was hit under "intense spotlight"
-
Lenovo launches AI Cloud Gigafactory offering with Nvidia to speed up AI cloud deployment
Combines Nvidia AI infrastructure with Lenovo’s hardware and hybrid AI factory services
-
Naver Cloud completes cluster of 4,000 Nvidia B200 GPUs in South Korea
Company did not share which data center it is housed in
-
Baidu and Huawei account for 70% of China's GPU cloud market
Report covers the first half of 2025
-
Oracle says it might let customers bring their own hardware into its data centers
Floats possibility of other business models
-
Neuromorphic compute startup Unconventional AI raises $475m in seed funding
Sees company valued at $4.5bn after just two months of operations
-
AWS launches Graviton5 CPU
Now available in preview
-
Google must double AI capacity every six months to meet demand - report
All-hands meeting coinciding with GA of Ironwood release reveals extent of AI demand
-
Microsoft reveals next generation Cobalt CPU and Azure Boost
Cobalt 200 approaches
-
Moreh and Tenstorrent reveal joint AI data center solution
Claims to enable the scaling of AI workloads with a lower TCO
-
Tencent's capex down 24% YoY due to lack of access to GPUs
Expects capex to continue to decline
-
Microsoft says it has access to the IP of OpenAI's custom AI chips
Part of the two companies' recent agreement
-
Switch deploys Oxide racks in data centers for internally-used cloud platform
Teams up with Oxide Computer Company and SUSE for private on-prem cloud
-
Nvidia to invest up to $1bn in AI firm Poolside - report
Would quadruple AI start-up's valuation
-
Moro Hub and Rafay team up for GPU PaaS in Dubai
Will be based on the Rafay Platform
-
IBM reaps benefits from growing hyperscaler AI capabilities and capacity - CFO
Big Blue riding the AI "growth vector"
-
Oracle to deploy cluster of 50,000 AMD Instinct MI450 GPUs
Will be publicly available in Q3 2026
-
Microsoft deploys cluster of 4,600 Nvidia GB300 NVL72 systems for OpenAI
Company says its the first of many
-
Microsoft CTO claims company will mainly use its own AI chips in the future
That may take a while