The complicated AI infrastructure market
The AI infrastructure market is splitting into four distinct categories of "neoclouds" — cloud providers purpose-built for AI workloads — with full-stack providers such as CoreWeave, Nebius, Lambda, C…
The AI infrastructure market is splitting into four distinct categories of "neoclouds" — cloud providers purpose-built for AI workloads — with full-stack providers such as CoreWeave, Nebius, Lambda, C…
Crusoe opened its second manufacturing facility in Tulsa, Oklahoma, adding 400,000 square feet and bringing the AI factory company's national manufacturing footprint to roughly 1 million square feet. …
Miami-based ON.energy has developed and independently validated a medium-voltage AI UPS system at the US Department of Energy's National Laboratory of the Rockies, where it met ERCOT large-load ride-t…
Crusoe, a vertically integrated AI infrastructure company, is hiring a Staff Applied AI Inference Engineer in San Francisco with a salary range of $215,000–260,000 per year, which sits 8% above the $2…
NVIDIA CEO Jensen Huang declared that 'AGI has arrived' in response to Crusoe CEO Chase Lochmiller congratulating OpenAI on the launch of its GPT-6 Astra model, which Lochmiller said 'made Abilene the…
Lancium and Nvidia are partnering to deploy Nvidia's AI factory technology across Lancium's portfolio, which includes 4 GW of leased capacity and more than 15 GW of powered land in development. Nvidia…
Nvidia announced a strategic investment of up to $3 billion in Lancium, a Texas-based power infrastructure company, to secure energy for AI data centers. The initial $2 billion tranche buys Nvidia a 2…
CoreWeave, Nebius, Lambda, Crusoe, and Groq are ranked as the five largest GPU neoclouds of 2026, with Nebius posting the lowest H100 rate and the only published B300 price, Lambda offering the cheape…
Security researchers at Wiz found that S3-compatible object storage services from Nebius, Crusoe, Vultr, Lambda Labs, Cloudflare R2, and DigitalOcean lack many of Amazon S3's security protections, inc…
AMD announced on August 6 its acquisition of Taalas, a Toronto-based startup whose HC1 accelerator delivers inference at 16,000 tokens per second per user, roughly 45 times faster than optimized Nvidi…
Nvidia is certifying Nordic data center operators through its DGX-Ready Colocation Data Center program, turning the region into a hub for AI infrastructure powered by renewable energy and cold climate…
Nebius Group is raising $4.5 billion through a private convertible note sale to fund data center expansion and AI platform development, with $2.75 billion in notes due 2030 and $1.75 billion due 2034.…
Crusoe, a privately held AI data center developer and power provider with contracts from OpenAI, Oracle, Microsoft, and GE Vernova, is in IPO talks with Bank of America, Goldman Sachs, Morgan Stanley,…
OpenAI's compute chief Sachin Katti said inference will account for over 80 percent of all AI compute spend, with a roadmap to 30GW, while Crusoe's Chase Lockmiller reported that power, not GPU supply…
Crusoe is now a native model provider in Pydantic AI, enabling developers to run agents on Crusoe Managed Inference with a single string like 'crusoe:zai/GLM-5.2'. The integration, contributed upstrea…
Amazon has acquired a massive off-grid power plant in Texas that could emit up to 33 million tons of greenhouse gases annually, making it one of the largest sources of emissions in the US. The plant u…
Form Energy raised $750 million in a Series G round led by T. Rowe Price to expand manufacturing of its iron-air batteries, which can discharge for up to 100 hours and are in demand from AI data cente…
CoreWeave CFO Nitin Agrawal said the AI cloud company recently signed a contract to rent out Nvidia A100 GPUs into 2029, suggesting the 2020-era chips remain economically useful about nine years after…
GitHub, Vercel, and Replit are repositioning their developer platforms around orchestration, production deployment, and verification as AI code generation becomes commoditized, according to a ByteByte…
Big Tech's climate pledges are being strained by the massive electricity demands of artificial intelligence, with Amazon, Microsoft, Meta, and Google backing new gas-fired power projects. Amazon acqui…