Nvidia has engineered a circular financing loop with GPU cloud providers CoreWeave and Nebius, selling them GPUs, investing billions, and guaranteeing to buy unsold capacity, creating a $35 billion de…
Neoclouds CoreWeave and Nebius have secured massive hyperscaler commitments totaling over $145 billion, but their growth is funded by circular financing involving Nvidia equity and GPU-backed debt, ra…
Neo4j partnered with RocketRide, Butterbase, Daytona, Nebius, and Opsera at HackwithBay 3.0, where 200 builders used graph databases to build thoughtful agents for productivity. First-place team VeriG…
Mark Zuckerberg confirmed Meta is exploring an AI cloud business to rent out spare computing power, aiming to monetize its over $100 billion AI infrastructure investment. The move would pit Meta again…
NVIDIA and LangChain released a tutorial on creating a LangChain Deep Agents harness profile for NVIDIA Nemotron 3 Ultra to match proprietary frontier model intelligence. The profile optimizes agent p…
Cohere Labs arrives in Seoul for ICML 2026, where AI research intersects with sales and recruiting. The conference serves as a platform for Cohere to convert technical credibility into enterprise deal…
Meta announced plans to sell excess AI compute to third parties, surprising investors and causing shares of neocloud providers CoreWeave and Nebius to drop 19% and 23% respectively. The move comes ami…
The Philadelphia Stock Exchange Semiconductor Index fell 6.3% on July 1, 2026, its steepest single-day drop, as AI-memory stocks Micron and Sandisk each dropped about 10% and equipment makers KLA, Lam…
Meta is developing a commercial AI cloud business to sell excess AI computing capacity and offer API-based access to its AI models, diversifying revenue beyond digital advertising. The initiative, und…
Lightning AI, the PyTorch-tooling company that merged with GPU cloud provider Voltage Park in January 2026 to form a roughly $2.5 billion AI cloud, named Peter Bershatsky Vice President of Strategy an…
Meta shares surged after Bloomberg reported the social media giant plans to launch a cloud business selling excess AI compute, joining hyperscaler peers. The move could improve Meta's cash flow outloo…
Nebius launched Custom Speculator Training in Token Factory, enabling teams to train workload-specific draft models from their own data and deploy them alongside base models in one workflow. The featu…
NeuralWatt, a US-based AI inference provider, introduced energy-based metering for LLM inference, charging by kilowatt-hour instead of per token. A user reported an average 82.9% cost reduction compar…
Andreessen Horowitz led a $15 million Series A round for Netris, a network automation startup that helps GPU cloud providers manage the networking layer beneath AI clusters. The investment highlights …
Gartner predicts that by 2030, GPU-specialized neocloud providers will capture 20% of the $267 billion AI cloud market, representing roughly $53 billion shifting away from AWS, Azure, and Google Cloud…
Jefferies initiated coverage on IREN Limited with a Buy rating and a $79 price target, projecting 30-36% upside as the company's AI cloud services business is expected to outperform traditional data c…
A viral claim that half of 2026 US datacenter capacity is canceled is based on flawed data and uninformed forecasts, according to SemiAnalysis. The firm's own tracking shows only ~1% movement in hyper…
NVIDIA CEO Jensen Huang outlined a 10-point AI roadmap during a recent talk, emphasizing that agentic AI has crossed a critical threshold requiring 1,000 times more compute than generative AI. He high…
A team of developers built Cosmos Claw, an AI-powered social media manager that uses NVIDIA Cosmos 3 and GPT-4o to autonomously film, edit, and post promotional videos for venues, deployed on Nebius H…
NVIDIA CEO Jensen Huang announced a partnership with South Korea's LG Group on humanoid robots and future data centers, including collaboration on motor and mechanical systems. The companies will buil…