AI infrastructure
Infrastructure & Cloud
Google’s Virgo Network: Inside the Megascale Fabric Wiring 1 Million TPUs Together
⚡ Key Takeaways Google Cloud unveiled Virgo Network on April 22, 2026 at Cloud Next, a megascale fabric linking 134,000...
Infrastructure & Cloud
GPU Cloud Price War 2026: Specialised Providers Undercut Hyperscalers by 60-85%
⚡ Key Takeaways As of April 2026, A100 80GB GPUs rent for $0.78/hr on Thunder Compute and $1.21/hr on Vast.ai,...
Infrastructure & Cloud
Oracle Lights Up Casablanca: First Hyperscaler Public Cloud Region in North Africa
⚡ Key Takeaways Oracle activated its Casablanca cloud region on April 13, 2026 with hosting partner N+ONE Datacenters, making it...
Infrastructure & Cloud
EU AI Factories: Compute Is Becoming Industrial Policy
⚡ Key Takeaways The April 9, 2026 EU AI Continent Action Plan update reports 19 AI factories live across 16...
Infrastructure & Cloud
Hyperscaler Capex Crosses $600B in 2026: Where the AI Money Actually Goes
⚡ Key Takeaways The four biggest hyperscalers will spend over $600B in 2026 capex, with ~75% tied to AI infrastructure:...
Infrastructure & Cloud
Hyperscaler Capex Tops $600B in 2026: Inside the 36% AI Infrastructure Spending Surge
⚡ Key Takeaways Combined hyperscaler capital expenditure is projected to exceed $600 billion in 2026, a roughly 36% increase over...
Infrastructure & Cloud
The 2026 DRAM Crunch: How HBM Allocation Is Repricing Every Cloud Instance
⚡ Key Takeaways HBM allocation for AI accelerators has consumed so much DRAM fab capacity that the broader memory market...
Infrastructure & Cloud
The $450B Treadmill: How GPU Obsolescence Is Rewriting Hyperscaler Economics
Hyperscalers will spend $450B on AI infrastructure in 2026 while depreciating GPUs over 5–6 years. A 2–3 year refresh cycle is breaking the math.
Infrastructure & Cloud
The Neocloud Era: How CoreWeave, Lambda, and Nebius Reshaped AI Capacity in 2026
CoreWeave's $21B Meta deal, Nebius's $27B Meta deal, Microsoft's $60B neocloud spend. The AI capacity market has a new layer — and it's booming.
Startups
Nscale’s $2B Series C at $14.6B: Europe’s Largest AI Infrastructure Round
⚡ Key Takeaways London-based AI infrastructure company Nscale closed a $2 billion Series C at $14.6 billion valuation in March...
Startups
Thinking Machines Hits $50B Valuation: Mira Murati’s Lab Secures 1GW of Vera Rubin Compute from NVIDIA
⚡ Key Takeaways Thinking Machines Lab, founded by Mira Murati in February 2025, reached a reported $50 billion valuation in...
