AI infrastructure
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
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
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 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.
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.
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...
AI & Automation
Yassir-Huawei Partnership: Six Months In, a Template Emerges
Six months after the December 2025 Yassir-Huawei deal, the cloud-AI-mobility template is reshaping how Algerian super-apps build infrastructure at scale.
Infrastructure & Cloud
Data Centers Hit $1 Trillion a Year by 2030: What CFOs Need to Model
IoT Analytics forecasts data center infrastructure to hit $1T annual spend by 2030 (from $290B in 2024). AI share, regional split, and CFO implications.
Infrastructure & Cloud
Meta’s $135B Gamble: Inside the 2026 Superintelligence Infrastructure Build
Meta's $115-135B capex 2026 funds 5GW Hyperion Louisiana campus, MTIA 400/450/500 chips, and Llama training. Full data center and chip breakdown.
