In the intense, ever-evolving landscape of AI infrastructure, every billion-dollar deal tells a story—a tale of ambition, shifting power, cutthroat economics, and a technological arms race measured in GPUs, teraflops, and freakish leaps in AI capability. The recent $11.9 billion, five-year pact...
ai cloud providers
ai hardware
ai inference
ai infrastructure
ai model development
ai training
cloud competition
cloudeconomics
coreweave
custom ai hardware
gpu computing
gpu market
gpu utilization
hyperscalers
multi-cloud strategies
openai
silicon innovation
tech investments
tech supply chain
vertical integration
Mizuho’s bullish outlook on Microsoft’s cloud businesses could almost make even the most stoic IT manager do a little celebratory tap dance behind their monitor—assuming they aren’t already busy updating scripts for the next round of mysterious compliance checks. But beyond the jubilation in the...