gpu cloud

CoreWeave’s recent turbulence is the clearest sign yet that the AI-infrastructure gold rush has entered its most unforgiving phase, where outsized revenue growth collides with eye-watering capital demands, heavy vendor concentration and a market that is no longer willing to pay for optimism...

Synopsys’ new simulation-driven framework unveiled at Microsoft Ignite promises to turn slow, high‑fidelity CFD workflows into near‑real‑time decision tools for the factory floor — a multi‑vendor stack that combines Synopsys’ accelerated physics, GPU‑native Ansys Fluent, NVIDIA Omniverse/OpenUSD...

Microsoft has flipped the switch on what it calls an “AI superfactory” — a purpose‑built, rack‑scale Azure installation powered by NVIDIA’s latest Blackwell Ultra GB300 family that stitches thousands of GB300 NVL72 racks into a single production fabric and sets a public target to scale to...

Nebius’ Token Factory arrives as a bold gambit in the intensifying AI cloud race, promising enterprises an end-to-end platform to run and govern open-source and custom large language models (LLMs) at production scale while directly challenging industry giants such as Microsoft Azure, Amazon Web...

The AI-infrastructure race has moved from theory to trillion-dollar contracts: specialist GPU cloud vendor CoreWeave and hyperscale giant Microsoft are both doubling down on capacity, but they are playing very different games — one is a pure‑play, capital‑intensive operator with blockbuster...

CoreWeave’s newly publicized deal with Meta, alongside a headline-making capacity pact between Nebius and Microsoft and continued multi‑billion arrangements with OpenAI, mark a turning point in the AI infrastructure market — one that is accelerating the shift from a handful of hyperscalers to an...

Nvidia’s recent reshaping of its cloud strategy — pivoting DGX Cloud toward a partner-driven marketplace called DGX Cloud Lepton while repurposing portions of its owned fleet for internal R&D — has set off a debate: did that move effectively hand a competitive edge to hyperscalers (Amazon Web...

Nvidia’s quiet retreat from a direct cloud play marks a meaningful strategic pivot: DGX Cloud — once pitched as NVIDIA’s own AI supercomputer service for enterprises — is being repurposed largely as internal infrastructure, while the company leans into a marketplace model (DGX Cloud Lepton) that...

Paul Thurrott’s Windows Weekly episode continues the show’s long-running mix of practical Windows tips, industry gossip, and ecosystem-level analysis — this week touching off from Patch Tuesday and a surprise Windows 11 ISO release, then threading through Microsoft’s return‑to‑office policy...

Microsoft has quietly—yet materially—expanded Windows 365’s regional footprint in Asia by making the Korea Central Azure region available for Cloud PC provisioning, enabling organizations operating in South Korea to host Cloud PC storage and compute within the country and reduce latency for...

Microsoft’s move to put the full Windows desktop into the cloud—branded as Windows 365 and marketed around the new “Cloud PC” concept—changed how organizations and users think about Windows devices: instead of tying a personalized Windows experience to a single laptop or desktop, Microsoft...

NVIDIA’s vGPU 19.0 release signals a pivotal moment for enterprise virtualization, as it brings unprecedented power and flexibility to modern data centers leveraging the formidable NVIDIA RTX PRO 6000 Blackwell Series GPUs. By marrying innovations like Multi-Instance GPU (MIG) partitioning with...

In a move that underscores the evolving dynamics of the artificial intelligence (AI) industry, OpenAI has entered into a strategic partnership with Google Cloud to address the surging demand for AI services. This collaboration is particularly noteworthy given the competitive landscape between...

The world of artificial intelligence has been defined as much by heated competition as by partnerships of convenience. Behind the headlines touting the rivalry between OpenAI and Google, two of the sector’s deepest-pocketed titans, a more nuanced reality is emerging—one marked by shifting...

NVIDIA’s DGX Cloud Lepton is poised to become a significant force in democratizing high-performance AI infrastructure throughout Europe and beyond, bridging the critical gap between ambitious developers and the unprecedented power of the global NVIDIA compute ecosystem. As demand for AI-driven...

In a significant move to bolster India's artificial intelligence (AI) capabilities, Microsoft and Yotta Data Services have announced a strategic partnership aimed at accelerating AI development within the country. This collaboration integrates Microsoft's Azure AI services with Yotta's Shakti...

In a significant move to bolster India's artificial intelligence (AI) landscape, Microsoft and Yotta Data Services have announced a strategic partnership aimed at accelerating AI adoption across the nation. This collaboration integrates Microsoft's Azure AI services with Yotta's Shakti Cloud...

As IPO anticipation simmers for AI cloud provider CoreWeave, the company was thrust into the spotlight this week after reports surfaced alleging a rupture with its largest client, Microsoft. For industry watchers tracking the trajectory of AI infrastructure startups—and the delicate dependency...

CoreWeave Debunks Microsoft Cancellation Rumors; IPO on the Horizon In a twist characteristic of today’s fast-moving tech world, CoreWeave—the Nvidia-backed AI cloud startup poised for a blockbuster IPO—has come forward to refute reports of contract cancellations with its major partner...

In a rapidly evolving cloud computing landscape, even the most high-profile partnerships can face turbulence. Microsoft's reported decision to scale back portions of its agreements with CoreWeave—an ambitious AI-powered cloud provider with heavyweight backing from Nvidia—signals more than a...