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Rackspace Technology has joined the NVIDIA Cloud Partner Program to deliver sovereign enterprise AI solutions. Integrating NVIDIA Blackwell architecture with Palantir software, Rackspace will operate…
Broadcom introduced VMware Private AI Cloud, a secure, cost-effective platform for enterprises to build, run, and govern private AI models where their data resides. The solution addresses hardware co…
IBM signed a $240M multi-year deal with Together AI to deploy NVIDIA HGX B300 systems on IBM Cloud, boosting NVIDIA's enterprise AI infrastructure footprint and demonstrating continued strong demand …
Rackspace signed a definitive AMD deal to deploy 30MW of AMD Instinct GPU/EPYC CPU compute capacity by 2028, targeting $450-600M annual revenue with 50%+ EBITDA margins, validating AMD's enterprise A…
Rackspace signed a major agreement with AMD to deploy 30 megawatts of AMD-based compute power, including MI355X/MI350P GPUs, through 2028. To fund this AI enterprise expansion, Rackspace is cutting 1…
AMD and Rackspace Technology signed a definitive agreement for a 30 MW deployment of AMD-based compute across Rackspace data centers from 2026 to 2028. This partnership establishes a governed enterpr…
Microsoft is in talks with Anthropic to supply AI chips (Maia 200) as a cheaper alternative to NVIDIA for inference tasks. Anthropic has been increasing Azure server rentals, supporting Microsoft's A…
Dell Technologies announces comprehensive AI Factory advancements with NVIDIA, featuring agentic AI solutions, accelerated data platforms, next-gen infrastructure, and ecosystem partnerships to strea…
Alphabet's acquisition of Wiz boosts Google Cloud's security and AI capabilities, strengthening its competitive position against Amazon and Microsoft in the cloud market. Strong AI adoption and growi…
AI cloud startup PaleBlueDot raised $150M to expand US and Asia operations, buying Nvidia GPUs amid strong demand and easing US export restrictions on Nvidia's AI chips to China.
Hewlett Packard Enterprise and NVIDIA deepen collaboration by launching an AI Factory Lab in Grenoble, enhancing AI development capabilities.
NVIDIA leads big data AI growth with strong demand for AI GPUs and Blackwell architecture, driving revenue and earnings forecasts upward. Dell also benefits from AI server demand, while competitors P…
Google Cloud partners with VAST Data to launch a managed AI Operating System enabling seamless hybrid AI workloads with fast data access, reducing migration costs and boosting TPU performance for ent…
NetApp partnered with NVIDIA to launch AI-ready enterprise storage solutions, enhancing infrastructure for AI workloads and accelerating AI adoption in the Middle East with data-driven innovations.
Google Cloud launches powerful G4 VMs with Nvidia RTX PRO 6000 and AMD EPYC CPUs, boosting AI performance up to 9x for enterprise applications, strengthening its position in AI infrastructure.
Oracle's strong AI and cloud deal pipeline drives impressive RPO growth, while Alphabet and Microsoft solidify leadership with major AI contracts, fueling competitive cloud infrastructure expansion.
ASUS launched AI Factory, featuring NVIDIA-accelerated servers and AMD EPYC processors, to enhance AI infrastructure in the Middle East, focusing on scalable, energy-efficient platforms to accelerate…
Oracle's cloud margin concerns weigh on stock amid high Nvidia chip costs. Upcoming Oracle World and Analyst Day events may clarify margin strategy and boost confidence. Despite short-term pressure, …
Hitachi launched a global AI Factory built on NVIDIA's full-stack AI architecture, deploying Blackwell GPUs and RTX PRO servers to accelerate physical AI, digital twins, and enterprise deployments ac…
Nvidia will invest up to $100 billion in OpenAI and supply data-center chips, committing at least 10 gigawatts; hardware deliveries begin late 2026, boosting Nvidia’s AI infrastructure lead and lifti…