Venture
fromTNW | Nvidia
2 days agoNVIDIA tops $40bn in AI equity bets in 2026
NVIDIA is making large AI equity investments, often via warrants and structured commitments, to ensure GPU-based compute capacity is built around its hardware.
#neocloud
#neocloud
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#ai-infrastructure #data-centers #nebius #gpu-cloud #ai-investment #gpu-compute #structured-equitywarrants
#nebius
European startups
fromTNW | Corporates-Innovation
1 week agoNebius acquires 20-person Eigen AI for $643M as inference optimisation becomes AI infrastructure's most valuable layer
Nebius acquires Eigen AI for $643 million, enhancing its AI infrastructure capabilities in a rapidly expanding neocloud market.
Artificial intelligence
fromFortune
5 months agoCoreWeave CEO: Despite see-sawing stock, IPO was 'incredibly successful' after challenges of Liberation Day tariff timing | Fortune
CoreWeave's IPO succeeded amid volatility; revenue backlog doubled and customer commitments grew while aggressive, debt-fueled expansion drove stock swings and rising debt.
fromComputerWeekly.com
5 months agoCBRE charts rise of neocloud providers within European colocation market | Computer Weekly
The European colocation market is plugging the demand gaps for datacentre capacity caused by the waning appetites of hyperscale cloud firms by cozying up to neocloud providers, research from CBRE shows. The real estate consultancy's third quarter look at the state of the European datacentre market reveals that, despite a drop-off in hyperscaler demand for colocation capacity, the amount being acquired for hosting artificial intelligence (AI) workloads has soared.
Miscellaneous
Artificial intelligence
fromComputerWeekly.com
6 months agoRevenue generated by neoclouds expected to exceed $23bn in 2025, predicts Synergy | Computer Weekly
Neocloud GPU-as-a-service providers will drive over $23bn revenue in 2025 and could reach $180bn by 2030 despite financing, power, and hardware challenges.
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