Coverage of CoreWeave, Nebius, and the rise of GPU-first "neocloud" providers.
6 stories · Updated 2026-05-01
CoreWeave surged 42% in April and Nebius drew a new Citi target, yet McKinsey and industry veterans caution that the bare-metal AI cloud model carries outsized risk.
The agreement gives Anthropic a new tranche of Nvidia-powered data center capacity in the US, as demand for Claude continues to surge past a $30 billion annual run rate.
The Nvidia manufacturing partner's quarterly results signal that hyperscaler appetite for AI compute hardware remains robust despite geopolitical headwinds.
The three tech giants are committing to gigawatts of gas generation capacity to feed insatiable AI energy demand, raising questions about long-term resource and climate exposure.
The investment integrates Marvell's custom chip design and silicon photonics technology into Nvidia's AI infrastructure ecosystem, giving hyperscalers more options beyond standard GPU configurations.
