| NVIDIA and IREN Announce 5GW AI Infrastructure Partnership | https://letsdatascience.com/news/nvidia-and-iren-announce-5gw-ai-infrastructure-partnership-6945bf4f | 52 | 21 | 95 | 14 | 95 |
| US Hyperscale Data Center Market Industry Outlook & Forecast 2025-2030 | A $290 Billion Market by 2030 Fueled by AI and Cloud Demand - ResearchAndMarkets.com | https://www.businesswire.com/news/home/20251021563178/en/US-Hyperscale-Data-Center-Market-Industry-Outlook-Forecast-2025-2030-A-%24290-Billion-Market-by-2030-Fueled-by-AI-and-Cloud-Demand---ResearchAndMarkets.com | 50 | 61 | 97 | 28 | 95 |
| Billions are flowing into AI infrastructure. Why is compute still out of reach for many startups? | https://asiatechdaily.com/billions-are-flowing-into-ai-infrastructure-why-is-compute-still-out-of-reach-for-many-startups/ | 45 | 15 | 95 | 11 | 95 |
| Inside Dell & CoreWeave's World First Vera Rubin Deployment | https://datacentremagazine.com/news/inside-dell-and-coreweave-world-first-vera-rubin-deployment | 45 | 31 | 95 | 24 | 95 |
| NVIDIA and Partners Build America’s AI Infrastructure and Create Blueprint to Power the Next Industrial Revolution | https://nvidianews.nvidia.com/news/nvidia-partners-ai-infrastructure-america | 43 | 58 | 97 | 34 | 95 |
| The Sequence #707: Rise of the Neo-Clouds: Can Startups Beat the Cloud Giants in AI Compute? | https://thesequence.substack.com/p/the-sequence-706-rise-of-the-neo | 43 | 65 | 97 | 11 | 94 |
| What is a neocloud? — and three telecom opportunities | https://www.rcrwireless.com/20250709/fundamentals/what-is-a-neocloud | 43 | 36 | 96 | 9 | 94 |
| 5 Companies Setting Up Hyperscale Data Centres of More Than 1 GW in India | https://tradebrains.in/5-companies-setting-up-hyperscale-data-centres-of-more-than-1-gw-in-india/ | 43 | 28 | 96 | 21 | 95 |
| Neocloud Market Forecast to Approach $400B by 2031, Driven by Surging AI Infrastructure Demand | https://www.srgresearch.com/articles/neocloud-market-forecast-to-approach-400b-by-2031-driven-by-surging-ai-infrastructure-demand | 42 | 34 | 96 | 1 | 94 |
| NVIDIA Invests $2 Billion in Nebius to Advance AI Cloud Infrastructure | https://mlq.ai/news/nvidia-invests-2-billion-in-nebius-to-advance-ai-cloud-infrastructure/ | 42 | 37 | 96 | 32 | 95 |
| Neoclouds vs Hyperscalers: The Rise of AI-First Infrastructure (What It Means for You) | https://www.nextdc.com/blog/neoclouds-vs-hyperscalers-the-rise-of-ai-first-infrastructure-and-what-it-means-for-you | 42 | 25 | 96 | 12 | 94 |
| Top 10: Fastest Growing Data Centre Companies | https://datacentremagazine.com/top10/top-10-fastest-growing-data-centre-companies | 41 | 31 | 95 | 24 | 95 |
| Neocloud Stocks Investment Analysis 2026: AI Infrastructure Boom | https://intellectia.ai/blog/neocloud-stocks-investment-analysis-2026 | 41 | 17 | 95 | 14 | 95 |
| Nscale and VAST Data Partner to Build Global AI Infrastructure | https://www.techerati.com/news-hub/nscale-and-vast-data-partner-to-build-global-ai-infrastructure/ | 41 | 27 | 96 | 21 | 95 |
| Data Center Infrastructure in 2026 | https://www.delloro.com/2026-predictions-data-center-infrastructure/ | 41 | 25 | 95 | 1 | 94 |
| OpenAI Signs US$38bn AWS Deal to Scale AI Data Centre Power | https://datacentremagazine.com/news/openai-inks-38bn-aws-deal-to-scale-ai-data-centre-power | 40 | 31 | 95 | 24 | 95 |
| CoreWeave Files for IPO: Specialized AI Cloud Provider Eyes Next Phase of Growth | https://futurumgroup.com/insights/coreweave-ipo-filing-specialized-ai-cloud-infrastructure/ | 40 | 32 | 96 | 24 | 95 |
| AI Datacenter Liquid Cooling Market to Reach USD 17.8 Billion by 2036 as Hyperscale AI Infrastructure Drives Thermal Management Transformation | https://www.morningstar.com/news/accesswire/1163831msn/ai-datacenter-liquid-cooling-market-to-reach-usd-178-billion-by-2036-as-hyperscale-ai-infrastructure-drives-thermal-management-transformation | 39 | 48 | 96 | 12 | 95 |
| GPU as a Service Market Size, Share, Growth, Analysis, 2034 | https://straitsresearch.com/report/gpu-as-a-service-market | 38 | 37 | 96 | 31 | 95 |
| Europe Data Center GPU Market Size, Share and Analysis, 2034 | https://www.marketdataforecast.com/market-reports/europe-data-center-gpu-market | 38 | 34 | 96 | 11 | 94 |
| The rise of Neocloud in the AI landscape | https://www.jll.com/en-us/insights/the-rise-of-neocloud-in-the-ai-landscape | 38 | 48 | 97 | 12 | 94 |
| Cisco’s Hyperscale And Cloud AI Push Will Give It Enterprise Clout | https://www.nextplatform.com/compute/2025/06/12/ciscos-hyperscale-and-cloud-ai-push-will-give-it-enterprise-clout/100798 | 38 | 36 | 96 | 2 | 94 |
| Data Centre Stocks: 45 Companies Riding The AI Megatrend In Cooling, Power & Infra | https://tradebrains.in/data-centre-stocks-45-companies-riding-the-ai-megatrend-in-cooling-power-infra/ | 38 | 28 | 96 | 21 | 95 |
| Hyperscalers map out AI clusters and networking at Open Compute Project | https://www.mobileeurope.co.uk/hyperscalers-map-out-ai-clusters-and-networking-at-open-compute-project/ | 37 | 26 | 95 | 7 | 94 |
| Data Centers Liquid Immersion Cooling Market Size, Share, 2034 | https://www.fortunebusinessinsights.com/data-center-liquid-immersion-cooling-market-103759 | 36 | 48 | 97 | 9 | 94 |
| Top five AI data center projects in India | https://www.rcrwireless.com/20250425/fundamentals/top-five-ai-data-center-india | 36 | 36 | 96 | 9 | 94 |
| Global High-Density AI Racks Market to Reach USD 5 Billion by 2036 as AI Training Infrastructure, Hyperscale Data Centers, and GPU-Dense Computing Accelerate Worldwide | https://www.24-7pressrelease.com/press-release/535550/global-high-density-ai-racks-market-to-reach-usd-5-billion-by-2036-as-ai-training-infrastructure-hyperscale-data-centers-and-gpu-dense-computing-accelerate-worldwide | 35 | 34 | 96 | 4 | 94 |
| Western Digital Adds Former NVIDIA Executive Manuvir Das to Board | https://www.citybiz.co/article/852411/western-digital-adds-former-nvidia-executive-manuvir-das-to-board/ | 35 | 33 | 95 | 5 | 95 |
| Visionbay Selects Netris for Taiwan GPU Supercluster | https://letsdatascience.com/news/visionbay-selects-netris-for-taiwan-gpu-supercluster-035354ee | 34 | 21 | 95 | 14 | 95 |
| The $640 Billion Gold Rush: Where AI Infrastructure Money Actually Goes — and Who Gets Rich | https://avanzaenergy.substack.com/p/the-640-billion-gold-rush-where-ai | 34 | 65 | 97 | 0 | 93 |
| Co-Packaged Optics Race: Strategic Approaches from NVIDIA and Broadcom | https://www.idtechex.com/en/research-article/co-packaged-optics-race-strategic-approaches-from-nvidia-and-broadcom/34467 | 34 | 31 | 95 | 2 | 94 |
| Gearing Up for the Gigawatt Data Center Age | https://blogs.nvidia.com/blog/networking-matters-more-than-ever/ | 34 | 58 | 97 | 39 | 96 |
| Gorilla Technology to deploy over 5,000 GPUs in India AI infrastructure deal, eyes $500 million revenue | https://www.crnasia.com/india/news/2026/gorilla-to-deploy-over-5-000-gpus-for-yotta-in-500-million-india-ai-infrastructure-deal | 34 | 25 | 95 | 0 | 92 |
| Beyond hyperscale: How Vultr is rewiring AI infrastructure with sovereignty, cost efficiency, and platform engineering | https://www.expresscomputer.in/news/beyond-hyperscale-how-vultr-is-rewiring-ai-infrastructure-with-sovereignty-cost-efficiency-and-platform-engineering/135756/ | 33 | 34 | 96 | 4 | 94 |
| NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud | http://nvidianews.nvidia.com/news/nvidia-and-nebius-partner-to-scale-full-stack-ai-cloud | 33 | 58 | 97 | 34 | 95 |
| AI startup Nscale came out of nowhere and is blowing away Nvidia CEO Jensen Huang | https://www.cnbc.com/2025/09/17/ai-startup-nscale-from-uk-is-blowing-away-nvidia-ceo-jensen-huang.html | 33 | 62 | 97 | 24 | 95 |
| 10 Top Cloud Infrastructure Stocks to Watch | https://www.tikr.com/blog/10-top-cloud-infrastructure-stocks-to-watch | 33 | 17 | 95 | 4 | 95 |
| Nvidia And AI ‘Supercharged’ Microsoft, Amazon And Google Cloud Infrastructure Growth | https://www.crn.com/news/cloud/2024/nvidia-and-ai-supercharged-microsoft-amazon-and-google-cloud-infrastructure-growth | 33 | 46 | 97 | 13 | 94 |
| Neoclouds Currently Growing by Over 200% per Year; Will Reach $180 Billion in Revenues by 2030 | https://www.srgresearch.com/articles/neoclouds-currently-growing-by-over-200-per-year-will-reach-180-billion-in-revenues-by-2030 | 33 | 34 | 96 | 1 | 94 |
| NVIDIA’s record Q1 shows how AI infrastructure demand is reshaping growth | https://www.dqindia.com/news/nvidias-record-q1-shows-how-ai-infrastructure-demand-is-reshaping-growth-11858889 | 33 | 28 | 95 | 0 | 93 |
| Hyperscalers Bringing Nvidia’s Grace-Blackwell Superchip To Their Clouds | https://www.nextplatform.com/cloud/2024/03/21/hyperscalers-bringing-nvidias-grace-blackwell-superchip-to-their-clouds/1656726 | 33 | 36 | 96 | 2 | 94 |
| NVIDIA’s AI Strategy: Analysis of Expanding Dominance in AI Beyond Silicon | https://www.klover.ai/nvidia-ai-strategy-analysis-expanding-dominance-in-ai-beyond-silicon/ | 33 | 14 | 95 | 1 | 94 |
| ON-DEMAND WEBCAST - Break the Bottleneck: High-capacity Optics for Next-Gen GPU Clusters | https://www.fibre-systems.com/webcast/break-bottleneck-high-capacity-optics-next-gen-gpu-clusters | 32 | 15 | 95 | 0 | 93 |
| AI Optical Networking: Nvidia’s $4B Bet On AI Infrastructure | https://www.indmoney.com/blog/us-stocks/ai-optical-networking-stocks-nvidia-ai-infrastructure | 32 | 22 | 96 | 0 | 94 |
| Unraveling the OpenAI Partnerships and Investor Opportunities | https://drrobertcastellano.substack.com/p/unraveling-the-openai-partnerships | 32 | 65 | 97 | 1 | 94 |
| After the Power Crunch, AI Infrastructure Hits a Silicon Wall | https://www.datacenterknowledge.com/infrastructure/after-the-power-crunch-ai-infrastructure-hits-a-gpu-wall | 31 | 41 | 96 | 2 | 94 |
| AI Training GPU Cluster Sales Market Size | CAGR of 17% | https://market.us/report/ai-training-gpu-cluster-sales-market/ | 31 | 42 | 96 | 34 | 95 |
| Argentum AI Secures $2.5 Billion European Data Center Deal Amid AI Infrastructure Booms | https://www.cxodigitalpulse.com/argentum-ai-secures-2-5-billion-european-data-center-deal-amid-ai-infrastructure-booms/ | 31 | 16 | 95 | 0 | 93 |
| 2024 Was a Boon Year for Sales of Data Center Gear - Thanks to Generative AI | https://www.srgresearch.com/articles/2024-was-a-boon-year-for-sales-of-data-center-gear-thanks-to-generative-ai | 31 | 34 | 96 | 1 | 94 |
| Hyperscaler buildouts eclipse enterprise data center expansions | https://www.ciodive.com/news/hyperscale-ai-infrastructure-eclipses-enterprise-data-center-capacity-srg/751744/ | 31 | 44 | 96 | 5 | 94 |
| Nvidia stock erases early losses ahead of earnings: what to expect | https://www.tradingview.com/news/invezz:5d7872271094b:0-nvidia-stock-erases-early-losses-ahead-of-earnings-what-to-expect/ | 31 | 51 | 97 | 23 | 95 |
| 5 Top Data Center Stocks in 2026 | https://intellectia.ai/blog/data-center-stocks | 31 | 17 | 95 | 14 | 95 |
| SK Telecom doubles down on AI with OpenAI tie-up and new subsidiary | https://www.fierce-network.com/cloud/sk-telecom-doubles-down-ai-openai-tie-and-new-subsidiary | 31 | 44 | 96 | 0 | 93 |
| RackBank®, India’s premier provider of carbon-neutral datacenter infrastructure, has launched its massive ₹1000 crore AI-focused Datacentre Park in Raipur, Chhattisgarh—marking a bold leap in India's AI infrastructure. The project, inaugurated by Chief Mini | https://www.linkedin.com/posts/analytics-india-magazine_rackbank-indias-premier-provider-of-carbon-neutral-activity-7324655266925346816-oNZc | 31 | 90 | 98 | 73 | 97 |
| Nivida Brings HGX-1 Hyperscale GPU To Microsoft Project Olympus Open Source Server Hardware | https://www.silicon.co.uk/cloud/nvidia-project-olympus-206878 | 31 | 32 | 95 | 1 | 94 |
| OpenAI’s $1T Infrastructure Plan Is Transforming AI | https://builtin.com/articles/openai-cloud-deals | 30 | 48 | 96 | 41 | 96 |
| ARM Stock Soars 118% in a Year: Is the Buying Opportunity Gone? | https://www.tradingview.com/news/zacks:7a45b5ad1094b:0-arm-stock-soars-118-in-a-year-is-the-buying-opportunity-gone/ | 29 | 51 | 97 | 23 | 95 |
| Data Centers 2026: Solving The Speed Squeeze | https://datacenterrichness.substack.com/p/data-centers-2026-solving-the-speed | 29 | 65 | 97 | 3 | 94 |
| Argentum AI picks Rafay for GPU software orchestration | https://datacenter.news/story/argentum-ai-picks-rafay-for-gpu-software-orchestration | 28 | 19 | 95 | 14 | 94 |
| Nebius Designs the Agentic Era of AI Cloud Platforms with NVIDIA Investment | https://futurumgroup.com/insights/nebius-designs-the-agentic-era-of-ai-cloud-platforms-with-nvidia-investment/ | 28 | 32 | 96 | 24 | 95 |
| The evolution of neoclouds and their next moves | https://www.mckinsey.com/capabilities/tech-and-ai/our-insights/the-evolution-of-neoclouds-and-their-next-moves | 26 | 62 | 97 | 29 | 95 |
| CrowdStrike expands Nvidia AI security with new tie-ups | https://securitybrief.com.au/story/crowdstrike-expands-nvidia-ai-security-with-new-tie-ups | 26 | 28 | 96 | 22 | 95 |
| NVIDIA (NVDA): Powering the AI Revolution – A Deep Dive into its Business, Performance, and Future Outlook | http://markets.chroniclejournal.com/chroniclejournal/article/predictstreet-2025-10-21-nvidia-nvda-powering-the-ai-revolution-a-deep-dive-into-its-business-performance-and-future-outlook | 26 | 26 | 96 | 19 | 95 |
| This multibagger AI stock to be in focus on Wednesday as company secures ₹177 crore order from MeitY’s IndiaAI mission | https://www.livemint.com/market/stock-market-news/this-multibagger-ai-stock-to-be-in-focus-on-wednesday-as-company-secures-rs-177-crore-order-from-meity-s-indiaai-mission-11756822589156.html | 26 | 50 | 97 | 10 | 95 |
| Sovereign AI Selects Accenture and Palantir to Help Build Next Generation AI Infrastructure Across EMEA | https://newsroom.accenture.com/news/2026/sovereign-ai-selects-accenture-and-palantir-to-help-build-next-generation-ai-infrastructure-across-emea | 24 | 58 | 97 | 39 | 95 |
| Investors pivot to GPUs as long-term AI infrastructure | https://datacentrenews.uk/story/investors-pivot-to-gpus-as-long-term-ai-infrastructure | 24 | 19 | 95 | 13 | 94 |
| Hyperscale Operators to Account for 67% of all Data Center Capacity by 2031 | https://www.srgresearch.com/articles/hyperscale-operators-to-account-for-67-of-all-data-center-capacity-by-2031 | 24 | 34 | 96 | 1 | 94 |
| Powering the Next Frontier of Networking for AI Platforms with NVIDIA DOCA 3.0 | NVIDIA Technical Blog | https://developer.nvidia.com/blog/powering-the-next-frontier-of-networking-for-ai-platforms-with-nvidia-doca-3-0/ | 24 | 58 | 97 | 46 | 96 |
| The World's Total Data Center Capacity is Shifting Rapidly to Hyperscale Operators | https://www.srgresearch.com/articles/the-worlds-total-data-center-capacity-is-shifting-rapidly-to-hyperscale-operators | 24 | 34 | 96 | 1 | 94 |
| 7 Best Data Center Stocks, ETFs and REITs | https://money.usnews.com/investing/articles/best-data-center-stocks | 24 | 56 | 97 | 41 | 95 |
| Nvidia Earnings Signal Expanding AI Infrastructure—and New ERP Risk Dependencies | https://erp.today/nvidia-earnings-ai-infrastructure-erp-risk/ | 24 | 27 | 95 | 21 | 95 |
| Nvidia Forms AI Infrastructure Partnerships in South Korea | https://letsdatascience.com/news/nvidia-forms-ai-infrastructure-partnerships-in-south-korea-b467e2ba | 24 | 21 | 95 | 14 | 95 |
| “Mellanox makes Nvidia world’s biggest communications co” | https://en.globes.co.il/en/article-mellanox-makes-nvidia-worlds-biggest-communications-co-1001545587 | 24 | 39 | 96 | 27 | 95 |
| Why Seagate and Western Digital Are Rising Alongside Nvidia’s AI Boom | https://drrobertcastellano.substack.com/p/why-seagate-and-western-digital-are | 24 | 65 | 97 | 1 | 94 |
| L&T Launches Vyoma.AI To Build AI Infrastructure | https://letsdatascience.com/news/lt-launches-vyomaai-to-build-ai-infrastructure-fcf7757b | 24 | 21 | 95 | 14 | 95 |
| AI driven enterprise DC spending revival of 2024 won't last | https://www.theregister.com/on-prem/2025/01/08/ai-driven-enterprise-dc-spending-revival-of-2024-wont-last/317324 | 24 | 54 | 97 | 10 | 95 |
| IDC says global server revenue hits USD $444.1 billion | https://datacenternews.asia/story/idc-says-global-server-revenue-hits-usd-444-1-billion | 24 | 36 | 95 | 15 | 95 |
| Why Perth Is the Smart Expansion Play for Neocloud Providers considering Singapore | https://www.nextdc.com/blog/why-perth-is-the-smart-expansion-play-for-neocloud-providers-considering-singapore | 24 | 25 | 96 | 12 | 94 |
| The 20 Coolest Cloud Infrastructure Companies Of The 2026 Cloud 100 | https://www.crn.com/news/cloud/2026/the-20-coolest-cloud-infrastructure-companies-of-the-2026-cloud-100 | 20 | 46 | 97 | 13 | 94 |
| Lion Group Signs MOU to Acquire AI Infrastructure Provider Aquila Hash | https://www.citybiz.co/article/862345/lion-group-signs-mou-to-acquire-ai-infrastructure-provider-aquila-hash/ | 17 | 33 | 95 | 5 | 95 |
| Solid-state Transformers Market Size, Share, Latest Trends & Growth Analysis, 2025-2030 for US Data Centers | https://www.marketsandmarkets.com/Market-Reports/us-data-centers-solid-state-transformers-market-51807964.html | 15 | 50 | 97 | 8 | 94 |
| Nebius Touts $10B, 310 MW Data Center Plan | https://www.datacenterknowledge.com/data-center-construction/nebius-s-10b-310mw-data-center-plan-signals-ai-infrastructure-shift | 15 | 41 | 96 | 2 | 94 |
| The sovereign advantage for Canadian AI | https://financialpost.com/sponsored/news-sponsored/the-sovereign-advantage-for-canadian-ai | 14 | 44 | 97 | 39 | 95 |
| Data Center GPU Market | Global Market Analysis Report - 2035 | https://www.futuremarketinsights.com/reports/data-center-gpu-market | 14 | 42 | 96 | 5 | 94 |
| AI Demand Is Fueling the Rise of Neoclouds | https://www.pymnts.com/news/artificial-intelligence/2025/ai-demand-is-fueling-the-rise-of-neoclouds/ | 13 | 50 | 97 | 17 | 95 |
| How CRWV's New MLPerf Records Boost Customer Adoption & Market Share | https://www.tradingview.com/news/zacks:c094a9b32094b:0-how-crwv-s-new-mlperf-records-boost-customer-adoption-market-share/ | 12 | 51 | 97 | 23 | 95 |
| The Crypto to AI Power Shift Accelerates | https://datacenterrichness.substack.com/p/the-crypto-to-ai-power-shift-accelerates | 12 | 65 | 97 | 3 | 94 |
| Nvidia, Google Cloud expand AI cooperation, unveil new infrastructure and services | https://www.digitaltoday.co.kr/en/view/50738/nvidia-google-cloud-expand-ai-partnership-unveil-new-infrastructure-services | 12 | 27 | 96 | 1 | 94 |
| Gartner: Which AI Leaders Are Shaping Data Centre Demand? | https://datacentremagazine.com/news/gartner-who-are-the-global-ai-vendor-races-front-runners | 12 | 31 | 95 | 24 | 95 |
| Cisco Powers AI-Ready Data Centers, From Hyperscale to Enterprise | https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2025/m06/cisco-powers-ai-ready-data-centers-from-hyperscale-to-enterprise.html | 12 | 58 | 97 | 34 | 95 |
| Top 10: Liquid Cooling Companies | https://datacentremagazine.com/top10/top-10-liquid-cooling-companies | 12 | 31 | 95 | 24 | 95 |
| IREN and BE Networks Accelerate Deployment of Large-Scale AI Factory with NVIDIA DSX Air | https://www.tradingview.com/news/prnewswire:9d0e487333702:0-iren-and-be-networks-accelerate-deployment-of-large-scale-ai-factory-with-nvidia-dsx-air/ | 12 | 51 | 97 | 23 | 95 |
| Nvidia's H200 GPUs Make UK Debut as Ori Chooses Kao Data | https://datacentremagazine.com/articles/nvidias-h200-gpus-make-uk-debut-as-ori-chooses-kao-data | 12 | 31 | 95 | 24 | 95 |
| NVIDIA Introduces Revenue-Sharing AI Infrastructure Model to Expand Global AI Cloud Capacity | https://www.cxodigitalpulse.com/nvidia-introduces-revenue-sharing-ai-infrastructure-model-to-expand-global-ai-cloud-capacity/ | 11 | 16 | 95 | 0 | 93 |
| Hyperscale Data's Alliance Cloud Services Expands Collaboration with Silicon Valley Cloud Provider Following First NVIDIA GPU Deployment at Michigan Facility | https://finance.yahoo.com/news/hyperscale-datas-alliance-cloud-services-103000390.html | 11 | 69 | 97 | 53 | 96 |
| NVIDIA Q1 Earnings Call Highlights | https://www.tradingview.com/news/marketbeat:92030442e094b:0-nvidia-q1-earnings-call-highlights/ | 11 | 51 | 97 | 23 | 95 |
| Nebius achieves NVIDIA Exemplar Cloud on NVIDIA GB300 for training: Validated performance for hyperscale AI | https://nebius.com/blog/posts/nebius-achieves-nvidia-exemplar-cloud-on-nvidia-gb300-for-training | 11 | 36 | 95 | 24 | 95 |
| Microsoft Becomes First Cloud to Deploy NVIDIA Vera Rubin | https://www.techbuzz.ai/articles/microsoft-becomes-first-cloud-to-deploy-nvidia-vera-rubin | 11 | 25 | 95 | 1 | 94 |
| How does Aarna.ml 2.0 improve GPU cloud management? | https://analyticsindiamag.com/ai-news-updates/aarna-ml-releases-version-2-0-of-its-gpu-cloud-management | 11 | 37 | 96 | 31 | 95 |
| NVIDIA Pumps $2 Bn in Nebius to Scale Hyperscale AI Cloud Infra | https://analyticsindiamag.com/ai-news/nvidia-pumps-2-bn-in-nebius-to-scale-hyperscale-ai-cloud-infra | 11 | 37 | 96 | 31 | 95 |
| India Data Centre Market Dynamics Report H1 2025 | https://www.jll.com/en-in/insights/market-dynamics/india-data-centers | 11 | 48 | 97 | 12 | 94 |
| Neo cloud & GPUaaS reshape AI in Australia & New Zealand | https://itbrief.com.au/story/neo-cloud-gpuaas-reshape-ai-in-australia-new-zealand | 11 | 42 | 96 | 28 | 95 |
| Are GPU Data Centers the Best Choice for AI Infrastructure? | https://aimmediahouse.com/market-industry/gpu-data-centers-are-not-the-future-of-ai-infrastructure | 11 | 17 | 95 | 9 | 94 |
| AI Supercomputing Platforms Market Size Report, 2033 | https://www.grandviewresearch.com/industry-analysis/ai-supercomputing-platforms-market-report | 10 | 54 | 97 | 15 | 95 |
| Google makes chip push with Blackstone-backed AI cloud group | https://www.sphericalinsights.com/blogs/google-makes-chip-push-with-blackstone-backed-ai-cloud-group | 10 | 30 | 96 | 4 | 94 |
| Why STL is Investing US$100m in an AI Data Centre Expansion | https://datacentremagazine.com/news/stl-invests-us-100m-in-ai-data-centre-expansion | 10 | 31 | 95 | 24 | 95 |
| Aurionpro Secures ₹350 Crore Hyperscale Data Centre Contract | https://techgig.com/news/cloud-infrastructure/aurionpro-secures-350-crore-hyperscale-data-centre-contract/129546611 | 10 | 26 | 95 | 6 | 94 |
| AI Neocloud Playbook and Anatomy | https://newsletter.semianalysis.com/p/ai-neocloud-playbook-and-anatomy | 10 | 34 | 95 | 20 | 95 |
| Neocloud Providers to Capture 20% of $267 bn AI Cloud Market by 2030 as GPU Demand Surges: Gartner | https://infotechlead.com/cloud/neocloud-providers-to-capture-20-of-267-bn-ai-cloud-market-by-2030-as-gpu-demand-surges-gartner-96813 | 9 | 22 | 95 | 15 | 95 |
| AI Datacenter Growth Likely to Power NVIDIA's Strong Q1 Revenues | https://www.tradingview.com/news/zacks:d4a469fe8094b:0-ai-datacenter-growth-likely-to-power-nvidia-s-strong-q1-revenues/ | 9 | 51 | 97 | 23 | 95 |
| AI Demand to Drive $600B From the Big Five for GPU and Data Center Boom by 2026 | https://carboncredits.com/ai-demand-to-drive-600b-from-the-big-five-for-gpu-and-data-center-boom-by-2026/ | 9 | 28 | 95 | 23 | 95 |
| 10 Artificial Intelligence (AI) Infrastructure Stocks to Buy for the $400 Billion Buildout | https://www.theglobeandmail.com/investing/markets/markets-news/Motley%20Fool/36185144/10-artificial-intelligence-ai-infrastructure-stocks-to-buy-for-the-400-billion-buildout/ | 9 | 50 | 97 | 9 | 95 |
| AI Infrastructure Titans by Market Cap - From GPUs to cloud giants, a snapshot of the top companies | https://www.voronoiapp.com/technology/AI-Infrastructure-Titans-by-Market-Cap---From-GPUs-to-cloud-giants-a-snapshot-of-the-top-companies-6878 | 9 | 24 | 96 | 0 | 94 |
| Nebius: $2 Billion Strategic Investment From NVIDIA To Build Hyperscale AI Cloud Infrastructure | https://pulse2.com/nebius-2-billion-strategic-investment-from-nvidia-to-build-hyperscale-ai-cloud-infrastructure/ | 9 | 35 | 95 | 28 | 95 |
| Vultr and SUSE partner for Kubernetes AI cloud launch | https://itbrief.co.uk/story/vultr-and-suse-partner-for-kubernetes-ai-cloud-launch | 9 | 29 | 95 | 25 | 95 |
| NVIDIA's ACIE Business Is Booming: What Is Driving the Surge? | https://www.tradingview.com/news/zacks:a492faf8e094b:0-nvidia-s-acie-business-is-booming-what-is-driving-the-surge/ | 9 | 51 | 97 | 23 | 95 |
| AI "computing power anxiety" reignites! Nvidia H100 GPU rental prices surge, Nebius and other cloud service providers rise in response | https://www.bitget.com/news/detail/12560605423132 | 9 | 41 | 96 | 14 | 95 |
| AI Data Center Market Size, Share, Growth, Analysis, Report, 2034 | https://straitsresearch.com/report/ai-data-center-market | 9 | 37 | 96 | 31 | 95 |
| Sakura Internet and Acompany validate confidential AI processing on GPU cloud | https://www.telecompaper.com/news/sakura-internet-and-acompany-validate-confidential-ai-processing-on-gpu-cloud--1575330 | 9 | 32 | 95 | 8 | 94 |
| As AI demand, data center revenue, and Blackwell Chips fuel massive growth, Nvidia's fiscal 2027 first quarter earnings surpass expectations. | https://vocal.media/trader/as-ai-demand-data-center-revenue-and-blackwell-chips-fuel-massive-growth-nvidia-s-fiscal-2027-first-quarter-earnings-surpass-expectations | 9 | 38 | 96 | 34 | 95 |
| Meta and NVIDIA: The Future of Data Centre Infrastructure | https://datacentremagazine.com/news/meta-and-nvidia-the-future-of-data-centre-infrastructure | 8 | 31 | 95 | 24 | 95 |
| Hyperscale Power takes on 140-year-old transformer tech | https://www.techbuzz.ai/articles/hyperscale-power-takes-on-140-year-old-transformer-tech | 8 | 25 | 95 | 1 | 94 |
| North America Data Center Liquid Cooling Market Report | https://www.marketdataforecast.com/market-reports/north-america-data-center-liquid-cooling-market | 8 | 34 | 96 | 11 | 94 |
| The next big shifts in AI workloads and hyperscaler strategies | https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-next-big-shifts-in-ai-workloads-and-hyperscaler-strategies | 8 | 62 | 97 | 29 | 95 |
| India’s AI data centre boom is real, but execution, not announcements, will decide outcomes | https://www.crnasia.com/india/news/2026/india-s-ai-data-centre-boom-is-real-but-execution-not-announcements-will-decide-outcomes | 8 | 25 | 95 | 0 | 92 |
| Photonic Packaging Market Size, Share, Trends | https://www.marketsandmarkets.com/Market-Reports/photonic-packaging-market-54907513.html | 8 | 50 | 97 | 8 | 94 |
| AI power: Expanding data center capacity to meet growing demand | https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/ai-power-expanding-data-center-capacity-to-meet-growing-demand | 8 | 62 | 97 | 29 | 95 |
| Gorilla Technology & Yotta Sign Landmark AI Infrastructure Deal, Establishing Major Position in India's Sovereign AI Buildout | https://investingnews.com/gorilla-technology-yotta-sign-landmark-ai-infrastructure-deal-establishing-major-position-in-india-s-sovereign-ai-buildout/ | 8 | 31 | 95 | 27 | 95 |
| NVIDIA GTC 2025: Overview | https://morethanmoore.substack.com/p/nvidia-gtc-2025-attendee-highlights | 8 | 65 | 97 | 5 | 95 |
| Nvidia’s AI Training Machine Keeps Accelerating While Broadcom and Marvell Battle for the Inference Market | https://drrobertcastellano.substack.com/p/nvidias-ai-training-machine-keeps | 8 | 65 | 97 | 1 | 94 |
| AWS and NVIDIA Extend Collaboration to Advance Generative AI Innovation | https://nvidianews.nvidia.com/news/aws-nvidia-generative-ai-innovation | 8 | 58 | 97 | 34 | 95 |
| Inside the relentless race for AI capacity | https://ig.ft.com/ai-data-centres/ | 8 | 65 | 97 | 27 | 95 |
| TD SYNNEX Expands AI Infrastructure-as-a-Service Portfolio with Dedicated NVIDIA HGX™ B300 Clusters on Nebius AI Cloud | https://www.businesswire.com/news/home/20260416628316/en/TD-SYNNEX-Expands-AI-Infrastructure-as-a-Service-Portfolio-with-Dedicated-NVIDIA-HGX-B300-Clusters-on-Nebius-AI-Cloud | 8 | 61 | 97 | 28 | 95 |
| These are the biggest AI data centers owned by Big Tech | https://www.neowin.net/news/these-are-the-biggest-ai-data-centers-owned-by-big-tech/ | 8 | 42 | 96 | 4 | 94 |
| DataOne and Nebius Partner for New US 300MW AI Data Centre | https://datacentremagazine.com/articles/dataone-and-nebius-partner-for-new-300mw-ai-data-centre | 8 | 31 | 95 | 24 | 95 |
| Siemens & nVent unveil AI data centre cooling plan | https://datacentrenews.uk/story/siemens-nvent-unveil-ai-data-centre-cooling-plan | 8 | 19 | 95 | 13 | 94 |
| Global Data Center Switch Market Size, Share Analysis 2035 | https://www.marketsandmarkets.com/Market-Reports/data-center-switch-market-78270108.html | 8 | 50 | 97 | 8 | 94 |
| Data Center Networking Market Report 2025-2031, by Offering, Geo, Tech | https://www.marketsandmarkets.com/Market-Reports/data-center-networking-market-1044.html | 8 | 50 | 97 | 8 | 94 |
| Intel CEO Says New Intel and NVIDIA Products Are in Development | https://windowsreport.com/intel-ceo-says-new-intel-and-nvidia-products-are-in-development/ | 8 | 32 | 96 | 28 | 95 |
| AI Infrastructure Buildouts and Memory Cost Inflation Drove Data Center Capex Higher in 1Q 2026, According to Dell’Oro Group | https://www.delloro.com/news/ai-infrastructure-buildouts-and-memory-cost-inflation-drove-data-center-capex-higher-in-1q-2026/ | 7 | 25 | 95 | 1 | 94 |
| Gorilla Technology Announces $2 Billion AI Infrastructure Deal in India with Supermicro, Expanding Strategic Collaboration Across Asia Pacific | https://www.newsfilecorp.com/release/299705/Gorilla-Technology-Announces-2-Billion-AI-Infrastructure-Deal-in-India-with-Supermicro-Expanding-Strategic-Collaboration-Across-Asia-Pacific | 7 | 34 | 96 | 0 | 94 |
| Analysis: Hyperscaler Earnings Show AI Demand Outrunning Infrastructure | https://www.datacenterknowledge.com/next-gen-data-centers/hyperscaler-earnings-show-ai-demand-outrunning-infrastructure | 7 | 41 | 96 | 2 | 94 |
| APLD vs. MSFT: Which AI Hosting and Hyperscale Stock Has More Upside? | https://www.tradingview.com/news/zacks:086b94467094b:0-apld-vs-msft-which-ai-hosting-and-hyperscale-stock-has-more-upside/ | 7 | 51 | 97 | 23 | 95 |
| AVGO stock poised for gains ahead of Q2 earnings June 3, AI revenue projected at $10.7B | https://eciks.org/5611-28733-avgo-stock-poised-for-gains-ahead-of-q2-earnings-june-3-ai-revenue-projected-at | 7 | 4 | 95 | 4 | 94 |
| SpaceX Signs $920M Monthly AI Compute Deal With Google for Hyperscale AI Infrastructure | https://www.tekedia.com/spacex-signs-920m-monthly-ai-compute-deal-with-google-for-hyperscale-ai-infrastructure/ | 7 | 20 | 95 | 3 | 94 |
| Ooredoo-Backed Syntys Acquires Q Data’s Hyperscale Data Centres to Expand Qatar Footprint | https://www.thefastmode.com/solution-vendors-m-a/46762-ooredoo-backed-syntys-acquires-q-data-s-hyperscale-data-centres-to-expand-qatar-footprint | 7 | 33 | 95 | 0 | 93 |
| Wiwynn and Ecosystem Partners to Showcase Co-Packaged Optics Innovations at Computex 2026 | https://www.tradingview.com/news/prnewswire:4f80ad5b9ca6f:0-wiwynn-and-ecosystem-partners-to-showcase-co-packaged-optics-innovations-at-computex-2026/ | 7 | 51 | 97 | 23 | 95 |
| Top 10: Hyperscalers | https://datacentremagazine.com/news/top-10-hyperscalers | 7 | 31 | 95 | 24 | 95 |
| Reliance becomes Meta's AI infrastructure partner in India with first data centre build | https://www.crnasia.com/india/news/2026/reliance-becomes-meta-s-ai-infrastructure-partner-in-india-with-first-data-centre-build | 7 | 25 | 95 | 0 | 92 |
| Wall Street Bets on Neoclouds Despite Fragile Economics | https://www.techbuzz.ai/articles/wall-street-bets-on-neoclouds-despite-fragile-economics | 7 | 25 | 95 | 1 | 94 |
| Following the 'NVIDIA tax' comes the 'memory tax'! Costs for AI infrastructure are spiraling out of control: memory's share of capital expenditure is set to surge to 30%. | https://news.futunn.com/en/post/72927711/following-the-nvidia-tax-comes-the-memory-tax-costs-for | 7 | 28 | 96 | 16 | 95 |
| Oracle Unveils Next-Generation Oracle Cloud Infrastructure Zettascale10 Cluster for AI | https://www.oracle.com/news/announcement/ai-world-oracle-unveils-next-generation-oci-zettascale10-cluster-for-ai-2025-10-14/ | 7 | 72 | 97 | 32 | 95 |
| AI Infrastructure for Small Businesses: How To Prepare Without Overcommitting | https://biztechmagazine.com/article/2026/03/ai-infrastructure-small-businesses-how-prepare-without-overcommitting | 7 | 42 | 96 | 28 | 95 |
| Midco announces historic connectivity deal to support AI infrastructure | https://siouxfalls.business/midco-announces-historic-connectivity-deal-to-support-ai-infrastructure/ | 7 | 19 | 95 | 12 | 95 |
| Hyperscalers’ New Role: The Engines Behind AI and Automation | https://www.oracle.com/cloud/hyperscaler-cloud/ | 7 | 72 | 97 | 32 | 95 |
| Sovereign AI Market Trends | https://www.marketsandmarkets.com/Market-Reports/sovereign-ai-market-142339478.html | 7 | 50 | 97 | 8 | 94 |
| Inside the virtual testbed for 50,000+ NVIDIA AI chips | https://www.stocktitan.net/news/IREN/iren-and-be-networks-accelerate-deployment-of-large-scale-ai-factory-efy1vbgtr04w.html | 7 | 28 | 95 | 1 | 94 |
| Meta Compute signals a gigawatt AI buildout but is it an internal engine or a future hyperscale rival? | https://www.edgeir.com/meta-compute-signals-a-gigawatt-ai-buildout-but-is-it-an-internal-engine-or-a-future-hyperscale-rival-20260123 | 7 | 22 | 95 | 0 | 94 |
| $2B AI data center build in India anchors Asia expansion | https://www.stocktitan.net/news/GRRR/gorilla-technology-announces-2-billion-ai-infrastructure-deal-in-e8qykp1zdrp7.html | 7 | 28 | 95 | 1 | 94 |
| Former AWS CEO Launches US$10bn AI Hyperscale Firm | https://businesschief.com/news/former-aws-ceo-launches-us-10bn-ai-hyperscale-firm | 7 | 28 | 95 | 20 | 95 |
| AI Boom Drives Data Center Capex to $1.7 Trillion by 2030, According to Dell’Oro Group | https://www.delloro.com/news/ai-boom-drives-data-center-capex-to-1-7-trillion-by-2030/ | 7 | 25 | 95 | 1 | 94 |
| Data Center Server Market Size, Share, Growth, Analysis, 2034 | https://straitsresearch.com/report/data-center-server-market | 7 | 37 | 96 | 31 | 95 |
| South Korea's 169% Semiconductor Export Supports AI Stocks, but Treasury Yields Remain the Key Risk | https://www.cruxinvestor.com/posts/south-koreas-169-semiconductor-export-supports-ai-stocks-but-treasury-yields-remain-the-key-risk | 7 | 16 | 95 | 1 | 94 |
| What Does the Calisa-GoodVision AI Merger Signify for the AI Infrastructure Market | https://www.kavout.com/market-lens/what-does-the-calisa-goodvision-ai-merger-signify-for-the-ai-infrastructure-market | 7 | 17 | 95 | 1 | 94 |
| Nvidia Blackwell GPUs to be offered via AWS, Microsoft, Google, Oracle, and others | https://www.datacenterdynamics.com/en/news/nvidia-blackwell-gpus-to-be-offered-via-aws-microsoft-google-oracle-and-others/ | 7 | 44 | 96 | 3 | 94 |
| Mistral AI launches Forge to help companies build proprietary AI models, challenging cloud giants | https://venturebeat.com/infrastructure/mistral-ai-launches-forge-to-help-companies-build-proprietary-ai-models | 7 | 55 | 97 | 50 | 96 |
| IREN Sweetwater Site: Inside the 2GW AI Infrastructure Campus | https://northwiseproject.com/iren-sweetwater-site/ | 7 | 0 | 94 | 0 | 94 |
| AI to drive 165% increase in data center power demand by 2030 | https://www.goldmansachs.com/insights/articles/ai-to-drive-165-increase-in-data-center-power-demand-by-2030 | 7 | 49 | 97 | 7 | 95 |
| OCP (Open Compute Project) Rack Market Forecast Report | https://www.globenewswire.com/news-release/2026/05/18/3296704/0/en/ocp-open-compute-project-rack-market-forecast-report-2025-2026-2030-opportunities-in-pre-configured-ai-rack-systems-among-hyperscale-and-neocloud-operators-and-liquid-cooling-integ.html | 7 | 59 | 97 | 33 | 95 |
| Data centre capex to hit $1.7tn by 2030 as AI infrastructure enters new expansion phase | https://www.fibre-systems.com/article/data-centre-capex-hit-17tn-2030-ai-infrastructure-enters-new-expansion-phase | 7 | 15 | 95 | 0 | 93 |
| Cipher Digital's $9B Pivot To AI Infrastructure Is Still Undervalued | https://seekingalpha.com/article/4888798-cipher-digitals-9b-pivot-to-ai-infrastructure-is-still-undervalued | 7 | 44 | 97 | 39 | 96 |
| AI Infrastructure Investment: The Hidden Boom in Construction Stocks | https://marketwise.com/investing/ai-infrastructure-investment-the-hidden-boom-in-construction-materials/ | 7 | 14 | 95 | 11 | 94 |
| LS Eco Energy Supplies Cables for Viettel AI Data Center | https://letsdatascience.com/news/ls-eco-energy-supplies-cables-for-viettel-ai-data-center-b5b1675e | 7 | 21 | 95 | 14 | 95 |
| Nvidia to invest USD 2 bln in Nebius and partners on AI infrastructure | https://www.telecompaper.com/news/nvidia-to-invest-usd-2-bln-in-nebius-and-partners-on-ai-infrastructure--1565002 | 7 | 32 | 95 | 8 | 94 |
| Hyosung launches hyperscale AI data center in Seoul | https://www.koreatimes.co.kr/business/tech-science/20260617/hyosung-launches-hyperscale-ai-data-center-in-seoul | 7 | 41 | 96 | 13 | 95 |
| AI’s $600B Question | https://sequoiacap.com/article/ais-600b-question/ | 7 | 39 | 96 | 22 | 95 |
| Yondr Acquisition Completed as Hyperscale and AI Infrastructure Race Accelerates | https://www.techerati.com/news-hub/yondr-acquisition-completed-as-hyperscale-and-ai-infrastructure-race-accelerates/ | 7 | 27 | 96 | 21 | 95 |
| Who is Investing in Bangkok as an AI Infrastructure Hub? | https://aimagazine.com/news/will-bangkok-become-southeast-asias-data-centre-hub | 7 | 35 | 95 | 24 | 95 |
| GPU Cloud Economics Explained – The Hidden Truth | https://newsletter.semianalysis.com/p/gpu-cloud-economics-explained-the | 7 | 34 | 95 | 20 | 95 |
| AMD Completes Acquisition of ZT Systems to Accelerate Hyperscale AI Deployment | https://www.thefastmode.com/solution-vendors-m-a/40818-amd-completes-acquisition-of-zt-systems-to-accelerate-hyperscale-ai-deployment | 7 | 33 | 95 | 0 | 93 |
| Bloom Energy Shows Why Fuel Cells — Not Nuclear — Is AI’s Future Power Source | https://247wallst.com/investing/2026/04/29/bloom-energy-shows-why-fuel-cells-not-nuclear-is-ais-future-power-source/ | 7 | 34 | 96 | 31 | 95 |
| Why STL is Investing US$100m Into US Supply Chain Expansion | https://supplychaindigital.com/news/why-stl-is-investing-us-100m-into-us-supply-chain-expansion | 7 | 37 | 96 | 31 | 95 |
| Upscale AI Raises $190M to Expand AI Networking Infrastructure | https://ventureburn.com/upscale-ai-raises-190m-to-expand-ai-networking-infrastructure/ | 7 | 25 | 95 | 19 | 95 |
| Amazon leads concentrated global hyperscale market | https://datacentrenews.uk/story/amazon-leads-concentrated-global-hyperscale-market | 7 | 19 | 95 | 13 | 94 |
| Armed With $1.2 Bn, Neysa Takes on Hyperscalers With Affordable AI Cloud Compute | https://analyticsindiamag.com/ai-startups/armed-with-12-bn-neysa-takes-on-hyperscalers-with-affordable-ai-cloud-compute | 7 | 37 | 96 | 31 | 95 |
| Nexthop AI: Next-generation Networking for an AI-driven World | https://lsvp.com/stories/nexthop-ai-next-generation-networking-for-an-ai-driven-world/ | 7 | 35 | 96 | 25 | 95 |
| Temasek leads US$80 million funding in power infrastructure provider Amperesand | https://www.businesstimes.com.sg/companies-markets/temasek-leads-us80-million-funding-power-infrastructure-provider-amperesand | 7 | 45 | 96 | 5 | 94 |
| AI Inference Chip Market Accelerates Alongside the Broader AI | https://www.openpr.com/news/4504542/ai-inference-chip-market-accelerates-alongside-the-broader-ai | 7 | 37 | 96 | 6 | 95 |
| F5 and Nvidia (NVDA) Deepen AI Infrastructure Partnership | https://thebull.com.au/us-news/f5-and-nvidia-nvda-deepen-ai-infrastructure-partnership/ | 7 | 11 | 95 | 7 | 94 |
| SpaceX IPO Makes Musk First Trillionaire as AI Megadeals Reshape the Company | https://opentools.ai/news/spacex-ipo-musk-first-trillionaire-ai-megadeals | 7 | 25 | 95 | 18 | 95 |
| From NTPC to Power Grid, AI Could Rewrite the Fortune of India’s Power Majors | https://indianpsu.com/ai-in-psus-banks-defence-mines-public-utilities-india/ | 7 | 7 | 95 | 6 | 94 |
| Nvidia at Center of Massive AI Investment Wave Across Tech Industry | https://meyka.com/blog/nvidia-at-center-of-massive-ai-investment-wave-across-tech-industry/ | 7 | 13 | 95 | 10 | 94 |
| 20% Upper Circuit: Stock Skyrockets After Partnering with NVIDIA to Boost India's AI Infrastructure | https://tradebrains.in/20-upper-circuit-stock-skyrockets-after-partnering-with-nvidia-to-boost-indias-ai-infrastructure/ | 7 | 28 | 96 | 21 | 95 |
| NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout | https://blogs.nvidia.com/blog/nvidia-unlocks-ai-compute-at-scale-capital-partners-to-power-ai-infrastructure-buildout/ | 6 | 58 | 97 | 39 | 96 |
| CoreWeave (CRWV) Partners with BattleBots as Official AI Cloud Provider | https://finance.yahoo.com/technology/ai/articles/coreweave-crwv-partners-battlebots-official-132336775.html | 6 | 69 | 97 | 53 | 96 |
| Meta weighs AI cloud business to sell excess compute capacity | https://www.cloudcomputing-news.net/news/meta-ai-cloud-business-excess-compute/ | 6 | 29 | 95 | 9 | 95 |
| AI Mainline Will Further Differentiate. Wall Street Investment Banks Reach Latest Consensus, Expecting Cloud Computing Firms Like Meta and Microsoft to Outperform Chip Stocks Like Micron | https://www.tradingkey.com/analysis/stocks/us-stocks/262013877-us-stock-rotation-from-chips-to-hyperscalers-morgan-stanley-hsbc-consensus-tradingkey | 6 | 14 | 95 | 0 | 94 |
| Meta, like SpaceX, looks to turn excess AI compute into cash | https://techcrunch.com/2026/07/01/meta-like-spacex-looks-to-turn-excess-ai-compute-into-cash/ | 6 | 63 | 97 | 58 | 96 |
| Nebius, Coreweave, and IREN Tumble on Meta's Cloud Ambitions. Is This the End of the Neocloud Boom? | https://247wallst.com/investing/2026/07/01/nebius-coreweave-and-iren-tumble-on-metas-cloud-ambitions-is-this-the-end-of-the-neocloud-boom/ | 6 | 34 | 96 | 31 | 95 |
| The 10 Hottest Cloud Computing Startups Of 2026 (So Far) | https://www.crn.com/news/cloud/2026/the-10-hottest-cloud-computing-startups-of-2026-so-far | 6 | 46 | 97 | 13 | 94 |
| Top 5 Data Centre Cooling Companies Driving The Future Of AI Infrastructure Efficiency | https://www.snsinsider.com/blogs/data-centre-cooling-industry | 6 | 30 | 95 | 0 | 94 |
| Who will control Africa’s AI infrastructure, and at what cost? | https://www.aljazeera.com/news/2026/6/26/who-will-control-africas-ai-infrastructure-and-at-what-cost | 6 | 54 | 97 | 15 | 95 |
| AI’s Cloud Cost Reckoning: How Vendors Are Trying To Tame Token, GPU and Datacenter Bills | https://virtualizationreview.com/articles/2026/05/29/new-term-tokenmaxxing-and-immediate-backlash-reflect-cloud-vendors-ais-cost-problem.aspx | 6 | 27 | 95 | 21 | 95 |
| Top 15 AI Infrastructure Companies to Know | https://builtin.com/articles/ai-infrastructure-companies | 6 | 48 | 96 | 41 | 96 |
| Wall Street Journal Hires Anissa Gardizy to Cover Cloud and AI Infrastructure | https://www.citybiz.co/article/860029/wall-street-journal-hires-anissa-gardizy-to-cover-cloud-and-ai-infrastructure/ | 6 | 33 | 95 | 5 | 95 |
| How AI Will Shape Cloud Services And Infrastructure In 2026 | https://www.forbes.com/sites/rscottraynovich/2026/01/22/how-ai-will-shape-cloud-services--infrastructure-in-2026/ | 6 | 68 | 97 | 32 | 95 |
| SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion | https://www.cnbc.com/2026/06/22/spacex-ai-colossus-data-center-reflection.html | 6 | 62 | 97 | 24 | 95 |
| Omdia: Global cloud infrastructure spending rose 29% in Q4 2025 as hyperscalers scaled AI infrastructure investment | https://omdia.tech.informa.com/pr/2026/mar/global-cloud-infrastructure-spending-rose-29percent-in-q4-2025-as-hyperscalers-scaled-ai-infrastructure-investment | 6 | 51 | 96 | 37 | 95 |
| The neocloud vendor trap: New infrastructure, same old risk | https://www.cio.com/article/4177845/the-neocloud-vendor-trap-new-infrastructure-same-old-risk.html | 6 | 53 | 97 | 17 | 95 |
| Alibaba: If AI Is The Future, The Largest Cloud Provider In China Should Be A Winner (NYSE:BABA) | https://seekingalpha.com/article/4916534-alibaba-if-ai-is-the-future-the-largest-cloud-provider-in-china-should-be-a-winner | 6 | 44 | 97 | 39 | 96 |
| After becoming cloud computing’s telemetry standard, OpenTelemetry graduates into the AI infrastructure era | https://thenewstack.io/opentelemetry-hits-general-availability/ | 6 | 49 | 97 | 40 | 96 |
| AI demand pushes companies to invest billions in cloud infrastructure | https://www.cloudcomputing-news.net/news/ai-demand-pushes-companies-to-invest-billions-in-cloud-infrastructure/ | 6 | 29 | 95 | 9 | 95 |
| The 25 Hottest Infrastructure And Edge Computing Companies: The 2026 CRN AI 100 | https://www.crn.com/news/data-center/2026/the-25-hottest-infrastructure-and-edge-computing-companies-the-2026-crn-ai-100 | 6 | 46 | 97 | 13 | 94 |
| Akamai stock soars 20% on earnings, $1.8 billion AI infrastructure deal | https://www.cnbc.com/2026/05/08/akamai-stock-ai-cloud-infrastructure-deal.html | 6 | 62 | 97 | 24 | 95 |
| Titan Network hits 4 million devices on its crowdsourced AI-compute network | https://www.coindesk.com/tech/2026/06/02/here-s-how-one-decentralized-cloud-provider-says-private-citizens-can-make-money-from-ai | 6 | 50 | 97 | 21 | 95 |
| Cloud: 10 companies that raised the most in 2025 | https://tech.eu/2026/06/11/cloud-10-companies-that-raised-the-most-in-2025/ | 6 | 39 | 96 | 31 | 95 |
| Big Tech AI Spending: 00B Capex Race in 2026 | https://tech-insider.org/big-tech-ai-infrastructure-spending-2026/ | 6 | 21 | 95 | 16 | 95 |
| 5 Cloud and AI Infrastructure Stocks Powering the Next Wave of AI | https://finance.yahoo.com/sectors/technology/articles/5-cloud-ai-infrastructure-stocks-163200790.html | 6 | 69 | 97 | 53 | 96 |
| Alphabet boosts cloud investment to meet rising AI demand | https://www.cloudcomputing-news.net/news/alphabet-boosts-cloud-investment-to-meet-rising-ai-demand/ | 6 | 29 | 95 | 9 | 95 |
| Top Cloud ETFs to Buy as Hyperscalers Pivot to AI-First Platforms | https://www.tradingview.com/news/zacks:a78f4bbdc094b:0-top-cloud-etfs-to-buy-as-hyperscalers-pivot-to-ai-first-platforms/ | 6 | 51 | 97 | 23 | 95 |
| Cloud demand shifts toward AI as enterprise usage deepens | https://www.cloudcomputing-news.net/news/cloud-demand-shifts-toward-ai-as-enterprise-usage-deepens/ | 6 | 29 | 95 | 9 | 95 |
| GPU as a Service Market to Reach USD 14.4 Billion by 2033 at 16.0% CAGR, Fueled by Generative AI, Machine Learning, and Cloud Infrastructure Expansion - Grand View Research, Inc. | https://www.prnewswire.co.uk/news-releases/gpu-as-a-service-market-to-reach-usd-14-4-billion-by-2033-at-16-0-cagr-fueled-by-generative-ai-machine-learning-and-cloud-infrastructure-expansion---grand-view-research-inc-302798324.html | 6 | 38 | 96 | 4 | 94 |
| 6 Best Energy Stocks for the AI Power Grid Buildout | Investing | U.S. News | https://money.usnews.com/investing/articles/best-energy-stocks-for-ai-power-grid-buildout | 6 | 56 | 97 | 41 | 95 |
| How Nokia's Networking Lab Supports Cloud and AI Scale | https://datacentremagazine.com/news/nokia-ai-networking-lab-supports-cloud-ai-scale | 6 | 31 | 95 | 24 | 95 |
| Nvidia partners with optics technology vendors Lumentum and Coherent to enhance AI infrastructure | https://www.networkworld.com/article/4139643/nvidia-partners-with-optics-technology-vendors-lumentum-and-coherent-to-enhance-ai-infrastructure.html | 6 | 50 | 97 | 6 | 94 |
| Nvidia Pours Billions Into the Companies Supporting AI Growth | https://nationalcioreview.com/articles-insights/extra-bytes/nvidia-pours-billions-into-the-companies-supporting-ai-growth/ | 6 | 24 | 96 | 17 | 95 |
| Australian neocloud Sharon AI secures $950M AI infrastructure deal amid sovereign AI boom | https://www.edgeir.com/australian-neocloud-sharon-ai-secures-950m-ai-infrastructure-deal-amid-sovereign-ai-boom-20260519 | 6 | 22 | 95 | 0 | 94 |
| From OpenAI to Nvidia, firms channel billions into AI infrastructure as demand booms | https://www.reuters.com/business/autos-transportation/companies-pouring-billions-advance-ai-infrastructure-2026-04-21/ | 6 | 63 | 97 | 27 | 95 |
| The Futuriom 50 2026 is Here! | https://www.futuriom.com/articles/news/the-futuriom-2026-is-here/2026/02 | 6 | 21 | 95 | 0 | 93 |
| AWS nabs white hot gen AI media creation startup fal, becoming its preferred cloud provider | https://venturebeat.com/infrastructure/aws-nabs-white-hot-gen-ai-media-creation-startup-fal-becoming-its-preferred-cloud-provider | 6 | 55 | 97 | 50 | 96 |
| The Canadian Companies at the Heart of the AI Infrastructure Buildout | https://ca.finance.yahoo.com/news/canadian-companies-heart-ai-infrastructure-003000542.html | 6 | 69 | 97 | 31 | 95 |
| The business case for a multi-cloud AI strategy | https://www.techtarget.com/searchenterpriseai/tip/The-business-case-for-a-multi-cloud-AI-strategy | 6 | 58 | 97 | 21 | 94 |
| Huawei pivots from storage vendor to AI infrastructure provider amid enterprise AI shift | https://developingtelecoms.com/telecom-business/vendor-news/20311-huawei-pivots-from-storage-vendor-to-ai-infrastructure-provider-amid-enterprise-ai-shift.html | 6 | 36 | 96 | 17 | 95 |
| AI Spending Pays Off for Major Cloud Providers | https://www.etftrends.com/artificial-intelligence-content-hub/ai-spending-pays-major-cloud-providers/ | 6 | 26 | 95 | 1 | 94 |
| Amazon plans huge AWS investment to meet AI cloud demand | https://www.cloudcomputing-news.net/news/amazon-plans-huge-aws-investment-to-meet-ai-cloud-demand/ | 6 | 29 | 95 | 9 | 95 |
| Microsoft Took a Step Toward Human Rights Accountability. Google and Amazon (and Others) Should Pay Attention! | https://www.eff.org/deeplinks/2026/05/microsoft-took-step-toward-human-rights-accountability-google-and-amazon-and | 6 | 56 | 97 | 29 | 95 |
| Companies are hoarding AI compute because of FOMO — and they're sitting on most of it | https://www.businessinsider.com/companies-hoarding-unused-ai-compute-cast-ai-report-kubernetes-2026-4 | 6 | 62 | 97 | 28 | 95 |
| AI Capex 2026: The $690B Infrastructure Sprint | https://futurumgroup.com/insights/ai-capex-2026-the-690b-infrastructure-sprint/ | 6 | 32 | 96 | 24 | 95 |
| NetApp in the age of AI: balancing sovereignty and cloud | https://www.techzine.eu/blogs/infrastructure/139853/netapp-in-the-age-of-ai-balancing-sovereignty-and-cloud/ | 6 | 33 | 95 | 8 | 94 |
| Neocloud Stocks: The AI Infrastructure Boom Reshaping Cloud Computing | https://intellectia.ai/blog/neocloud-stocks-ai-infrastructure-2026 | 6 | 17 | 95 | 14 | 95 |
| Nebius jumps 14% after company inks $27 billion infrastructure deal with Meta | https://www.cnbc.com/2026/03/16/meta-nebius-ai-infrastructure.html | 6 | 62 | 97 | 24 | 95 |
| Cloud Market Share Q1 2026: AWS, Microsoft, Google Battling In AI Era | https://www.crn.com/news/cloud/2026/cloud-market-share-q1-2026-aws-microsoft-google-battling-in-ai-era | 6 | 46 | 97 | 13 | 94 |
| Meta to Spend Up to $27 Billion on Nebius AI Infrastructure | https://www.bloomberg.com/news/articles/2026-03-16/meta-to-spend-up-to-27-billion-on-ai-infrastructure-from-nebius | 6 | 63 | 97 | 26 | 95 |
| Top 10 AI Infrastructure Companies & Applications | https://aimultiple.com/ai-infrastructure-companies | 6 | 39 | 96 | 34 | 95 |
| Cisco just made moves to own the AI infrastructure stack | https://www.networkworld.com/article/4158694/cisco-just-made-two-moves-to-own-the-ai-infrastructure-stack.html | 6 | 50 | 97 | 6 | 94 |
| IREN's 800MW Bet Flips the AI Power Switch | https://www.tradingview.com/news/marketbeat:4272aa551094b:0-iren-s-800mw-bet-flips-the-ai-power-switch/ | 6 | 51 | 97 | 23 | 95 |
| Akamai Secures $1.8B AI Infrastructure Commitment | https://letsdatascience.com/news/akamai-secures-18b-ai-infrastructure-commitment-6bb040b4 | 6 | 21 | 95 | 14 | 95 |
| Nokia launches AI networking lab to drive co-innovation with partners and accelerate next era of AI-native data center networking | https://www.nokia.com/newsroom/nokia-launches-ai-networking-lab-to-drive-co-innovation-with-partners-and-accelerate-next-era-of-ai-native-data-center-networking/ | 6 | 50 | 97 | 21 | 95 |
| The AI infrastructure reckoning: Optimizing compute strategy in the age of inference economics | https://www.deloitte.com/us/en/insights/topics/technology-management/tech-trends/2026/ai-infrastructure-compute-strategy.html | 6 | 60 | 97 | 20 | 95 |
| The billion-dollar infrastructure deals powering the AI boom | https://techcrunch.com/2026/02/28/billion-dollar-infrastructure-deals-ai-boom-data-centers-openai-oracle-nvidia-microsoft-google-meta/ | 6 | 63 | 97 | 58 | 96 |
| From infrastructure to AI: how Alibaba Cloud powers the global ambitions of Chinese companies | https://www.scmp.com/native/tech/topics/chinese-firms-rise-cloud-power/article/3347560/infrastructure-ai-how-alibaba-cloud-powers-global-ambitions-chinese-companies | 6 | 49 | 97 | 9 | 95 |
| Why AI leaders are adopting the AI factory model | https://www.crusoe.ai/resources/blog/why-ai-leaders-are-turning-to-the-ai-factory-model | 6 | 27 | 95 | 17 | 95 |
| 5 Cloud and AI Infrastructure Stocks Powering the Next Wave of AI | https://www.theglobeandmail.com/investing/markets/stocks/AMD/pressreleases/1095137/5-cloud-and-ai-infrastructure-stocks-powering-the-next-wave-of-ai/ | 6 | 50 | 97 | 9 | 95 |
| Amazon Signals AWS Cannot Win The AI Race Alone | https://www.forbes.com/sites/janakirammsv/2026/03/01/amazon-signals-aws-cannot-win-the-ai-race-alone/ | 6 | 68 | 97 | 32 | 95 |
| More Than Half of Japanese Companies are Increasing AI Infrastructure Investment According to the 2026 Wasabi Global Cloud Storage Index | https://www.businesswire.com/news/home/20260521579256/en/More-Than-Half-of-Japanese-Companies-are-Increasing-AI-Infrastructure-Investment-According-to-the-2026-Wasabi-Global-Cloud-Storage-Index | 6 | 61 | 97 | 28 | 95 |
| My Top 3 AI Infrastructure Stocks to Buy for May 2026 | https://www.fool.com/investing/2026/05/13/my-top-3-ai-infrastructure-stocks-to-buy-for-may-2/ | 6 | 50 | 97 | 13 | 95 |
| IREN Continues AI Infrastructure Shift With $625 Mil Acquisition, Shares Boast 45% Rally | https://www.investors.com/news/iren-stock-artificial-intelligence-acquisition-mirantis-625-million-data-center-bitcoin-miner/ | 6 | 41 | 96 | 12 | 95 |
| Nvidia strikes $2bn deal with AI cloud provider Nebius | https://www.ft.com/content/6552f428-31ec-4132-bc42-8cba1e1a08cb?syn-25a6b1a6=1 | 6 | 65 | 97 | 21 | 95 |
| Boost Run: SPAC Merger With Willow Lane To Take AI Cloud Infrastructure Provider Public | https://pulse2.com/boost-run-spac-merger-with-willow-lane-to-take-ai-cloud-infrastructure-provider-public/ | 6 | 35 | 95 | 28 | 95 |
| Vendor Insight Report: AWS recognized for AI investment, operational expertise, and customer commitment | https://aws.amazon.com/blogs/aws-insights/vendor-insight-report-aws-recognized-for-ai-investment-operational-expertise-and-customer-commitment/ | 6 | 77 | 97 | 61 | 96 |
| Omdia: Mainland China’s cloud infrastructure market accelerates to 24% growth in Q3 2025 | https://omdia.tech.informa.com/pr/2026/feb/mainland-chinas-cloud-infrastructure-market-accelerates-to-24percent-growth-in-q3-2025 | 6 | 51 | 96 | 37 | 95 |
| Nutanix and the infrastructure shift driven by enterprise AI | https://siliconangle.com/2026/01/22/nutanix-enterprise-ai-infrastructure-shift-nextconf/ | 6 | 44 | 96 | 38 | 95 |
| The $1 Trillion AI Data Center Buildout Is Fueling a Cost Consumers Can’t Escape | https://247wallst.com/investing/2026/05/19/the-1-trillion-ai-data-center-buildout-is-fueling-a-cost-consumers-cant-escape/ | 6 | 34 | 96 | 31 | 95 |
| 7 cloud computing trends for leaders to watch in 2026 | https://www.informationweek.com/it-infrastructure/7-cloud-computing-trends-for-leaders-to-watch-in-2026 | 6 | 55 | 97 | 20 | 95 |
| Ex-Tenstorrent Execs Start Cloud Provider, AI Lab in Japan | https://www.eetimes.com/ex-tenstorrent-execs-start-cloud-provider-ai-lab-in-japan/ | 6 | 42 | 96 | 21 | 95 |
| Did Sam Altman Just Announce an OpenAI Cloud Service? | https://www.businessinsider.com/sam-altman-openai-cloud-service-2025-11 | 6 | 62 | 97 | 28 | 95 |
| The 100 Coolest Cloud Computing Companies Of 2026 | https://www.crn.com/news/cloud/2026/the-100-coolest-cloud-computing-companies-of-2026 | 6 | 46 | 97 | 13 | 94 |
| Companies challenged by incorporating AI into workflows | https://www.nojitter.com/ai-automation/companies-challenged-by-incorporating-ai-into-workflows | 6 | 32 | 95 | 8 | 94 |
| US Cloud Computing Market Report 2025-2030, by Service Model, Vertical, Tech | https://www.marketsandmarkets.com/Market-Reports/us-cloud-computing-market-15852553.html | 6 | 50 | 97 | 8 | 94 |
| The AI Infrastructure Stock That's Stealing Market Share in 2026 | https://www.fool.com/investing/2026/01/28/ai-infrastructure-stock-stealing-market-share/ | 6 | 50 | 97 | 13 | 95 |
| 10 Cloud Computing Startup Companies To Watch In 2026 | https://www.crn.com/news/cloud/2026/10-cloud-computing-startup-companies-to-watch-in-2026 | 6 | 46 | 97 | 13 | 94 |
| Why AI Companies May Invest More than $500 Billion in 2026 | https://www.goldmansachs.com/insights/articles/why-ai-companies-may-invest-more-than-500-billion-in-2026 | 6 | 49 | 97 | 7 | 95 |
| Huawei's cloud computing revenue dropped in 2025 as Chinese AI lagged U.S. rivals | https://www.cnbc.com/2026/03/31/huawei-annual-report-2025-cloud-computing-revenue.html | 6 | 62 | 97 | 24 | 95 |
| Cerebras, AI Infrastructure and Systems Provider, Files for Nasdaq Global Select Market IPO | https://www.tradingview.com/news/tradingview:129131fe63ccc:0-cerebras-ai-infrastructure-and-systems-provider-files-for-nasdaq-global-select-market-ipo/ | 6 | 51 | 97 | 23 | 95 |
| 10 Network-As-A-Service Companies To Watch In 2026 | https://www.crn.com/news/networking/2026/10-network-as-a-service-companies-to-watch-in-2026 | 6 | 46 | 97 | 13 | 94 |
| SoftBank looks to transform into AI infrastructure provider | https://www.telecoms.com/operator-ecosystem/softbank-looks-to-transform-into-ai-infrastructure-provider | 6 | 32 | 95 | 20 | 95 |
| Canada's cloud market is 'broken,' report warns | https://www.cbc.ca/news/business/cloud-computing-competition-9.7219996 | 6 | 55 | 97 | 26 | 95 |
| Mainland China’s cloud infrastructure market returns to over 20% growth in Q2 2025 | https://omdia.tech.informa.com/pr/2025/nov/mainland-chinas-cloud-infrastructure-market-returns-to-over-20percent-growth-in-q2-2025 | 6 | 51 | 96 | 37 | 95 |
| Neoclouds Gain Ground as AI Compute Needs Surge | https://builtin.com/articles/ai-neocloud-demand | 6 | 48 | 96 | 41 | 96 |
| Omdia: Cloud infrastructure reached US$110.9B in Q4 2025 | https://www.arnnet.com.au/article/4151573/omdia-cloud-infrastructure-reached-us110-9b-in-q4-2025.html | 6 | 34 | 95 | 0 | 94 |
| From Underdog to AI Infrastructure Leader: Is AMD Poised for Growth in 2026? | https://www.tradingkey.com/analysis/stocks/us-stocks/261841687-underdog-ai-infrastructure-leader-amd-poised-growth-2026-tradingkey | 6 | 14 | 95 | 0 | 94 |
| Amazon to invest $50B to expand federal AI infrastructure | https://aibusiness.com/generative-ai/amazon-to-invest-50b-on-federal-ai-infrastructure | 6 | 34 | 95 | 29 | 95 |
| Nutanix goes from HCI provider to platform player | https://www.arnnet.com.au/article/4156067/nutanix-repositions-from-hci-provider-to-platform-player-2.html | 6 | 34 | 95 | 0 | 94 |
| Upstart cloud provider Railway turns heads with speed | https://www.techtarget.com/searchcloudcomputing/news/366637659/Upstart-cloud-provider-Railway-turns-heads-with-speed | 6 | 58 | 97 | 21 | 94 |
| OpenAI and Amazon announce strategic partnership | https://www.aboutamazon.com/news/aws/amazon-open-ai-strategic-partnership-investment | 6 | 54 | 97 | 20 | 94 |
| GenAI drives $119B cloud revenue in Q4 | https://www.techtarget.com/searchcloudcomputing/news/366638805/GenAI-drives-119B-cloud-revenue-in-Q4 | 6 | 58 | 97 | 21 | 94 |
| HPE Accelerates Service Provider Modernization with AI Infrastructure Innovations at MWC 2026 | https://www.businesswire.com/news/home/20260224791368/en/HPE-Accelerates-Service-Provider-Modernization-with-AI-Infrastructure-Innovations-at-MWC-2026 | 6 | 61 | 97 | 28 | 95 |
| Meta Builds AI Infrastructure With NVIDIA | http://nvidianews.nvidia.com/news/meta-builds-ai-infrastructure-with-nvidia | 5 | 58 | 97 | 34 | 95 |
| AI GPU Platforms Drive 75% of SMCI's Revenues: More Upside Ahead? | https://www.tradingview.com/news/zacks:eee774049094b:0-ai-gpu-platforms-drive-75-of-smci-s-revenues-more-upside-ahead/ | 5 | 51 | 97 | 23 | 95 |
| Fiber vendors strategize for huge demand from AI in 2026 | https://www.fierce-network.com/broadband/major-fiber-vendors-strategize-huge-demand-ai-2026 | 5 | 44 | 96 | 0 | 93 |
| AI Compute Reshapes Data Center Design, Power, Cooling | https://datacenters.economictimes.indiatimes.com/news/ai-compute-infrastructure/ai-compute-reshapes-data-center-design-power-cooling/131106715 | 5 | 58 | 97 | 5 | 94 |
| L&T and NVIDIA's Data Centre Deal to Hyperscale India's AI | https://datacentremagazine.com/news/l-t-and-nvidias-data-centre-deal-to-hyperscale-indias-ai | 5 | 31 | 95 | 24 | 95 |
| Meta & Nebius: US$27bn Deal for Supplying AI Infrastructure | https://datacentremagazine.com/news/meta-nebius-nvidia-27-billion-deal-for-supplying-ai-infrastructure | 5 | 31 | 95 | 24 | 95 |
| Will Fiber and Photonics Define Nvidia’s Next AI Data Center Push? | https://www.datacenterknowledge.com/infrastructure/will-fiber-and-photonics-define-nvidia-s-next-ai-data-center-push- | 5 | 41 | 96 | 2 | 94 |
| NVIDIA GTC 2026: Live Updates on What’s Next in AI | https://blogs.nvidia.com/blog/gtc-2026-news/ | 5 | 58 | 97 | 39 | 96 |
| Broadcom Tomahawk 5: 800G ethernet switch silicon for AI-scale networks | https://www.ad-hoc-news.de/boerse/news/ueberblick/broadcom-tomahawk-5-800g-ethernet-switch-silicon-for-ai-scale-networks/69527304 | 5 | 30 | 96 | 0 | 94 |
| Navigating the Connectivity Bottleneck in AI Infrastructure | https://www.thefastmode.com/expert-opinion/48271-navigating-the-connectivity-bottleneck-in-ai-infrastructure | 5 | 33 | 95 | 0 | 93 |
| The cost of compute: A $7 trillion race to scale data centers | https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-cost-of-compute-a-7-trillion-dollar-race-to-scale-data-centers | 5 | 62 | 97 | 29 | 95 |
| Arista Networks Is Morphing From a Data Center Networking Vendor Into an AI Networking Powerhouse | https://drrobertcastellano.substack.com/p/arista-networks-is-morphing-from | 5 | 65 | 97 | 1 | 94 |
| Together AI Introduces Instant GPU Clusters and Expanded NVIDIA Blackwell GPU Deployments | https://www.hpcwire.com/off-the-wire/together-ai-introduces-instant-gpu-clusters-and-expanded-nvidia-blackwell-gpu-deployments/ | 5 | 41 | 96 | 29 | 95 |
| IREN Oklahoma Site: A 1.6 GW AI Infrastructure Analysis | https://northwiseproject.com/iren-oklahoma-site/ | 5 | 0 | 94 | 0 | 94 |
| Siemens and nVent: Designing Scalable Infrastructure for AI | https://technologymagazine.com/news/siemens-and-nvent-unveil-nvidia-ai-data-centre-blueprint | 5 | 35 | 95 | 28 | 95 |
| Should you jump for a neocloud? | https://www.infoworld.com/article/4075770/should-you-jump-for-a-neocloud.html | 5 | 51 | 97 | 11 | 95 |
| NVIDIA: NAVER Expands AI Infrastructure With DSX Platform to Serve Surging Global AI Demand | https://pulse2.com/nvidia-naver-expands-ai-infrastructure-with-dsx-platform-to-serve-surging-global-ai-demand/ | 5 | 35 | 95 | 28 | 95 |
| 3 Top-Ranked Stocks Riding on Massive AI Infrastructure Spending | https://www.theglobeandmail.com/investing/markets/stocks/AMZN/pressreleases/3187923/3-top-ranked-stocks-riding-on-massive-ai-infrastructure-spending/ | 5 | 50 | 97 | 9 | 95 |
| Zyphra Partners With AMD To Launch An Open AI Platform Powered By A 15MW MI355X GPU Cluster | https://memeburn.com/zyphra-partners-with-amd-to-launch-an-open-ai-platform-powered-by-a-15mw-mi355x-gpu-cluster/ | 5 | 29 | 96 | 20 | 95 |
| 2025 AI Diffusion Export Controls - Microsoft Regulatory Capture, Oracle Tears, Impacts Quantified, Model Restrictions | https://newsletter.semianalysis.com/p/2025-ai-diffusion-export-controls-microsoft-regulatory-capture-oracle-tears | 5 | 34 | 95 | 20 | 95 |
| NVIDIA and Google Cloud Expand AI Hypercomputer Platform | https://letsdatascience.com/news/nvidia-and-google-cloud-expand-ai-hypercomputer-platform-f6d34a41 | 5 | 21 | 95 | 14 | 95 |
| AI GPU clusters with one million GPUs are planned for 2027 — Broadcom says three AI supercomputers are in the works | https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-gpu-clusters-with-one-million-gpus-are-planned-for-2027-broadcom-says-three-ai-supercomputers-are-in-the-works | 5 | 46 | 97 | 10 | 95 |
| AMD reveals next-generation AI chips with OpenAI CEO Sam Altman | https://www.cnbc.com/2025/06/12/amd-mi400-ai-chips-openai-sam-altman.html | 5 | 62 | 97 | 24 | 95 |
| Nvidia’s Global AI Deal Spree: Why Investors Are Watching | https://www.indmoney.com/blog/us-stocks/nvidia-ai-deals-jensen-huang-investors-sk-hynix-marvell | 5 | 22 | 96 | 0 | 94 |
| Interview with Liu Jun, AVP and GM of AI and HPC for Inspur | https://www.servethehome.com/interview-with-liu-jun-avp-and-gm-of-ai-and-hpc-for-inspur/ | 5 | 39 | 96 | 5 | 94 |
| Accelerating Hyperscale Data Center Applications with NVIDIA M40 and M4 GPUs | https://developer.nvidia.com/blog/accelerating-hyperscale-datacenter-applications-tesla-gpus/ | 5 | 58 | 97 | 46 | 96 |
| Inference-as-a-service is the secret sauce behind a new breed of AI companies | https://itbrief.com.au/story/inference-as-a-service-is-the-secret-sauce-behind-a-new-breed-of-ai-companies | 5 | 42 | 96 | 28 | 95 |
| Here's how NVIDIA is betting on its India strategy | https://www.fortuneindia.com/technology/heres-how-nvidia-is-betting-on-its-india-strategy/130501 | 5 | 33 | 96 | 1 | 94 |
| VNG GreenNode and NVIDIA Launch Large-scale AI Cloud in Southeast Asia | https://www.ceoinsightsasia.com/news/vng-greennode-and-nvidia-launch-largescale-ai-cloud-in-southeast-asia-nwid-12217.html | 5 | 13 | 95 | 0 | 93 |
| NVIDIA, AWS and Google Cloud Spotlight AI Infrastructure Push at GTC 2026 | https://virtualizationreview.com/articles/2026/03/20/nvidia-aws-and-google-cloud-spotlight-ai-infrastructure-push-at-gtc-2026.aspx | 4 | 27 | 95 | 21 | 95 |
| Micro-Star INT’L CO., LTD. MSI Highlights Cloud, AI, and Enterprise Server Platforms at CloudFest 2026 | https://www.eqs-news.com/news/corporate/msi-highlights-cloud-ai-and-enterprise-server-platforms-at-cloudfest-2026/b9ef6c07-01d6-4901-8886-0bcec0f368dc_en | 4 | 30 | 95 | 15 | 94 |
| Oracle Delivers Sovereign AI Anywhere Using NVIDIA Accelerated Computing | https://blogs.oracle.com/cloud-infrastructure/oracle-and-nvidia-deliver-sovereign-ai-anywhere | 4 | 72 | 97 | 42 | 96 |
| YTL Receives NVIDIA Certification, Joins Elite Global AI Compute Providers | https://www.moomoo.com/community/feed/yang-zhongli-has-earned-nvidia-certification-joining-the-ranks-of-116679877328902 | 4 | 29 | 96 | 9 | 94 |
| Is AI innovation becoming too expensive for startups? | https://asiatechdaily.com/is-ai-innovation-becoming-too-expensive-for-startups/ | 4 | 15 | 95 | 11 | 95 |
| GPU Server Market to Reach USD 1,545.2 billion by 2033 Amid AI Boom - Grand View Research, Inc. | https://www.prnewswire.co.uk/news-releases/gpu-server-market-to-reach-usd-1-545-2-billion-by-2033-amid-ai-boom---grand-view-research-inc-302786914.html | 4 | 38 | 96 | 4 | 94 |
| Nvidia sustains triple-digit revenue growth amid AI building boom | https://www.ciodive.com/news/nvidia-growth-gpu-chips-data-center-capacity/725677/ | 4 | 44 | 96 | 5 | 94 |
| AWS Cloud Revenue Hits US$330bn as AI Hardware Drives Growth | https://datacentremagazine.com/hyperscale/aws-remains-330bn-cloud-market-leader-driven-by-ai-growth | 4 | 31 | 95 | 24 | 95 |
| Nvidia Data Centre Revenue: How $62.3 Billion in One Quarter Redefined AI Infrastructure | https://techbullion.com/nvidia-data-centre-revenue-how-62-3-billion-in-one-quarter-redefined-ai-infrastructure/ | 4 | 37 | 96 | 33 | 95 |
| Fabrinet's AI Push Bodes Well: Is There Scope for More Upside? | https://www.theglobeandmail.com/investing/markets/stocks/TER/pressreleases/18244/fabrinets-ai-push-bodes-well-is-there-scope-for-more-upside/ | 3 | 50 | 97 | 9 | 95 |
| Nscale Contracts Approximately 200,000 NVIDIA GB300 GPUs with Microsoft to Deliver NVIDIA AI Infrastructure Across Europe and the U.S. | https://www.nscale.com/press-releases/nscale-microsoft-2025 | 3 | 24 | 95 | 4 | 94 |
| Hyperscale Data (NYSE American: GPUS) completes $125M ATM; 255,490,454 shares sold | https://www.stocktitan.net/news/GPUS/hyperscale-data-announces-completion-of-125-million-at-the-market-z8mimrwkw0tk.html | 3 | 28 | 95 | 1 | 94 |
| 3 Stocks Are Betting on Data Center Cooling. Here’s Who’s Best Positioned. | https://247wallst.com/investing/2026/01/16/3-stocks-are-betting-on-data-center-cooling-heres-whos-best-positioned/ | 3 | 34 | 96 | 31 | 95 |
| How Oracle Is Winning the AI Compute Market | https://newsletter.semianalysis.com/p/how-oracle-is-winning-the-ai-compute-market | 3 | 34 | 95 | 20 | 95 |
| Inside the world’s most powerful AI datacenter | https://blogs.microsoft.com/blog/2025/09/18/inside-the-worlds-most-powerful-ai-datacenter/ | 3 | 80 | 97 | 45 | 96 |
| "Selling GPUs and Guaranteeing Demand" Nvidia Moves to Lock In Customers as Big Tech's In-House Chip Push Intensifies Ecosystem Defense | https://economy.ac/news/2026/07/202607289496 | 3 | 11 | 95 | 9 | 94 |
| AI Servers Market Size, Share, Growth, 2034 | https://straitsresearch.com/report/ai-servers-market | 3 | 37 | 96 | 31 | 95 |
| India - The new frontier for AI GPU clusters | https://www.jll.com/en-in/insights/india-the-new-frontier-for-ai-gpu-clusters | 3 | 48 | 97 | 12 | 94 |
| Co-Packaged Optics Race: Strategic Approaches from NVIDIA and Broadcom | https://www.idtechex.com/zh/research-article/co-packaged-optics-race-strategic-approaches-from-nvidia-and-broadcom/34467 | 3 | 31 | 95 | 2 | 94 |
| POET Technologies and Lumilens Secure $50M Deal to Replace Copper Wires With Light Inside AI Data Centers | https://www.techtimes.com/articles/316678/20260515/poet-technologies-lumilens-secure-50m-deal-replace-copper-wires-light-inside-ai-data-centers.htm | 3 | 42 | 96 | 2 | 94 |
| [PRNewswire] Supermicro Expands Rack-Scale AI Leadership | https://en.yna.co.kr/view/RPR20260602005900353 | 3 | 48 | 97 | 28 | 95 |
| Nebius stock is crashing, and it has its biggest customer to blame | https://www.tradingview.com/news/invezz:ea28e5f87094b:0-nebius-stock-is-crashing-and-it-has-its-biggest-customer-to-blame/ | 3 | 51 | 97 | 23 | 95 |
| Powering the AI Revolution: How Nvidia, Vistra, and Vertiv Dominate Data Centers | https://drrobertcastellano.substack.com/p/powering-the-ai-revolution-how-nvidia | 3 | 65 | 97 | 1 | 94 |
| Oracle Pushes Back on “Slowdown” Claims at Texas AI Data Centre Tied to OpenAI | https://techgig.com/news/cloud-infrastructure/oracle-pushes-back-on-slowdown-claims-at-texas-ai-data-centre-tied-to-openai/129313563 | 3 | 26 | 95 | 6 | 94 |
| Naver and Nvidia build GW-scale AI factory to lead global infrastructure - CHOSUNBIZ | https://biz.chosun.com/en/en-it/2026/06/08/L5C535YJ5FECVE4MBNCRER2TT4/ | 3 | 43 | 96 | 32 | 95 |
| HFCL Unveils OptiQ AI™ Brand Identity for Global Data Centre Optical Connectivity Business | https://www.psuconnect.in/corporate-news/hfcl-unveils-optiq-ai-brand-identity-for-global-data-centre-optical-connectivity-business | 3 | 14 | 95 | 0 | 94 |
| Uttar Pradesh approves Data Centre Policy 2026 to expand AI infrastructure | https://www.dqindia.com/government-policy/up-data-centre-policy-2026-ai-infrastructure-12143538 | 2 | 28 | 95 | 0 | 93 |
| NVIDIA and IREN Announce Strategic Partnership to Accelerate Deployment of up to 5 Gigawatts of AI Infrastructure | https://nvidianews.nvidia.com/news/nvidia-and-iren-announce-strategic-partnership-to-accelerate-deployment-of-up-to-5-gigawatts-of-ai-infrastructure | 2 | 58 | 97 | 34 | 95 |
| IREN and BE Networks Accelerate Deployment of Large-Scale AI Factory with NVIDIA DSX Air | https://www.prnewswire.com/news-releases/iren-and-be-networks-accelerate-deployment-of-large-scale-ai-factory-with-nvidia-dsx-air-302786353.html | 2 | 64 | 97 | 18 | 95 |
| Rumble acquires 22,000 Nvidia chips for infrastructure expansion | https://cryptobriefing.com/rumble-acquires-nvidia-chips-infrastructure/ | 2 | 31 | 96 | 26 | 95 |
| Visionbay.ai Selects Netris as the Network Automation Foundation for the Largest GPU Cluster and AI Supercomputing Center in Taiwan | https://www.businesswire.com/news/home/20260601821283/en/Visionbay.ai-Selects-Netris-as-the-Network-Automation-Foundation-for-the-Largest-GPU-Cluster-and-AI-Supercomputing-Center-in-Taiwan | 2 | 61 | 97 | 28 | 95 |
| Nvidia Places Massive AI Infrastructure Bet on IREN’s 5 GW Pipeline | https://www.datacenterknowledge.com/deals/nvidia-places-massive-ai-infrastructure-bet-on-iren-s-5-gw-pipeline | 2 | 41 | 96 | 2 | 94 |
| Behind the Scenes: Scale your NVIDIA GB200 NVL72 deployments with dedicated OCI APIs | https://blogs.oracle.com/cloud-infrastructure/behind-the-scenes-scale-nvidia-gb200-nvl72-deployments | 2 | 72 | 97 | 42 | 96 |
| Visionbay chooses Netris for Taiwan's largest GPU cluster | https://datacenternews.asia/story/visionbay-chooses-netris-for-taiwan-s-largest-gpu-cluster | 2 | 36 | 95 | 15 | 95 |
| Gorilla Technology & Yotta Sign Landmark AI Infrastructure Deal, Establishing Major Position in India’s Sovereign AI Buildout | Gorilla Technology | https://investors.gorilla-technology.com/gorilla-technology-yotta-sign-landmark-ai-infrastructure-deal-establishing-major-position-in-indias-sovereign-ai-buildout/ | 2 | - | - | 2 | 94 |
| ClusterMAX™ 2.0: The Industry Standard GPU Cloud Rating System | https://newsletter.semianalysis.com/p/clustermax-20-the-industry-standard | 2 | 34 | 95 | 20 | 95 |
| Classover Secures $100M Equity Facility to Expand Into AI Infrastructure Market | https://www.citybiz.co/article/850484/classover-secures-100m-equity-facility-to-expand-into-ai-infrastructure-market/ | 2 | 33 | 95 | 5 | 95 |
| Nvidia Vera Rubin: 9 Hardware, Cloud Companies Building Out Ecosystem | https://www.crn.com/news/data-center/2026/nvidia-vera-rubin-nine-hardware-cloud-companies-build-out-ecosystem | 2 | 46 | 97 | 13 | 94 |
| Dispersive® Stealth Networking Powers Secure GPU-as-a-Service at the Edge as AI Demand Outpaces Infrastructure | https://www.businesswire.com/news/home/20260309966695/en/Dispersive-Stealth-Networking-Powers-Secure-GPU-as-a-Service-at-the-Edge-as-AI-Demand-Outpaces-Infrastructure | 2 | 61 | 97 | 28 | 95 |
| Inside the NVIDIA Vera Rubin Platform: Six New Chips, One AI Supercomputer | NVIDIA Technical Blog | https://developer.nvidia.com/blog/inside-the-nvidia-rubin-platform-six-new-chips-one-ai-supercomputer/ | 2 | 58 | 97 | 46 | 96 |
| Yotta Data Services Receives Frost & Sullivan's 2026 Indian Company of the Year Recognition for Leadership in Sovereign AI Infrastructure | https://www.manilatimes.net/2026/06/23/tmt-newswire/pr-newswire/yotta-data-services-receives-frost-sullivans-2026-indian-company-of-the-year-recognition-for-leadership-in-sovereign-ai-infrastructure/2370597 | 2 | 37 | 96 | 4 | 94 |
| Gorilla Technology Secures $2B Supermicro Supply Deal | https://letsdatascience.com/news/gorilla-technology-secures-2b-supermicro-supply-deal-f283be8f | 2 | 21 | 95 | 14 | 95 |
| NVIDIA and Oracle to Accelerate Enterprise AI and Data Processing | https://blogs.nvidia.com/blog/nvidia-oracle-accelerate-enterprise-ai-data-processing/ | 2 | 58 | 97 | 39 | 96 |
| Oracle and AMD Expand Partnership to Help Customers Achieve Next-Generation AI Scale | https://www.oracle.com/news/announcement/ai-world-oracle-and-amd-expand-partnership-to-help-customers-achieve-next-generation-ai-scale-2025-10-14/ | 2 | 72 | 97 | 32 | 95 |
| Oracle Accelerates Sovereign AI with First Supercluster Deployment in the Middle East | https://www.oracle.com/sa/news/announcement/oracle-accelerates-sovereign-ai-capabilities-with-the-launch-of-the-first-supercloud-cluster-2025-11-24/ | 2 | 72 | 97 | 32 | 95 |
| Inside SpaceX Google Deal For Massive GPU Expansion | https://coinfomania.com/inside-spacex-google-deal-for-massive-gpu-expansion/ | 2 | 19 | 95 | 13 | 95 |
| L&T Teaming with NVIDIA to Build India’s Largest Gigawatt-Scale AI Factory | https://www.larsentoubro.com/pressreleases/2026/2026-02-18-lt-teaming-with-nvidia-to-build-india-s-largest-gigawatt-scale-ai-factory | 2 | 27 | 96 | 0 | 94 |
| Powering More Sustainable AI at Scale: How Lenovo Supports IREN’s Next-Gen AI Cloud Services | https://news.lenovo.com/how-lenovo-supports-irens-next-gen-ai-cloud-services/ | 2 | 51 | 97 | 30 | 95 |
| HIVE Digital Technologies Ltd | https://www.hivedigitaltechnologies.com/media/hive-digital-technologies-bridging-blockchain-and-ai/ | 2 | 18 | 95 | 4 | 94 |
| Nebius Surges 11% Pre-Market. $2 Billion Bet, What Exactly Does Nvidia See in It? | https://www.tradingkey.com/analysis/stocks/us-stocks/261669878-nvidia-to-invest-2-billion-nebius-stock-soars-11-pre-market-tradingkey | 2 | 14 | 95 | 0 | 94 |
| Dell backs NxtGen push to build India’s largest AI factory | https://www.dqindia.com/news/dell-backs-nxtgen-push-to-build-indias-largest-ai-factory-11058696 | 2 | 28 | 95 | 0 | 93 |
| Elastic GPU Scaling and Why OCI is a Top Choice for Elastic Scaling | https://blogs.oracle.com/cloud-infrastructure/elastic-gpu-scaling-in-oci | 2 | 72 | 97 | 42 | 96 |
| Oracle Cloud Infrastructure (OCI) HPC Stack – Release (3.0.0) | https://blogs.oracle.com/cloud-infrastructure/oci-infrastructure-oci-hpc-stack-release-3 | 2 | 72 | 97 | 42 | 96 |
| Supermicro Announces New AI Factory Cluster Solutions Based on NVIDIA Enterprise Reference Architectures and NVIDIA Blackwell AI Infrastructure to Simplify the Deployment of AI at Scale | https://ir.supermicro.com/news/news-details/2025/Supermicro-Announces-New-AI-Factory-Cluster-Solutions-Based-on-NVIDIA-Enterprise-Reference-Architectures-and-NVIDIA-Blackwell-AI-Infrastructure-to-Simplify-the-Deployment-of-AI-at-Scale/default.aspx | 2 | 39 | 96 | 11 | 95 |
| Running Large-Scale GPU Workloads on Kubernetes with Slurm | NVIDIA Technical Blog | https://developer.nvidia.com/blog/running-large-scale-gpu-workloads-on-kubernetes-with-slurm/ | 2 | 58 | 97 | 46 | 96 |
| Oracle Expands AI Collaboration with NVIDIA to Deliver Scalable Supercomputing, Accelerated Vector Workloads, and AI Applications | https://blogs.oracle.com/cloud-infrastructure/oracle-nvidia-gtc-2026-key-announcements | 2 | 72 | 97 | 42 | 96 |
| Runpod launches instant clusters for on-demand multi-node GPU computing | https://guardian.ng/specials/runpod-launches-instant-clusters-for-on-demand-multi-node-gpu-computing/ | 2 | 36 | 96 | 32 | 95 |
| Nvidia to spend $26bn on cloud computing capacity over six years | https://www.datacenterdynamics.com/en/news/nvidia-to-spend-26bn-on-cloud-computing-capacity-over-six-years/ | 2 | 44 | 96 | 3 | 94 |
| NVIDIA ramps Vera Rubin for agentic AI infrastructure | https://www.engineering.com/nvidia-ramps-vera-rubin-for-agentic-ai-infrastructure/ | 2 | 37 | 96 | 5 | 94 |
| QumulusAI Secures Additional $45 Million Commitment from ATW Partners, Bringing Total Funding Facility to $90 Million | https://www.citybiz.co/article/861621/qumulusai-secures-additional-45-million-commitment-from-atw-partners-bringing-total-funding-facility-to-90-million/ | 2 | 33 | 95 | 5 | 95 |
| Lenovo Teams with NVIDIA on Gigawatt AI Factories Program to Accelerate Enterprise AI | https://news.lenovo.com/pressroom/press-releases/nvidia-gigawatt-ai-factories-program-accelerate-enterprise-ai/ | 2 | 51 | 97 | 30 | 95 |
| Oracle announces OCI Supercluster with NVIDIA Grace Blackwell in public cloud and AI infrastructure for OCI Dedicated Region and Oracle Alloy | https://blogs.oracle.com/cloud-infrastructure/supercluster-nvidia-blackwell-dedicated-alloy | 2 | 72 | 97 | 42 | 96 |
| Automate Kubernetes AI Cluster Health with NVSentinel | NVIDIA Technical Blog | https://developer.nvidia.com/blog/automate-kubernetes-ai-cluster-health-with-nvsentinel/ | 2 | 58 | 97 | 46 | 96 |
| Introducing NVIDIA DGX Cloud Lepton: A Unified AI Platform Built for Developers | NVIDIA Technical Blog | https://developer.nvidia.com/blog/introducing-nvidia-dgx-cloud-lepton-a-unified-ai-platform-built-for-developers/ | 2 | 58 | 97 | 46 | 96 |
| Oracle Offers First Zettascale Cloud Computing Cluster | https://www.oracle.com/news/announcement/ocw24-oracle-offers-first-zettascale-cloud-computing-cluster-2024-09-11/ | 2 | 72 | 97 | 32 | 95 |
| Neoclouds capture growing AI workload traffic, Backblaze says | https://www.channeldive.com/news/neoclouds-capture-growing-ai-workload-traffic-backblaze-says/811514/ | 2 | 19 | 95 | 0 | 94 |
| Nvidia launches revenue-sharing AI cloud financing | https://datacenter.news/story/nvidia-launches-revenue-sharing-ai-cloud-financing | 2 | 19 | 95 | 14 | 94 |
| Nebius launches in UK; expands Britain’s AI infrastructure with NVIDIA Blackwell Ultra | https://nebius.com/newsroom/nebius-launches-in-uk-expands-britains-ai-infrastructure-with-nvidia-blackwell-ultra | 2 | 36 | 95 | 24 | 95 |
| HIVE’s BUZZ HPC Closes USD $220 Million Sovereign AI GPU Contract with Bell AI Fabric for Cohere Inc. | https://www.hivedigitaltechnologies.com/news/hives-buzz-hpc-closes-usd-220-million-sovereign-ai-gpu-contract-with-bell-ai-fabric-for-cohere-inc/ | 2 | 18 | 95 | 4 | 94 |
| NVIDIA to Invest $2 billion in AI Cloud firm Nebius as Demand for Data Centres Accelerates | https://www.itp.net/ai-automation/nvidia-to-invest-2-billion-in-ai-cloud-firm-nebius-as-demand-for-data-centres-accelerates | 2 | 25 | 95 | 1 | 94 |
| Carnegie Mellon University and Google Public Sector Partner To Accelerate AI Research with Extensive GPU Cloud Deployment | https://www.cmu.edu/news/stories/archives/2025/March/google-partnership | 2 | 58 | 97 | 21 | 95 |
| CoreWeave Becomes First Hyperscaler to Deploy NVIDIA GB300 NVL72 Platform | https://investors.coreweave.com/news/news-details/2025/CoreWeave-Becomes-First-Hyperscaler-to-Deploy-NVIDIA-GB300-NVL72-Platform/default.aspx | 2 | 31 | 95 | 8 | 94 |
| $3.4B NVIDIA cloud deal taps 60MW at IREN's Texas campus | https://www.stocktitan.net/news/IREN/iren-secures-3-4bn-ai-cloud-contract-with-hh8a26euuqhs.html | 2 | 28 | 95 | 1 | 94 |
| Astera Labs stock jumps 16%: is AI inference the next big catalyst? | https://www.tradingview.com/news/invezz:453002602094b:0-astera-labs-stock-jumps-16-is-ai-inference-the-next-big-catalyst/ | 2 | 51 | 97 | 23 | 95 |
| Oracle Cloud Infrastructure Deploys Thousands of NVIDIA Blackwell GPUs for Agentic AI and Reasoning Models | https://blogs.nvidia.com/blog/oracle-cloud-infrastructure-blackwell-gpus-agentic-ai-reasoning-models/ | 2 | 58 | 97 | 39 | 96 |
| OpenAI's MRC protocol makes cluster networking the latest frontier in the training efficiency race | https://startupfortune.com/openais-mrc-protocol-makes-cluster-networking-the-latest-frontier-in-the-training-efficiency-race/ | 2 | 16 | 95 | 9 | 94 |
| Is Nebius Set to Gain AI Cloud Momentum After NVIDIA's $2B Commitment? | https://www.tradingview.com/news/zacks:e63dd6bba094b:0-is-nebius-set-to-gain-ai-cloud-momentum-after-nvidia-s-2b-commitment/ | 2 | 51 | 97 | 23 | 95 |
| Vultr and AMD Expand Collaboration to Drive Global AI Innovation and Scale | https://www.businesswire.com/news/home/20251202285088/en/Vultr-and-AMD-Expand-Collaboration-to-Drive-Global-AI-Innovation-and-Scale | 2 | 61 | 97 | 28 | 95 |
| NVIDIA H200 cluster to drive AI for high-performance batteries | https://www.stocktitan.net/news/MOVE/corvex-secures-long-term-nvidia-h200-gpu-deployment-with-ai-driven-qu5xke8iqbu1.html | 2 | 28 | 95 | 1 | 94 |
| Nebius delivers first NVIDIA Blackwell general availability in Europe; brings NVIDIA AI Enterprise to Nebius AI Cloud | https://nebius.com/newsroom/nebius-delivers-first-nvidia-blackwell-general-availability-in-europe-brings-nvidia-ai-enterprise-to-nebius-ai-cloud | 2 | 36 | 95 | 24 | 95 |
| AI cloud Nebius to deploy Nvidia B300 GPU cluster in UK | https://www.datacenterdynamics.com/en/news/ai-cloud-nebius-deploys-nvidia-b300-gpu-cluster-in-uk/ | 2 | 44 | 96 | 3 | 94 |
| NVIDIA Dynamo Adds GPU Autoscaling, Kubernetes Automation, and Networking Optimizations | https://developer.nvidia.com/blog/nvidia-dynamo-adds-gpu-autoscaling-kubernetes-automation-and-networking-optimizations/ | 2 | 58 | 97 | 46 | 96 |
| Nebius to Offer NVIDIA Blackwell Ultra-Powered Instances | https://nebius.com/newsroom/nebius-to-offer-nvidia-blackwell-ultra-powered-instances | 2 | 36 | 95 | 24 | 95 |
| NVIDIA Supercharges Hopper, the World’s Leading AI Computing Platform | https://nvidianews.nvidia.com/news/nvidia-supercharges-hopper-the-worlds-leading-ai-computing-platform | 2 | 58 | 97 | 34 | 95 |
| Together AI and Hypertec Cloud Join Forces to Co-Build Turbocharged NVIDIA GB200 Cluster of 36K Blackwell GPUs | https://www.prnewswire.com/news-releases/together-ai-and-hypertec-cloud-join-forces-to-co-build-turbocharged-nvidia-gb200-cluster-of-36k-blackwell-gpus-302308267.html | 2 | 64 | 97 | 18 | 95 |
| NVIDIA Launches Accelerated Ethernet Platform for Hyperscale Generative AI | https://nvidianews.nvidia.com/news/nvidia-launches-accelerated-ethernet-platform-for-hyperscale-generative-ai | 2 | 58 | 97 | 34 | 95 |
| Nebius vs. Oracle: Which AI Cloud Stock Is the Better Buy? | https://www.tradingview.com/news/zacks:90224e6a1094b:0-nebius-vs-oracle-which-ai-cloud-stock-is-the-better-buy/ | 2 | 51 | 97 | 23 | 95 |
| CoreWeave Stock Analysis 2026: $21B Meta Deal Fuels 96% Upside Potential | https://intellectia.ai/blog/coreweave-stock-analysis-2026 | 2 | 17 | 95 | 14 | 95 |
| Thousands of NVIDIA Grace Blackwell GPUs Now Live at CoreWeave, Propelling Development for AI Pioneers | https://blogs.nvidia.com/blog/coreweave-grace-blackwell-gb200-nvl72/ | 2 | 58 | 97 | 39 | 96 |
| HIVE Digital Technologies Ltd | https://www.hivedigitaltechnologies.com/news/buzz-high-performance-computing-partners-with-bell-canada-to-deliver-advanced-sovereign-nvidia-ai-infrastructure-for-canada/ | 2 | 18 | 95 | 4 | 94 |
| New to OCI AI Infrastructure: Midrange Bare Metal Compute with NVIDIA L40S and VMs with NVIDIA H100/A100 | https://blogs.oracle.com/cloud-infrastructure/oci-ai-infra-bm-compute-nvidia-l40s-vms-h100-a100 | 2 | 72 | 97 | 42 | 96 |
| AI Data Centre Firm Nscale Plans GPU Network Expansion | https://datacentremagazine.com/articles/ai-data-centre-firm-nscale-plans-gpu-network-expansion | 2 | 31 | 95 | 24 | 95 |
| Tech Giants Pour Billions Into AI Data Centers | https://www.techbuzz.ai/articles/tech-giants-pour-billions-into-ai-data-centers | 2 | 25 | 95 | 1 | 94 |
| Cisco, NVIDIA Unveil N9100 Switch to Accelerate Secure, Scalable AI Infrastructure | https://www.thefastmode.com/technology-solutions/45543-cisco-nvidia-unveil-n9100-switch-to-accelerate-secure-scalable-ai-infrastructure | 2 | 33 | 95 | 0 | 93 |
| NVIDIA and Microsoft Boost AI Cloud Computing with Launch of Industry-Standard Hyperscale GPU Accelerator | https://nvidianews.nvidia.com/news/nvidia-and-microsoft-boost-ai-cloud-computing-with-launch-of-industry-standard-hyperscale-gpu-accelerator | 2 | 58 | 97 | 34 | 95 |
| Verne Strikes 10MW Deal with Nebius to Further Expand Europe’s AI Capacity | https://www.businesswire.com/news/home/20250311595160/en/Verne-Strikes-10MW-Deal-with-Nebius-to-Further-Expand-Europes-AI-Capacity | 2 | 61 | 97 | 28 | 95 |
| Accelerate AI and ML workloads with OCI, NVIDIA Magnum IO GPUDirect Storage, and IBM Storage Scale | https://blogs.oracle.com/cloud-infrastructure/accelerate-ai-ml-workloads-oci-nvidia-ibm | 2 | 72 | 97 | 42 | 96 |
| 10 Artificial Intelligence (AI) Infrastructure Stocks to Buy for the $400 Billion Buildout | https://www.fool.com/investing/2025/11/18/10-artificial-intelligence-ai-infrastructure-stock/ | 2 | 50 | 97 | 13 | 95 |
| Nvidia strikes $1.5B deal to lease back GPUs from Lambda | https://www.rcrwireless.com/20250908/ai-infrastructure/nvidia-lambda | 2 | 36 | 96 | 9 | 94 |
| ByteDance Builds Major Nvidia Blackwell AI Cluster in Malaysia Through Aolani Cloud Partnership, Bypassing China-Based Deployment Constraints | https://www.tekedia.com/bytedance-builds-major-nvidia-blackwell-ai-cluster-in-malaysia-through-aolani-cloud-partnership-bypassing-china-based-deployment-constraints/ | 2 | 20 | 95 | 3 | 94 |
| Stonepeak: AI driving the next wave of data centre demand | https://www.infrastructureinvestor.com/stonepeak-ai-driving-the-next-wave-of-data-centre-demand/ | 2 | 23 | 95 | 3 | 94 |
| CoreWeave to deploy Nvidia Blackwell GPU clusters at EcoDataCenter in Sweden | https://www.datacenterdynamics.com/en/news/coreweave-to-deploy-nvidia-blackwell-gpu-clusters-at-ecodatacenter-in-sweden/ | 2 | 44 | 96 | 3 | 94 |
| TensorWave Raises $100M Series A Led by Magnetar and AMD Ventures to Scale AMD-Powered AI GPU Cloud | https://mlq.ai/news/tensorwave-raises-100m-series-a-led-by-magnetar-and-amd-ventures-to-scale-amd-powered-ai-gpu-cloud/ | 2 | 37 | 96 | 32 | 95 |
| NVIDIA Soars 70% in a Year: Is There More Room for the Stock to Grow? | https://www.tradingview.com/news/zacks:23ed76ea9094b:0-nvidia-soars-70-in-a-year-is-there-more-room-for-the-stock-to-grow/ | 2 | 51 | 97 | 23 | 95 |
| Yotta Accelerates AI Infrastructure Expansion with Planned 85,000-GPU Capacity and Blackwell Supercluster | https://www.cxodigitalpulse.com/yotta-accelerates-ai-infrastructure-expansion-with-planned-85000-gpu-capacity-and-blackwell-supercluster/ | 2 | 16 | 95 | 0 | 93 |
| Nvidia H100 GPUs now available on AWS, as Amazon's cloud scales to 20,000-GPU clusters | https://www.datacenterdynamics.com/en/news/nvidia-h100-gpus-now-available-on-aws-as-amazons-cloud-scales-to-20000-gpu-clusters/ | 2 | 44 | 96 | 3 | 94 |
| Why Leading GPU Cloud Providers Choose NEXTDC in Australia | https://www.nextdc.com/blog/why-leading-gpu-cloud-providers-choose-nextdc-in-australia | 2 | 25 | 96 | 12 | 94 |
| What’s Next for Neoclouds? | AI & Neocloud Evolution | https://www.nextdc.com/blog/whats-next-for-neo-clouds | 2 | 25 | 96 | 12 | 94 |
| Oracle and NVIDIA Collaborate to Help Enterprises Accelerate Agentic AI Inference | https://www.oracle.com/uk/news/announcement/oracle-and-nvidia-collaborate-to-help-enterprises-accelerate-agentic-ai-inference-2025-03-18/ | 2 | 72 | 97 | 32 | 95 |
| NVIDIA Partners with World's Top Server Manufacturers to Advance AI Cloud Computing | https://nvidianews.nvidia.com/news/nvidia-partners-with-world-s-top-server-manufacturers-to-advance-ai-cloud-computing | 2 | 58 | 97 | 34 | 95 |
| NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook | https://ts2.tech/en/nvidia-2025-dominating-the-ai-boom-company-overview-key-segments-competition-and-future-outlook/ | 2 | 26 | 95 | 20 | 95 |
| L&T ties up with NVIDIA to build gigawatt-scale AI factory under India AI Mission | https://www.moneycontrol.com/news/business/l-t-ties-up-with-nvidia-to-build-gigawatt-scale-ai-factory-under-india-ai-mission-13834716.html | 2 | 43 | 96 | 10 | 95 |
| Inside the Australian data centre boom - in Malaysia | https://www.afr.com/world/asia/inside-the-australian-data-centre-boom-in-malaysia-20260407-p5zlss | 2 | 49 | 97 | 11 | 95 |
| Nscale raises £122m to meet soaring demand for AI | https://businesscloud.co.uk/news/122m-to-hyperscale-london-ai-firm-nscale/ | 2 | 30 | 95 | 23 | 95 |
| Microsoft and Nvidia pursue the AI-driven cloud with HGX-1 | https://www.techerati.com/the-stack-archive/data-centre/2017/03/20/microsoft-nvidia-hgx-1-hyperscale-gpu-accelerator/ | 2 | 27 | 96 | 21 | 95 |
| Nebius (NBIS) Stock Surges 16% Following Nvidia’s $2B AI Infrastructure Investment | https://blockonomi.com/nebius-nbis-stock-surges-16-following-nvidias-2b-ai-infrastructure-investment/ | 2 | 27 | 95 | 23 | 95 |
| NVIDIA and Microsoft Announce The Tesla P100 based HGX-1 Hyperscale GPU Accelerator To Drive AI Cloud Computing – Jetson TX2 Launched Too | https://wccftech.com/nvidia-tesla-p100-hgx-1-and-jetson-tx2-pascal-announced/ | 2 | 36 | 96 | 30 | 95 |
| E2E Networks Wins 1.77 Billion MeitY Order To Supply GPUs For IndiaAI Mission | https://www.electronicsforyou.biz/industry-buzz/e2e-networks-wins-1-77-billion-meity-order-to-supply-gpus-for-indiaai-mission/ | 2 | 24 | 95 | 0 | 93 |
| NVIDIA GPUs Are Powering Some Big Clouds | https://www.fool.com/investing/2017/04/17/nvidia-gpus-are-powering-some-big-clouds.aspx | 2 | 50 | 97 | 13 | 95 |
| Nebius (NBIS) Stock Surges 16% Following Nvidia’s $2B AI Infrastructure Investment | https://www.mexc.com/news/911175 | 2 | 40 | 96 | 12 | 95 |
| Top 10 Data Center Providers in India to Watch in 2026 | https://tradebrains.in/top-10-data-center-providers-in-india-to-watch-in-2026/ | 2 | 28 | 96 | 21 | 95 |