CoreWeave Battles to Convert GPU Edge Into Loyalty
CoreWeave faces a critical test: turning its GPU availability advantage into a lasting AI cloud business. Research from 13 in-depth customer interviews reveals ...
AI CLOUD INFRASTRUCTURE
7 articles
Microsoft, AMD Partner for Azure Silicon Diversity
Microsoft has confirmed it will deploy AMD's Helios rack-scale platform across Azure for frontier model inference, alongside new AMD EPYC-powered virtual machin...
Microsoft Deploys AMD Helios Systems on Azure
Microsoft will deploy AMD's next-generation Helios rack-scale systems on its Azure cloud platform, expanding the two companies' collaboration. The partnership ...
Microsoft Brings AMD Helios AI Racks to Azure
Microsoft will deploy AMD's upcoming Helios rack design in Azure, marking an expanded partnership between the two companies. Each Helios system houses 72 Instin...
SpaceX xAI Surpasses Google, Amazon in AI Cloud Revenue
SpaceX's xAI division now generates more AI cloud revenue than Google and Amazon, with a $26 billion annualized run rate driven by deals with Anthropic and Goog...
Big Tech AI Boom Silences Doubters This Week
Alphabet, Amazon, Microsoft, and Meta all reported blockbuster earnings driven by AI demand, with Google Cloud posting a stunning 63% revenue jump. AI spending ...
Nebius Capitalizes on AI GPU Shortage Crisis
Nebius is positioning itself as a key player in the ongoing AI GPU shortage, finding ways to navigate and profit from the constrained supply of graphics process...