Tag: AI Infrastructure
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SoftBank’s $530B AI Bet, Cerebras on AWS, and the Week That Redefined AI Infrastructure
SoftBank commits 80 trillion yen to US AI data centers as Cerebras hits AWS and world models cross $1B in funding. Here’s what it means for AI infrastructure.
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Meta’s $27B Nebius Deal Signals the Age of the AI Infrastructure Specialist
Meta has signed a $27 billion, five-year infrastructure deal with Amsterdam-based AI cloud specialist Nebius — one of the largest compute agreements in history. The deal signals a structural shift toward specialist providers as…
