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Industry Tech Culture

Nvidia may have just built its own hyperscaler without owning a single data center

The neoclouds are burning cash by the billion. Nvidia just lined up the money to keep them building
Why it matters: Nvidia has quietly assembled every piece of a cloud giant, and it doesn't even need to own the buildings. That is the theory making the rounds, and once you see it laid out, the last two years stop looking like a chip company having a very good run and start looking like a plan. The financing arrangement Nvidia signed this month with BlackRock, Goldman Sachs, and four other Wall Street heavyweights, aimed at funneling more than $500 billion of outside capital into AI data centers, would be the last piece clicking into place. Most outlets filed it under the now usual "more AI money" headline, but there is a more interesting read.
Full story By Julio Franco,
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Industry Microsoft

European Commission moves to designate Amazon and Microsoft as cloud gatekeepers

Cloudy Europe: After a relatively brief investigation, the European Commission reached a preliminary conclusion regarding Amazon's and Microsoft's cloud businesses. The executive body believes the two US companies should also be designated as "gatekeepers" for their cloud services, though both will have an opportunity to respond before a final decision is made.
Full story By Alfonso Maruccia, 89 comments
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