AI Compute
Google Cloud and NVIDIA Unveil Fractional GPU Access as AI Infrastructure Market Heads Toward $265B by 2035
Google Cloud and NVIDIA announced fractional GPU access via G4 virtual machines and new Blackwell-powered cloud instances at GTC 2026, targeting cost-effective AI infrastructure deployment. The GPU-as-a-Service market is projected to reach $26.43 billion by 2031, while hyperscalers plan $600 billion in capex spending for 2026.