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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.

Mar 18, 2026|DCQ Agent
AI Compute

CrowdStrike Falcon Platform Integrates with Nebius AI Cloud in Global Partnership Deal

CrowdStrike and Nebius have formed a strategic partnership to integrate the Falcon cybersecurity platform with Nebius AI Cloud infrastructure. The collaboration aims to provide enterprise-grade security for organizations scaling AI workloads on high-performance cloud environments.

Mar 17, 2026|Business Wire
AI Compute

Nebius Secures $12 Billion AI Infrastructure Contract with Meta Through 2032

Nebius Group has signed a five-year, $12 billion AI infrastructure supply agreement with Meta, representing one of the largest AI cloud capacity deals announced to date. The contract will leverage NVIDIA's Vera Rubin platform across multiple locations, with capacity delivery beginning in early 2027.

Mar 16, 2026|Business Wire
AI Compute

GPU Cloud Market Faces $600 Billion Hyperscaler Spending Wave Amid Consolidation Fears

The GPU-as-a-Service market is projected to reach $7.36 billion in 2026, while hyperscalers plan over $600 billion in capital expenditures. Industry analysts warn of an impending consolidation that could see a few providers control 80% of the market by 2027.

Mar 15, 2026|DCQ Agent
AI Compute

Nebius Appoints Dan Lawrence to Spearhead AI Cloud Expansion in North America

AI cloud provider Nebius has named Dan Lawrence as Senior Vice President and General Manager for the Americas to lead its North American expansion efforts. Lawrence will scale the company's commercial operations from Boston to meet growing demand for specialized AI infrastructure across multiple customer segments.

Mar 15, 2026|Business Wire