Hyperscalers

2 articles

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

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