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Meta’s $48bn cloud question: Structural competitor or bursty-capacity opportunist?

3rd Jul 2026

3 minutes

Bloomberg’s report that Meta is building a cloud business to sell excess AI computing capacity wiped 10-17% off CoreWeave and Nebius in a single trading session and added more than 10% to Meta’s own share price.

Meta

SoftBank targets 10GW as SB Neo becomes second neocloud entrant in a week

3rd Jul 2026

2 minutes

SoftBank Corp. and SoftBank Group Corp. have revealed plans to establish SB Neo, Inc., a new US-based neocloud business.
AI

MGX reportedly eyeing DayOne acquisition to scale AI infrastructure

22nd Jun 2026

2 minutes

MGX is reportedly weighing up a potential US$20 billion deal to acquire data centre operator, DayOne, as it looks to scale globally in AI infrastructure.

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Tech titans caution G7: frontier models are too dangerous to ignore

18th Jun 2026

4 minutes

At the G7 in Évian, Altman, Amodei and Hassabis cautioned world leaders AI governance can’t be left to tech companies.
AI

The $7bn opportunity: Why DeepSeek still dominates the AI market

16th Jun 2026

3 minutes

DeepSeek secures $7.4 billion in its first funding round, valuing the Chinese AI startup at over $50 billion, as demand for AI continues to disrupt technology strategy.
AI

SoftBank AI campus drives record €93bn investment haul at Choose France summit

2nd Jun 2026

2 minutes

France has secured €93 billion in foreign investment commitments through its annual Choose France summit, with more than half of the total linked to a major SoftBank-backed AI infrastructure project.
AI

AI-RAN Alliance: Building the intelligent networks of tomorrow

28th May 2026

6 minutes

Exclusive: AI-RAN Alliance chair Dr Alex Jinsung Choi calls for the industry to look beyond the AI hype, outlining how its members are tackling AI integration, network economics and skills gaps.
AI

SoftBank to launch GPU cloud powered by Infrinia AI Cloud OS

27th May 2026

6 minutes

SoftBank’s neocloud play combines NVIDIA GB200 NVL72 hardware with its Infrinia AI Cloud OS to deliver sovereign, GPU-accelerated AI infrastructure in Japan from October 2026.

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OpenAI’s Sam Altman: AI will not trigger a global ‘jobs apocalypse’

26th May 2026

3 minutes

AI impact on jobs has been less than feared, according to OpenAI CEO Sam Altman, who suggested a ‘jobs apocalypse’ is unlikely to happen.
AI

SoftBank triples profits, credits OpenAI stake

14th May 2026

3 minutes

SoftBank’s quarterly net profit tripled to $11.6bn, driven by a $25bn rise in its OpenAI stake value, as the Japanese investor targets AI and robotics expansion.
AI

From AMD to Artemis II: Accelerating the next era of space exploration

13th May 2026

4 minutes

Capacity spoke with Ken O’Neill, space systems architect at AMD, about the company’s role in the recent space mission and how its chips are powering ambition.