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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 Meta website

Meta signs new AI computing deals with data centre firm Crusoe: report

19th Jun 2026

2 minutes

Meta has secured new agreements with data centre developer Crusoe for roughly 1.6 gigawatts of AI computing capacity, as the company continues building out the infrastructure behind its AI expansion.
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OpenAI’s IPO is the largest compute procurement vehicle in corporate history

9th Jun 2026

8 minutes

More than an IPO, OpenAI’s filing could become the largest capital-raising effort ever directed toward AI infrastructure. What are the implications for investment, competition, and power?
Data Centres

Datacloud Global Congress 2026: Your complete event guide

28th May 2026

7 minutes

A full breakdown of what to expect at Datacloud Global Congress: Where data centre deals get made, as industry leaders look to build the digital infrastructure of tomorrow.
AI

Colt’s Joe Scattareggia: the transatlantic crunch is coming, and Europe has two years to get ready

26th May 2026

5 minutes

Five months into leading Colt’s infrastructure and connectivity sales operation, Joe Scattareggia has a clear agenda: hyperscaler builds in Frankfurt and Berlin, a looming transatlantic capacity squeeze, and winning back ground in Europe’s 400G wavelength market.
Data Centres

Datacloud Power 50: The power players shaping the global data centre industry in 2026

22nd May 2026

2 minutes

From hyperscalers to sovereign wealth funds, the executives driving the next wave of AI infrastructure investment, across compute, capital, construction and connectivity, in one list.
AI

What is a neocloud, and why does it matter for digital infrastructure?

11th May 2026

4 minutes

A new class of AI-specialist infrastructure provider is reshaping the compute landscape, attracting billions in capital and winning contracts that hyperscalers cannot fulfil.

AI

Nvidia takes $2.1bn stake option in IREN as pair target 5GW AI infrastructure buildout

8th May 2026

3 minutes

Nvidia has unveiled a strategic partnership with data centre operator IREN that gives the chipmaker the right to invest up to $2.1 billion in the company, alongside a $3.4 billion services contract, as the two firms target deployment of up to 5GW of AI infrastructure.
Agentic AI

Meta plans to scale agentic AI with AWS Graviton chips

27th Apr 2026

4 minutes

Meta has signed an agreement with Amazon Web Services (AWS) to power agentic AI on Amazon’s Graviton chips.
Data Centres

US hyperscale data centres are shifting inland: Here’s why

13th Apr 2026

3 minutes

The focus of US hyperscale developments is shifting away from coastal regions and towards the centre of the country, new data from Synergy has revealed.