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Nvidia halves Ohio OpenAI backstop to under $120bn: Why it happened, and why it matters

17th Aug 2026

4 minutes

Nvidia has cut the financial guarantee underpinning OpenAI’s proposed Ohio data centre project from a discussed $250bn to less than $120bn, the Wall Street Journal reported on Friday, citing people familiar with the matter.

AI

Nvidia now agrees to rent back unused GPU capacity from neocloud operators if customer demand falls short

14th Aug 2026

5 minutes

Nvidia’s new GPU backstop model is unlocking neocloud debt financing, but it also makes Nvidia collateral, guarantor and customer all at once.
AI

Anthropic’s $2tn IPO is really a bet on owning data centres

13th Aug 2026

6 minutes

As the AI lab commits billions to purpose-built capacity, the shift from renting compute to owning infrastructure is putting colocation, financing and power markets under scrutiny.
AI Coreweave.png

CoreWeave’s debt hits $35bn: What it means for the neocloud refinancing wall

12th Aug 2026

4 minutes

CoreWeave’s Q2 results confirm the scale of the debt underpinning the GPU cloud sector, and sharpen a question due behind closed doors at next month’s Metro Connect Fall x Datacloud USA.
AI

What is circular financing in AI infrastructure, and should telecoms and data centre operators be worried?

27th Jul 2026

5 minutes

Circular financing has become one of the most contested phrases in AI infrastructure. Chipmakers, hyperscalers and neoclouds are all wrapped up in it, and regulators are starting to ask hard questions about what it actually means.
Meta CM-Meta.png

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.