AI data centers

GPU capacity, liquid cooling and what AI-grade infrastructure costs to rent and build.

2026-09-11 · AI data centers

Zankore Secures $3.1 Billion Loan to Build Nvidia AI Cloud Capacity in Indonesia

Ooredoo-backed neocloud Zankore closed a $3.1B senior term loan on September 9, 2026 to fund 100MW of Nvidia AI infrastructure in Indonesia, scaling toward 1GW within three years.

2026-09-05 · AI data centers

Neoclouds vs Hyperscalers: GPU Cloud Business Models Compared

Neoclouds rent GPUs 40-85% cheaper than AWS, Azure, and Google Cloud, financed by debt and take-or-pay deals instead of cloud diversification.

2026-08-26 · AI data centers

AI Inference vs Training: Different Infrastructure Needs

Training clusters need 40-160+ kW racks, liquid cooling and InfiniBand; inference needs lower density, cheaper chips and sites near users. Full comparison.

2026-08-25 · AI data centers

RUM Group Signs $13.7B GPU Services Deal, Grants Buyer Warrant for 51M Shares

RUM Group Inc. (Rumble/Quake AI) disclosed a $13.7 billion, six-year GPU services agreement with an unnamed cloud customer on August 23, 2026 — paid for partly in equity.

2026-08-20 · AI data centers

Nebius Prices Upsized $5 Billion Convertible Notes to Fund AI Data Centers and GPU Buys

Nebius Group priced a $5 billion convertible senior notes offering on August 19, 2026 — its third such raise in a year — earmarking proceeds for data center construction and GPU procurement.

2026-08-09 · AI data centers

GPU Cloud Comparison 2026: 15 Providers Ranked

15 GPU clouds ranked for 2026: CoreWeave, Lambda, Nebius, RunPod, AWS, Azure, GCP, OCI and more, compared on H100/H200/B200 pricing, scale, and SLAs.

2026-08-08 · AI data centers

Power Density: From 5 kW to 130 kW per Rack

Rack power density rose from 5 kW in 2015 to 130+ kW for GB200 NVL72 racks in 2026 — what drives it and what it means for cooling, power, and colocation cost.

2026-08-06 · AI data centers

Liquid Cooling for AI Data Centers: DTC vs Immersion

Direct-to-chip cooling handles 40-120 kW per rack at $28,000-42,000 per rack; immersion scales past 150 kW but costs more to retrofit. Full comparison.

2026-08-02 · AI data centers

GPU Futures Arrive: CME and ICE Make Compute a Tradable Commodity

CME (with Silicon Data) and ICE (with Ornn) launched GPU compute futures in 2026. A public H100 forward curve changes how AI compute is bought and hedged.

2026-08-02 · AI data centers

H100 Rental Prices in 2026: History, Benchmarks, Outlook

H100 rental costs $1.40-2.60/hr on neoclouds and $6-12/hr on hyperscalers in 2026. Prices fell from $8/hr in 2023, bottomed in 2025, then rose 40%.

2026-08-02 · AI data centers

RunPod vs Lambda vs Vast.ai: Which GPU Cloud to Rent From in 2026

RunPod vs Lambda vs Vast.ai in 2026: H100 from $1.53-3.99/hr, H200 and B200 pricing, marketplace vs managed cloud, SLAs, and which provider fits your workload.