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4 stories taggedneocloud.

Illustration: a vast data centre campus at dusk, rows of windowless grey buildings stretching to the horizon
AI Business

Microsoft and Google Trimmed Their AI Spending Forecasts. Here Is What That Actually Means.

Both tech giants came in below analyst expectations on capital spending last quarter. GPU delays, neocloud trouble, and a trillion-dollar bill due next year explain why.

4 min read
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AI Business

Groq raises $350 million after ditching its own chips for Nvidia's

Once an Nvidia rival, the startup is now an Nvidia customer. Here is what happened and what it means for the cloud companies racing to run your AI.

3 min read
Illustration: a modern silicon computer chip on a circuit board
AI Business

SpaceX Is Really a Satellite Firm That Rents Out Computer Power. The Rockets Are Almost a Side Note.

The company's first public earnings report shows Starlink internet and data-centre leasing dwarfing actual space business, and Elon Musk's grand orbital plans look a lot like wishful thinking.

4 min read
Illustration: a dense pile of bundled cash stacks filling the entire frame, shot from slightly above at a slight angle
AI Business

Nvidia Reveals a 9.3% Stake in Nebius, and the Stock Jumps 7%

The chip giant is backing Europe's fastest-growing AI cloud company with real money. Here's what that means and why investors are paying attention.

4 min read
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