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Infra2026-07-09 · source-backed
Meta Compute will sell excess AI compute and model access against AWS, Azure, and Google Cloud, backed by up to roughly $145B in 2026 infrastructure spend. CoreWeave shares fell 14% on July 8 as the market read Meta as a credible neocloud threat. For anyone renting GPUs, another hyperscaler entrant is good news for pricing and availability, eventually. Watch whether Meta actually opens it up or keeps the good capacity for itself.
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NVIDIA's Blackwell successor is in production ahead of schedule. The NVL72 rack (72 GPUs) delivers 3.6 exaFLOPS for inference, with 288GB HBM4 per GPU. NVIDIA claims 10x lower cost-per-token versus Blackwell. The Rubin CPX variant — purpose-built for million-token inference —...
Amazon's AWS grew 28% to $37.6B (15-quarter high) with $200B planned capex. Google Cloud grew 63% past $20B quarterly, but executives said growth was capacity-constrained. Microsoft's AI business hit $37B annual run rate, up 123%. Meta raised AI capex guidance to $125-145B whi...
72-GPU racks with 50 PFLOPS/GPU, 260 TB/s NVLink 6, BlueField-4 AI-native storage for agentic KV-cache sharing. H2 2026 availability from AWS, Google Cloud, Microsoft, CoreWeave, and Nebius. NVIDIA Newsroom
The most consequential partnership in AI just got rewritten. Bloomberg reports that Microsoft and OpenAI restructured their deal: Microsoft loses exclusive rights to resell OpenAI models, and in exchange stops paying revenue share on OpenAI products it resells through Azure. O...
Meta Business Agent exited free testing August 1 at a blended $2.00 per million tokens bundling AI processing and message delivery. At 20,000-25,000 tokens per interaction, a 10-turn conversation runs roughly $0.40-$0.50 against Salesforce Agentforce's flat $2.00 per conversat...
NVIDIA's next-gen platform comprising seven chips, five rack-scale systems, and a supercomputer purpose-built for agentic AI is now in production. AWS, Google Cloud, Azure, and OCI deploy first in H2 2026. The Vera CPU and BlueField-4 STX storage architecture position it as Bl...
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