Neoclouds' funding coffers helped them keep up in the race to build AI datacenters, but what next? If GPUs stop being scarce, then neoclouds need stronger differentiation -- as do hyperscalers, who have a broader arsenal to draw from.
The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's.
Tariffs and export controls meant to promote U.S. technology interests could stall the spread of key manufacturing and datacenter buildouts.
Hyperscalers continue to pour money into AI infrastructure this year, but 2026 could see a big change, Futuriom estimates.
Chips in Arizona and AI supercomputers in Texas will help NVIDIA hedge against whatever happens with tariffs while also pushing the company's dreams of building more and more AI factories.
AWS re:Invent brought new data services, but little mention of hybrid or multicloud.
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