Large cloud providers still want the market to believe that AI infrastructure is a premium business where customers pay premium prices. That argument worked when buyers had few alternatives, when access to advanced GPUs was restricted, and the operational maturity of the hyperscalers created an advantage that smaller competitors could not easily match. However, the market is rapidly changing, making economics unavoidable. Recent comparisons show that neocloud providers are often much cheaper than major public clouds, with hyperscalers costing about three times to six times as much as specialized competitors for similar compute capacity.
That gap is not a rounding error. Enterprises cannot dismiss this as just the cost of doing business with a trusted vendor. The bills are significant enough to influence architectural choices, vendor strategies, and even the locations of AI innovation. One commonly cited example in current pricing comparisons shows that NVIDIA H100-class compute costs a
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Key Highlights First-quarter 2026 revenues reached $2.65 billion, representing a 30.1% annual increase and surpassing analyst projections Earnings per share of $1.17 on an adjusted basis significantly exceeded the $1.00 consensus forecast Shares have climbed 115% since the start of the year, trading at $340.02 and approaching the 52-week peak of $359.84 Wall Street sentiment remains positive with 21 of 26 analysts maintaining Buy recommendations, despite average targets trailing current valuations Management upgraded annual EPS projections to a range of $6.30–$6.40 while setting second-quarter outlook at $1.37–$1.43 Vertiv (VRT) shares are hovering near record territory following exceptional first-quarter results driven by accelerating artificial intelligence infrastructure buildouts. Vertiv Holdings Co, VRT The infrastructure solutions provider delivered first-quarter revenu
TeraWulf’s HPC lease revenue jumped 117% quarter-on-quarter to $21 million, but a $427 million net loss highlights the costs of transitioning from Bitcoin mining to AI infrastructure.
SANTA CLARA, Calif. and CORNING, N.Y., May 7, 2026 — NVIDIA and Corning Incorporated have announced a multiyear commercial and technology partnership to dramatically expand U.S.-based manufacturing of the advanced optical […]
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Insider Brief Nyobolt has raised $60 million in series C funding to expand its ultra-fast charging and high-power battery systems for autonomous robots and AI infrastructure, with valuation topping $1 billion. The funding round was led by Symbotic, with participation from IQ Capital, Latitude, Scania Invest and CBMM. The company said revenue increased fivefold year […]
Silicon photonics is emerging as a way move massive amounts of data among GPUs and CPUs in HPC systems, but what if you could compute purely with light and photonics? […]
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Featherless.ai, a platform for deploying open-source AI models, has raised $20 million in Series A funding co-led by AMD Ventures and Airbus Ventures, with participation from BMW i Ventures, Kickstart Ventures, Panache Ventures, and Wavemaker Ventures. The company supports over 30,000 open models across language, vision, and audio, positioning itself as a hardware-neutral alternative to […]
I’ve been watching the cloud market long enough to know when a useful innovation becomes a strategic distraction. That’s what is happening now with agentic AI. The concept itself is not the issue. There is real value in autonomous and semi-autonomous systems that can coordinate tasks, assist developers, optimize workflows, and eventually reduce the amount of manual effort required to run complex businesses. However, just because a technology has promise does not mean it deserves to dominate the road map.
Right now, many cloud providers are acting as if agentic AI is the next unavoidable layer of enterprise computing, and therefore the best use of executive attention, engineering investment, and marketing energy. I think that is a mistake. In fact, I think it is the wrong priority at the wrong time.
The cloud providers are not operating from a position of solid fundamentals. They are still struggling with platform fragmentation, operational complexity, uneven service integration, confus
