Partnership: Infrastructure AI News

HPE Issues Oracle Warrants in AI Network Deal With Financing and Telemetry

The newly detailed terms add stock warrants, support, financing capabilities and network-monitoring work around Oracle’s prospective global Juniper deployment.

Sep 3, 2026Infrastructure

Last week

2 stories

Crusoe Signs Reported $13 Billion, Five-Year AI Cloud Deal With Jane Street

The reported agreement gives the trading firm access to Crusoe’s cloud infrastructure for AI training and inference, but it does not connect the $13 billion commitment to a specific site or amount of capacity.

Sep 2, 2026Infrastructure

SpaceX’s External Compute Deals Add a Potential Rival for CoreWeave

A confirmed Anthropic arrangement and reported outside-customer contracts put more large-scale AI capacity into the market. The unanswered question is whether it can become a repeatable cloud service.

Aug 26, 2026Infrastructure

August 2026

6 stories

AWS Plans 2 Million Nvidia GPUs for 2027–28 and Federal AI Factories

The partnership reaches beyond GPU supply into CPUs, networking and AWS’s own Trainium chips. The largest capacity commitment remains a future deployment, making execution on the shared infrastructure the central test.

Aug 25, 2026Infrastructure

Aug 25, 2026Infrastructure

Cisco and Nvidia Move Secure AI Factory to Rack Scale, Targeting September Orders

The package shifts the sales pitch from individual GPUs to a pre-validated system. Cisco still must show that its promised deployment acceleration holds up in customer data centers.

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Cisco Adds Supermicro Rack-Scale Systems to Its NVIDIA AI Factory for October Rollout

The partnership turns Cisco’s AI infrastructure offer into a more complete rack-to-fabric package, combining dense GPU servers, networking and liquid cooling for customers building larger AI clusters.

Aug 22, 2026Infrastructure

Nvidia Enlists Asset Managers to Mobilize More Than $500 Billion for AI Infrastructure

The partnerships seek to widen access to expensive computing infrastructure. The harder question is whether the projects can generate enough cash to support the financing behind them.

Aug 22, 2026Infrastructure

Together AI Secures $240 Million IBM Cloud Buildout for Open-Source Inference

The agreement gives Together AI a planned dedicated IBM Cloud system for serving enterprise open-source models. The commercial test will be whether the 2027 deployment delivers better service performance and token economics at its reported scale.

Aug 22, 2026Infrastructure

Nvidia Reportedly Connects GPU Customers With Nordic Data Centers

The reported introductions put Nvidia closer to the bottleneck after a chip sale: finding powered sites where customers can install and run AI systems. The test is whether those conversations become commitments to buy or lease capacity.