InfoWorld’s David Linthicum argues that neocloud providers are the fastest-growing cloud category on record but are failing to explain themselves to enterprise architects. We check the Synergy and ABI Research numbers behind the claim, read CoreWeave’s latest quarter for evidence of enterprise demand, map where GPU clouds fit beside hyperscalers and MSPs, and give buyers a risk register and an evaluation checklist.
A Brookings paper by Columbia’s Stijn Van Nieuwerburgh estimates the AI buildout will cost $10.3 trillion from 2025 to 2032, more relative to GDP than the railroads or highways, and warns that leases, SPVs and private credit are hiding the risk. We explain the numbers, Meta’s Hyperion template, the $3.7 trillion revenue question and what businesses should do.
Nvidia is investing $3.5 billion in MediaTek through convertible bonds, announced 31 August 2026, deepening a partnership spanning AI data centres, RTX and DGX Spark-class PCs and automotive platforms. MediaTek will adopt Nvidia’s NVLink Fusion and NVHBM interconnects to design custom chips for AI companies and hyperscalers that plug straight into Nvidia-based data centres. This analysis covers what the deal includes, why it lands as Amazon, Google, Microsoft, OpenAI and Anthropic build their own silicon, MediaTek’s $2 billion-to-$12 billion data-centre ambition, the risks, and what it means for businesses buying AI services.
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