AI Daily Briefing

Neoclouds Lift Spending as AI Compute Demand Surges

Thursday, August 13, 2026 · 10 min

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CoreWeave and Nebius beat quarterly estimates and pointed to bigger AI cloud contracts, while IBM and Together AI set a $240 million B300 inference cluster. Neocloud capacity is turning into the scoreboard for builders and investors.

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CoreWeave and Nebius beat quarterly estimates and pointed to bigger AI cloud contracts, while IBM and Together AI set a $240 million B300 inference cluster. Neocloud capacity is turning into the scoreboard for builders and investors.

In this episode

  1. CoreWeave boosts 2026 spending plan, beats quarterly estimates on AI demand surge | 94.7 The Beast — 94.7 The Beast

    CoreWeave boosts 2026 spending plan, beats quarterly estimates on AI demand surge | 94.7 The Beast # CoreWeave boosts 2026 spending plan, beats quarterly estimates on AI demand surge By Thomson Reuters Aug 11, 2026 | 3:16 PM Aug 11 (Reuters) – CoreWeave lifted its annual capital spending forecast on Tuesday after beating second-quarter estimates, encouraged by a surge in demand for its AI…

  2. Nebius beats quarterly revenue estimates as AI demand fuels growth - The Economic Times — The Economic Times

    Nebius beats quarterly revenue estimates as AI demand fuels growth - The Economic Times Business News Tech AI Nebius beats quarterly revenue estimates as AI demand fuels growth # Nebius beats quarterly revenue estimates as AI demand fuels growth ReutersLast Updated: Aug 12, 2026, 05:57:22 PM IST Follow us Share Font Size AbcSmall AbcMedium AbcLarge Save ### Synopsis The…

  3. IBM and Together AI Sign $240 Mn Deal to Build NVIDIA B300 Inference Cluster — Analytics India Magazine

    IBM and Together AI Sign $240 Mn Deal to Build NVIDIA B300 Inference Cluster Article Complete ## IBM and Together AI Sign $240 Mn Deal to Build NVIDIA B300 Inference Cluster SaveListen # IBM and Together AI Sign $240 Mn Deal to Build NVIDIA B300 Inference Cluster Together AI will use the infrastructure to increase inference capacity and bring down the cost of serving open-source models to…

  4. China’s first supernode for 2t-parameter models enters service in Ulanqab - Global Times — Global Times

    # China’s first supernode for 2t-parameter models enters service in Ulanqab - Global Times Author: Zhang Weilan Published: 2026-08-12T15:46:00+00:00 Source: globaltimes.cn (globaltimes.cn) Language: en ## Story China’s first supernode for 2t-parameter models enters service in Ulanqab - Global Times [SCI-TECH](https://www.globaltimes.cn/china/science/index.html)/ IT China’s first supernode…

  5. Indosat partners with Ooredoo, Nokia, NVIDIA to build 1GW AI infrastructure platform - FutureCIO — FutureCIO

    Indosat partners with Ooredoo, Nokia, NVIDIA to build 1GW AI infrastructure platform - FutureCIO # Indosat partners with Ooredoo, Nokia, NVIDIA to build 1GW AI infrastructure platform - FutureCIO Editors - August 12, 2026 Indosat Ooredoo Hutchison(Indosat), in partnership with Ooredoo Group, Nokia, and NVIDIA, has launched Zankore by Indosat, an AI infrastructure platform for a global market,…