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WHTop → 📋 News → QumulusAI to Supply $32M in NVIDIA B300 Capacity
Jul, 2026 : QumulusAI to Supply $32M in NVIDIA B300 Capacity
📅 - QumulusAI has signed a two-year infrastructure agreement worth more than $32 million to supply NVIDIA Blackwell B300 GPU capacity for an unnamed AI inference platform, underscoring how demand is shifting from experimental model training toward contracted inference infrastructure as enterprise generative applications expand and utilization patterns become increasingly predictable with deployments scheduled to begin during fall 2026.
The customer develops infrastructure for enterprises and software developers running image, video, and other generative AI applications where response times directly affect product quality. Rather than relying on burstable or spot GPU markets, the company has [...][... Check source for end of article ...]
📅 - IBM Acquires HRL to Expand Quantum Hardware and Sensing Research - IBM has agreed to acquire HRL Laboratories, the Boeing- and General Motors-owned research group, adding silicon-spin qubit engineering, quantum sensing and advanced materials expertise to its expanding quantum program. The deal gives IBM a second hardware path alongside superconducting qubits while extending its reach into defense, navigation, communications and government-funded research, subject to regulatory approval this year.
The transaction is less about replacing IBM's current quantum architecture than buying optionality. IBM has spent years organizing its quantum roadmap around superconducting qubits, error correction and progressively larger systems. HRL brings a different device [...]
📅 - Atos Unveils EU Sovereign Cloud for Regulated Infrastructure - Atos has introduced a sovereign cloud platform designed and engineered in the European Union, targeting governments, healthcare providers, defense organizations and critical infrastructure operators seeking greater operational independence. The offering arrives as European customers increasingly weigh geopolitical risk, regulatory pressure and cloud dependency alongside technical capability when selecting long-term infrastructure platforms and providers.
Cloud procurement inside Europe's regulated sectors has become noticeably more political. Technical specifications still matter. So do pricing and performance. Increasingly, however, procurement teams are also evaluating where [...]
📅 - Leaseweb Expands VMware Scale With ITQ Customer Acquisition - Leaseweb has acquired the VMware VCSP customer base that ITQ previously supported under Broadcom's white label partner program, adding 51 cloud service providers representing roughly 35,000 processor cores. The transaction expands Leaseweb's VMware Cloud Foundation footprint across Europe while highlighting how Broadcom's partner restructuring continues reshaping VMware distribution, competition, and enterprise infrastructure procurement decisions today.
Broadcom's overhaul of VMware's partner ecosystem continues to redraw the European cloud market, and Leaseweb is emerging as one of the companies absorbing the fallout. By taking over ITQ's VMware VCSP customer base, the Dutch [...]
📅 - AMD Targets Full-Stack AI With Helios, EPYC and New Robotics - AMD is broadening its AI ambitions well beyond accelerators, introducing a coordinated hardware and software portfolio built around rack-scale infrastructure, new server processors, GPUs, embedded silicon and robotics platforms. The strategy reflects a market increasingly rewarding vendors capable of supplying complete AI systems instead of individual chips, while enterprise infrastructure requirements continue growing substantially worldwide.
The industry's center of gravity has shifted again. Training massive language models still matters, but inference is beginning to dominate infrastructure planning as enterprises move from experimentation toward continuous AI services, autonomous [...]
📅 - Nokia’s AI Networking Growth Meets Heavy Restructuring Costs - Nokia's second-quarter results suggest the company is finding a second growth engine in AI and cloud networking, even as restructuring costs obscure the headline profit picture. Revenue rose, infrastructure margins improved and orders accelerated, but the quarter also exposed a familiar tension - operational progress on one side, expensive portfolio cleanup and execution risk on the other.
For years, Nokia has been read mainly through the spending habits of telecom operators. That remains unavoidable. Mobile Infrastructure still generated the larger share of quarterly sales, and carrier investment cycles are hardly predictable. Yet the more consequential numbers now sit elsewhere. Network [...]
📅 - NovoServe Expands Amsterdam Bare Metal Capacity by 150 Racks - Dutch IaaS company NovoServe is adding 150 racks of bare metal capacity across two data centers in the Amsterdam area, expanding at existing facilities operated by NorthC and maincubes. The company plans 80 racks and 400kW at Oude Meer this summer, followed by 70 racks and 300kW at Schiphol Rijk in two phases over the coming months, according to NovoServe in total.
The expansion is concentrated at sites NovoServe already uses, rather than at a new campus. It is a capacity increase inside an established operating footprint, divided between NorthC Datacenters in Oude Meer and maincubes in Schiphol Rijk.
For customers, the immediate change is straightforward: more room for dedicated servers [...]