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WHTop → 📋 News → NVIDIA CEO Jensen Huang Resigns, Putting GPU Cloud Deals in Focus
NVIDIA CEO Jensen Huang Resigns, Putting GPU Cloud Deals in Focus
📅 - Jensen Huang resigned as NVIDIA's chief executive and left its board Thursday, with Chief Financial Officer Colette Kress taking over on an interim basis. The succession puts a question before GPU cloud operators planning their next deployments. Will NVIDIA keep supplying chips, taking equity stakes, and buying spare computing capacity on the terms it offered under Huang?
CoreWeave shows how much can sit behind a GPU purchase. NVIDIA supplies its chips and invested $2 billion in the cloud provider in January. Under a separate agreement initially valued at $6.3 billion, NVIDIA is also obligated to buy qualifying capacity CoreWeave has been unable to sell through April 2032. Delivery and [...][... Check source for end of article ...]
📅 - Proofpoint Finds Cloud Compromise at 64% of Targeted European Organizations - Proofpoint found evidence of compromise at 64% of the European organizations it observed being targeted by focused attacks on cloud accounts, according to research released Thursday. The findings raise a question for providers that manage email and identity for business customers. Who can spot a compromised account and cut off access before the incident spreads any further?
A managed service provider can close a ticket on a malicious email while the customer still has a live incident. The message may be gone by the time someone notices a suspicious sign-in. If an attacker has gained access to a session, the investigation moves to a different set of records and, in some businesses, a [...]
📅 - Chinese AI Firms Seek Overseas GPU Capacity as U.S. Weighs Cloud Curbs - Chinese artificial intelligence companies are seeking to reserve computing capacity on NVIDIA chips in overseas data centers, Reuters reported Thursday, as buyers weigh whether the controversy surrounding Chief Executive Jensen Huang will accelerate U.S. restrictions on remote access. Some companies have already approached operators, putting cloud contracts in focus alongside the existing controls on physical chip exports.
A rack of GPUs can stay in a data center in Southeast Asia while a customer in China runs a training job on it. That arrangement puts the cloud operator in a different position from a distributor shipping servers across a border. If Washington extends controls to remote [...]
📅 - IonQ Sales Surge Leaves Quantum Compute Demand Hard to Gauge - IonQ reported $173.8 million in third quarter revenue, nearly half of it from SkyWater foundry services, and raised its 2026 forecast above half a billion dollars. The results show that companies can earn revenue manufacturing and selling quantum technology while a different market, for routinely running useful calculations on quantum computers, remains harder to size with confidence.
A foundry gets paid to make chips. A hardware vendor gets paid to deliver a machine. A cloud operator can get paid every time a customer runs an experiment. Those transactions answer different questions about demand. The first two can grow as universities, governments, and companies build capacity. The third [...]
📅 - DE-CIX Expects AI Inference to Spread Across Clouds and Sites - Internet exchange operator DE-CIX expects more companies to run AI inference across regional data centers, cloud platforms, and enterprise sites in 2027, shifting some performance problems from servers to networks. Its annual outlook also raises a procurement question for businesses deploying AI agents across borders. Can their providers show where traffic actually goes and who authorizes access?
Moving a model closer to its users can shorten one part of a request. The application may still need to retrieve documents from another cloud, check permissions against a central directory, or call a service in a different region. Those round trips can eat into the time saved by running the model [...]
📅 - 89% of UK IT Respondents Report Higher Data Center Costs - Data center infrastructure costs rose for 89% of UK IT decision makers surveyed for 11:11 Systems, with an average increase of 14% over the past year. The findings put disaster recovery in the same budget discussion as hardware and virtualization, as businesses weigh how much they can save by switching platforms without making systems harder to restore.
The average gives procurement teams a starting point. It could be well below what some face at renewal. Fifteen percent of UK respondents reported increases above 25%, while 37% identified rising storage or memory costs as a concern for data center strategy. The UK results cover 163 people involved in infrastructure, security, backup, or [...]
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