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Anthropic and Nscale strike $45 billion cloud deal, sources say
Anthropic has reportedly secured a $45 billion cloud infrastructure agreement with Nscale to lease ~460 MW of compute capacity at a West Virginia data center development, signaling massive scaling ambitions for its AI models.
Aug 27, 2026
Ryanair signs five-year Google Cloud deal, expands use of AI in airline operations - Yahoo Finance
Ryanair has entered a five-year strategic partnership with Google Cloud to integrate AI across airline operations, signaling a major shift toward cloud-native infrastructure and AI-driven optimization in low-cost aviation.
Aug 12, 2026
Together AI embraces the competition with $240M IBM Cloud deal - The Register
Together AI secured a $240 million multi-year agreement with IBM Cloud to host and scale its open-weight AI models, positioning itself as a neutral infrastructure partner amid rising competition in the AI model hosting and inference market.
Aug 12, 2026
Exclusive: Mirendil inks $100M+ Google Cloud deal to scale self-improving AI
Mirendil secured a $100M+ cloud infrastructure deal with Google Cloud to support R&D on self-improving AI systems, positioning itself as a leader in autonomous AI advancement.
Aug 6, 2026
Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal (Jeremie Eliahou Ontiveros/SemiAnalysis)
Meta is reportedly considering repurposing its massive AI compute infrastructure for multiple revenue-generating and strategic uses—including internal model development, ad optimization, third-party model hosting, and a potential partnership with Anthropic—framing its infrastructure as a flexible, multi-purpose asset rather than a cost center.
Published Jul 3, 2026 · Analyzed Jul 6, 2026