AI & Enterprise
Beyond GPUs, new AI-specialized cloud tech firms crowd in
AI-focused cloud startups are continuing to enter the market despite big tech dominance, helped by GPU shortages after ChatGPT. Firms such as CoreWeave, Crusoe and Lambda gained traction by not building their own AI. The Information reports some are pivoting toward large-scale data centre development, while new entrants focus more on tools and software. Cooling specialist Accelsius raised $65 million. Other firms are also raising funding for OpenAI- and Anthropic-related infrastructure.