AI Hyperscalers

Europe’s data center construction market is projected to grow from $16.3B in 2024 to $27.9B by 2033, driven by cloud adoption, AI workloads, and sustainability mandates. As highlighted in recent TheMarketAI coverage of SWI Group and Nebius, Europe’s buildout is increasingly defined by energy efficiency, sovereign infrastructure, and long-term resilience rather than pure scale.

A new “unicorn at birth” has entered the AI race. Unconventional AI, a two-month-old startup founded by former Databricks AI chief Naveen Rao, has raised $475M at a $4.5B valuation in a seed round. Backed by a16z, Lightspeed, Lux, DCVC, and Jeff Bezos, the company is targeting one of AI’s hardest problems: building a more energy-efficient computer for next-generation AI workloads as power and compute constraints intensify.

Amsterdam-based Nebius is emerging as one of the fastest-growing players in AI infrastructure, combining custom hardware, vertically integrated data centers, and sustainability leadership. With 270% stock growth since its 2024 IPO and a market cap of $12.65B, Nebius is betting that building everything—from servers to cloud APIs—in-house will outmaneuver hyperscalers and cloud resellers in the AI arms race.

AI's rapid ascent faces a major hurdle: the infrastructure supporting it. Kevin Pang, an innovation strategist, highlights that hyperscale AI data centers take 3-6 years and $700M-$1.2B to build. Powering these behemoths is a huge challenge; the US grid's slow growth and increasing demand from AI and EVs are creating bottlenecks. Onsite power generation is also becoming crucial, signaling a shift in energy strategy. The AI revolution hinges on tangible resources, making energ

CoreWeave’s stock tumbled after HSBC issued a bearish $32 price target — over $90 below its current price. While Jim Cramer remains bullish, TheMarketAI.com sees the market reacting to signs that CoreWeave may be shifting from hypergrowth to consolidation — and investors aren’t ready for that.

CoreWeave is doubling down on its AI infrastructure play, announcing a $6 billion investment in a new Pennsylvania data center—its biggest yet. Coming just a week after acquiring Core Scientific, this latest move cements CoreWeave’s strategy to own the full AI stack from chips to power. Investors cheered, sending the stock up 9% on the news.

CoreWeave’s stock slid after buying Core Scientific, even as bulls like Jim Cramer cheered. At TheMarketAI.com, we think investors wanted pure, explosive market share growth — and a vertical integration may be confusing the message.

SambaNova’s new 90-day AI deployment solution highlights just how fierce the race is among data centers and hyperscalers to meet skyrocketing AI demand — anything that speeds up infrastructure rollouts is in high demand.

CoreWeave’s $9 billion acquisition of Core Scientific marks a bold push to control critical AI infrastructure, unlocking long-term savings and power capacity — even as markets digest the ambitious move.

Explore the booming AI hyperscaler supply chain, from Nvidia GPUs to massive data centers powering ChatGPT and beyond. As demand soars, even giants like AWS scramble, creating openings for players like CoreWeave. We break down this modern AI factory network and the billions flowing into it.

SWI Group and Max-Hervé George bet on Europe’s AI boom includes a massive new UK data centre—highlighting how critical infrastructure is racing to keep up with AI demand.