IBM Cloud and Together AI expand AI infrastructure with NVIDIA - Cloud Computing News

IBM and Together AI have entered a multi-year agreement worth $240 million to deploy a large NVIDIA-based AI computing cluster on IBM Cloud. The cluster, expected to be available in early 2027, will u... Read original →

This collaboration between IBM, Together AI, and NVIDIA signals a strategic push toward high-performance computing clusters in the cloud. The deployment of HGX B300 and Blackwell 300 GPUs will significantly boost open model inference capabilities, driving demand for advanced semiconductor production (e.g., 3nm EUV), and accelerating capacity expansion. Pre-orders from players like CoreWeave and Nebius indicate strong market appetite for compute resources. From a compliance standpoint, this move may intensify U.S. export controls on high-end GPUs, heightening supply chain risks. Competitors such as AWS and Google Cloud may accelerate in-house chip development to reduce reliance, leading to fragmented tech strategies. Within the next 12 months, AI inference clusters will become key differentiators for cloud providers, reshaping the CaaS landscape.