AI Cloud

IREN Acquires Mirantis: Completing the AI Cloud Stack

IREN Acquires Mirantis: Completing the AI Cloud Stack

AI, Application Development, Cloud-Native, DevSecOps, Infrastructure, Kubernetes /

IREN has completed its acquisition of Mirantis, adding the k0rdent AI orchestration platform to its owned data centers and compute infrastructure. The deal represents a deliberate vertical integration play targeting enterprise AI Cloud buyers. ECI Research data shows AI-enabled development tools are the top investment priority for enterprises in 2026, validating the market IREN is now positioned to serve.

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NAVER and NVIDIA Build Sovereign AI Infrastructure at Gigawatt Scale

NAVER and NVIDIA Build Sovereign AI Infrastructure at Gigawatt Scale

AI, Application Development, Cloud, Infrastructure /

NAVER and NVIDIA have announced a gigawatt-scale sovereign AI infrastructure expansion anchored by the NVIDIA DSX platform at the GAK Sejong data center. The partnership combines NAVER’s hyperscale operations and HyperCLOVA X model development with NVIDIA’s full-stack AI factory blueprint. ECI Research examines the competitive, economic, and technical implications for enterprise AI buyers globally.

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SK Telecom and NVIDIA Build Korea's Gigawatt AI Cloud

SK Telecom and NVIDIA Build Korea’s Gigawatt AI Cloud

AI, Application Development, Cloud, Enterprise IT Strategy, Infrastructure /

SK Telecom and NVIDIA are building a gigawatt-scale AI Cloud in Korea on the NVIDIA DSX platform, targeting sovereign, enterprise, and physical AI workloads. ECI Research examines the competitive, technical, and business implications for enterprise IT decision-makers and developers. The first AI factory is expected to come online in 2027.

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IREN Acquires Mirantis: AI Cloud Delivery Gets an Operational Layer

IREN Acquires Mirantis: AI Cloud Delivery Gets an Operational Layer

AI, Application Development, CloudOps, Infrastructure /

IREN Limited has agreed to acquire Mirantis for approximately $625 million in stock, adding Kubernetes-based orchestration, operational tooling, and enterprise support to its AI Cloud platform. The deal signals a broader market shift in which raw GPU capacity is no longer sufficient to win enterprise AI workloads. ITDMs and platform engineers should evaluate AI infrastructure vendors on their full operational stack, not just compute availability.

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