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.
SK Telecom and NVIDIA Build Korea’s Gigawatt AI Cloud Read More »
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.
IREN Acquires Mirantis: AI Cloud Delivery Gets an Operational Layer Read More »