GPU & Merchant Accelerators

Bank of America reiterated a Buy rating on Advanced Micro Devices and raised its price target to $720 from $620, citing the company's opportunity to capture a larger share of the rapidly expanding server CPU market. The firm expects the server market to grow from approximately $61 billion to $211 billion by 2030, with roughly $180 billion of that total tied to AI workloads, and sees agentic AI boosting demand for CPUs that coordinate workloads and manage data alongside GPUs. AMD's data center revenue rose 107% in the second quarter to $6.72 billion, driven by EPYC server CPUs and Instinct GPUs, while client business revenue climbed 23% year over year to $3.1 billion on Ryzen demand. The stock has gained more than 180% in 2026 and trades at a forward price-to-earnings multiple of 39X, roughly double Nvidia's 19X, though AMD's gross margin of 54% trails Nvidia's roughly 75%. Hedge fund participation increased to 164 funds holding AMD as of the second quarter, up from 134 in the first quarter, while short interest stood at approximately 39.98 million shares as of September 15, about 2.46% of the float.

Amazon has established an $8 billion special purpose vehicle to buy and lease back Nvidia Grace Blackwell chips to AWS clients, an off balance sheet financing tool for AI hardware as cloud capital demands rise. Morgan Stanley has reinstated Nvidia as a Top Pick, citing its view on AI data center demand and capacity expansion. The Amazon vehicle and the Morgan Stanley call both sit inside a wider Nvidia AI infrastructure story, alongside Nvidia's own US$500 billion ecosystem financing plans. The structure lets AWS keep building AI capacity without stacking all the hardware on its own balance sheet, pointing to new funding structures that can support large orders as AI factories become more capital intensive across cloud and sovereign projects. The clearest early signal on whether the model scales would be other hyperscalers or sovereign AI buyers setting up similar chip vehicles that explicitly name Nvidia hardware, with disclosed sizes and timelines.

Nvidia said its board increased its share buyback program by $150 billion, leaving $235 billion in total authorization, the largest buyback program in U.S. history according to data compiled by Bloomberg. Advanced Micro Devices said it would acquire AI model and research lab World Labs in an all-stock transaction valued at nearly $8.2 billion, a deal Citi analyst Atif Malik said gives the company deeper visibility into how AI models are evolving, while RBC analyst Srini Pajjuri said it could help position AMD to offer full-stack solutions for robotics, simulation and physical AI markets. Micron Technology reported fourth-quarter results and an outlook that beat expectations as its strategic customer agreements continued to increase, and Accenture reported fiscal quarterly results that exceeded expectations on both revenue and bookings, sending its shares up nearly 16% on Thursday. HPE closed nearly 4% higher after saying it won a $1.2 billion order of AMD's Helios AI rack from cloud infrastructure company Vultr, and raised its fiscal 2027 networking growth outlook to the high-teens to low-20s on a percentage basis, with data center networking revenue expected to grow at a low-to-high 50s percent compound annual rate through fiscal 2029. Anthropic intends to launch its initial public offering before the Thanksgiving holiday, according to Bloomberg, which also reported that Broadcom's Wall Street syndicate is starting to gather $60 billion of fresh AI chip financing to benefit Anthropic PBC and other companies, while Meta Platforms is adding a new Meta Enterprise Platform for organizations, tapping MongoDB CEO Chirantan Desai to lead it, and introduced Muse for Small Business.

CoreWeave announced availability of the NVIDIA Vera Rubin NVL72, with Cognition as its first production customer, alongside new support for the NVIDIA Vera CPU. Cognition, which uses CoreWeave for training, reinforcement learning and inference, reported that the Vera Rubin NVL72 delivered up to 4.8x higher total token throughput for SWE-2 inference workloads versus a GB200 NVL72 baseline and 3.8x higher output-token throughput for reinforcement-learning workloads. CoreWeave said a Vera rack can contain 128 CPUs and 11,264 cores, theoretically supporting more than 11,000 concurrent isolated environments, and that testing showed more than three times faster agent sandbox startup times compared with an x86 CPU. The company will offer Vera on bare metal using the same operating model and economics as the rest of its infrastructure, aiming to monetize CPU-intensive infrastructure alongside accelerator hours. CoreWeave remains heavily dependent on NVIDIA's technology roadmap and faces competition from hyperscalers and specialized GPU clouds including Microsoft Azure and Nebius Group N.V., which closed four deals in the quarter averaging more than $1 billion each and plans roughly £1.7 billion in U.K. AI compute expansion expected to deliver 65 MW when fully operational in 2027.

NVIDIA Corporation has added $150 billion to its share repurchase authorization, the largest increase in the company's history, bringing the remaining authorization to $235 billion with execution planned through fiscal 2028. The program is backed by second-quarter fiscal 2027 revenues that jumped 106% year over year to $96.2 billion, including Data Center revenues that surged 117% to $89 billion, with GAAP and non-GAAP gross margins both at 75%. In that quarter NVIDIA generated operating cash flow of $24.08 billion and free cash flow of $21.34 billion, and returned approximately $26 billion to shareholders through $19.7 billion of stock repurchases and $6 billion in dividends. For the first half of fiscal 2027, operating and free cash flows reached $74.42 billion and $69.9 billion, respectively, and third-quarter revenues are expected to grow 12% sequentially to $108 billion. Among peers, Broadcom generated $31.9 billion in free cash flow in the first three quarters of fiscal 2026, roughly 45% of revenues, and returned $18.3 billion to shareholders in the first nine months, while Texas Instruments generated $4.1 billion in free cash flow in the first half of 2026, repurchasing $185 million of stock and paying $2.6 billion in dividends.

AMD announced on September 28, 2026 that it will acquire World Labs, the spatial intelligence startup founded by ImageNet pioneer Fei-Fei Li, for $8.2 billion in an all-stock transaction — the second-largest acquisition in AMD's history, trailing only its roughly $50 billion purchase of Xilinx in 2022. Li will join AMD as executive vice president and chief scientist, reporting directly to CEO Lisa Su. World Labs, founded in 2024, develops spatial intelligence models that perceive, generate, and reason about three-dimensional environments, including the Marble 3D environment tool, the Atlas world model, and the Spark 2.0 renderer, and had raised approximately $1 billion from investors including Andreessen Horowitz before the deal. The acquisition extends AMD's stack-building strategy, following ZT Systems for $4.9 billion, Silo AI for $665 million, and Pensando for $1.9 billion, and places it in direct competition with NVIDIA's Cosmos, Isaac, GR00T, and Newton physical AI ecosystem. The deal is expected to close by end of 2026, subject to regulatory approval, and Anthropic's compute corridor map already includes a $5 billion commitment to AMD's Instinct MI450 capacity starting in the first half of 2027.

Barclays said fresh data shared by Nvidia points to at least $30 billion of potential upside to the chipmaker's revenue from the top five cloud providers in both 2026 and 2027. Analyst Tom O'Malley noted that Nvidia disclosed its share of IT capital spending across the five largest cloud service providers in recent years, through the second quarter of 2026, along with an estimate of 44% for 2027. Using Barclays' internet team's assumption that cloud capital spending reaches about $1.1 trillion by 2027, with 80% going to IT, O'Malley calculated hyperscaler revenue of $237 billion in 2026 and $401 billion in 2027, above Barclays' current forecasts of $206 billion and $370 billion. In an upside scenario where historical ratios hold, he sees revenue reaching $246 billion and $417 billion in those years. O'Malley also noted that Nvidia's hyperscaler revenue includes SpaceX while the top five cloud provider figure does not, implying an even larger total, and said sentiment on the name can continue to improve amid solid numbers upside, increased buybacks and the Hugging Face acquisition.

The global generative AI market is projected to grow from USD 185.45 billion in 2026 to USD 1.65 trillion by 2033, a compound annual growth rate of 36.8%, according to a new ResearchAndMarkets.com report. Growth is driven by the shift from experimental use cases to production-grade deployments across enterprise software, customer operations, software engineering, analytics, research and workflow automation, with investment rising in AI accelerators, cloud infrastructure, model-development platforms, enterprise copilots, multimodal systems and agentic AI. Autonomous task execution and workflow automation is expected to be the fastest-growing application segment through 2033, while IT and ITeS is expected to account for the largest share of the market in 2026. North America is expected to hold the largest regional share in 2026, and Asia Pacific is projected to register the fastest growth from 2026 to 2033. Key participants profiled include AWS, Microsoft, Google, NVIDIA, OpenAI, Anthropic, Meta, IBM, Salesforce, Accenture, AMD, Broadcom, Qualcomm, Intel, Cisco, Micron, SK Hynix, Dell Technologies, Mistral AI, Cohere, xAI, DeepSeek AI, Midjourney, Databricks, Snowflake, Hugging Face, LlamaIndex, Weights & Biases, Credo AI, Lakera, Protect AI, HiddenLayer, Lasso Security, LangChain, CrewAI, Kore.ai, Cognigy, UiPath, Adobe, ServiceNow, SAP, Oracle, Perplexity AI, Harvey, Deloitte, TCS, Infosys, HCLTech, Cognizant and EPAM Systems.

Aoni Electronics announced on the evening of September 30 that its wholly owned subsidiary Aoni Intelligent Technology Zhongshan Company signed a procurement contract with Company C to purchase GPU computing card products, with a total contract value of 1.821 billion yuan including tax. Earlier, on September 24, the company announced at midday that Aoni Intelligent signed a procurement contract with Company B to purchase GPU computing card products, with a total contract value of 232.26 million US dollars, equivalent to approximately 1.556 billion yuan. The company stated that the above contracts are major contracts in the ordinary course of Aoni Intelligent's business, do not require review by the company's board of directors or shareholders' meeting, and do not constitute a related-party transaction or a major asset restructuring. Aoni Electronics said that if the contracts are performed smoothly, they are expected to have a positive impact on the company's operating results for the performance year, with the specific impact amount and reporting period depending on the fulfillment of the orders, while also cautioning that the contracts may not be performed on schedule or in full due to changes in the macroeconomic environment, industry policy adjustments, or force majeure. Financial reports show that in 2025 Aoni Electronics achieved operating revenue of 946 million yuan, with a net loss attributable to shareholders of the listed company of 157 million yuan. In the first half of 2026, operating revenue was 907 million yuan, up 215.44 percent year on year, and net profit attributable to the parent company was 16.8146 million yuan, up 126.22 percent year on year.

Ennoble Care LLC has selected CoreWeave Cloud to run its clinical AI inference workloads, deploying NVIDIA RTX PRO 6000 Blackwell Server Edition nodes on CoreWeave Kubernetes Service. The agreement, announced at CoreWeave's Fully Connected conference, gives the home-based primary, palliative and hospice care provider dedicated, reserved GPU capacity with hardware-enforced isolation and zero-trust controls. Ennoble Care, which operates as an accountable care organization across 15 states and serves approximately 50,000 patients a year, said the deployment will let it scale the AI capabilities built into its proprietary electronic medical record system to tens of thousands of additional patients. Chief technology officer Jonathan Taylor said CoreWeave offers reserved capacity, a Kubernetes environment the team can move into quickly, and direct engineering support. CoreWeave chief revenue officer Jon Jones said clinical inference demands continuous workloads, short latency budgets and absolute compliance requirements.

Lenovo announced Lenovo AI Express, a new quick-start program developed with NVIDIA that accelerates the path to production AI by cutting order-to-ship times to as few as 15 business days for eligible configurations. The program offers three validated quick-start configurations of the Lenovo Hybrid AI Factory with NVIDIA: a Small tier shipping from 15 days for inferencing for tens of users at 30+ TPS with model sizes from 7B to 70B, built on Lenovo ThinkSystem SR650a V4 with two NVIDIA RTX 6000 PRO Blackwell Server Edition GPUs; a Medium tier from 20 days for hundreds of users with model sizes from 70B to 400B, built on Lenovo ThinkSystem SR675 V3 with eight NVIDIA RTX 6000 PRO Blackwell Server Edition GPUs; and a Large tier from 25 days for thousands of users with up to a trillion parameters, built on Lenovo ThinkSystem SR680a V4 with NVIDIA HGX B300. Lenovo cited its 2026 CIO Playbook finding that organizations expect an average $2.79 return for every $1 invested in scaled AI execution, with 93% of enterprise respondents anticipating positive returns. Ashley Gorakhpurwalla, President of Lenovo's Infrastructure Solutions Group, said the program gives customers an accelerated path to deploying AI infrastructure while mitigating the risk of overbuilding or costly delays, and NVIDIA vice president of enterprise platforms Chris Marriott said the ready-to-ship solutions combine Lenovo's validated systems with NVIDIA accelerated computing, networking and AI software. The configurations support the latest AMD and Intel CPUs and can be extended with Red Hat AI Factory with NVIDIA or NVIDIA AI Enterprise software, plus Veeam Kasten for AI data resilience, and Lenovo is expanding access through its global partner ecosystem via the Lenovo 360 framework.

Hewlett Packard Enterprise said it won a $1.2B order for AMD's Helios AI rack from cloud infrastructure company Vultr, the first such order for the system. The AMD Helios AI rack includes HPE's networking scale-up switching and software and is comprised of 72 AMD Instinct MI455X GPUs, along with AMD's EPYC CPUs, AMD's Pensando Vulcano AI NIC networking, and AMD's ROCm software. Separately, HPE raised its fiscal 2027 outlook, saying it now sees networking growth in the high-teens to low-20s on a percentage basis as it gains share in the data center networking market, with data center networking revenue expected to grow at a low-to-high 50s percent compound annual rate through fiscal 2029 and routing revenue expected to grow in the low-to-high 20s on a percentage basis through 2029. HPE also increased its target for synergies related to its Juniper Networks acquisition, now expecting $800M in annual run-rate savings by the end of fiscal 2028, up from its previously announced target of at least $600M. HPE shares rose 3.5% in premarket trading while AMD fell 0.7%.

Nvidia released the Open Agent Safety Platform on September 28, a set of tools designed to prevent AI agents from causing security problems when they act autonomously. The launch came days after chief executive Jensen Huang described warnings from the heads of Anthropic and OpenAI as odd in a conversation with Ezra Klein of The New York Times. Nvidia's annual revenue runs near $302.97 billion, and revenue in the most recent quarter was up 105.9% on a year earlier, giving the company ample cash to fund safety tooling that could ease enterprise hesitation about deploying agents and expand demand for its computing capacity. The company is worth about $5.45 trillion and trades near 28 times trailing earnings. The presentation carries some risk, since a supplier that writes its own safety tooling tends to be asked who checked it, and vendor assurances have historically carried less weight with regulators than independent ones.

Nvidia has reportedly held talks with insurance companies about shifting risk tied to loans backed by its AI chips, as CEO Jensen Huang pushes to make GPU infrastructure easier to finance beyond Big Tech buyers. According to a Financial Times report on Tuesday, one structure under discussion would insure lenders if smaller cloud operators, or neoclouds, default and the Nvidia chips pledged as collateral cannot be resold for enough to cover the loan. The talks remain preliminary and may not produce deals, and Nvidia has also shared chip-depreciation and future compute-price data with at least one insurer. The effort extends Nvidia's push to turn compute into an investable asset class; in August the company partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR on platforms designed to mobilize more than $500 billion of third-party capital for AI infrastructure. Nvidia's filings say access to capital can constrain less-capitalized AI clouds and model makers, and according to an SEC filing from July 26, Nvidia had $36 billion in typically six-year cloud-service commitments to help selected AI-cloud partners deploy more infrastructure, while reserving the option to provide limited residual-value support on individual projects.

Hivelocity announced that GPU acceleration is now available across several of its Tier 3 bare metal bundles, giving customers a dedicated place to run small language models and local AI tools in production. The acceleration comes from NVIDIA L4 Tensor Core GPUs, a single-slot, 72-watt card with 24 GB of GPU memory, which Hivelocity said fits most quantized small language models comfortably and allows GPU compute in more configurations and locations than higher-wattage cards permit. The company said the move responds to customers shifting from shared, token-metered AI services to smaller tuned models they run themselves, with small language models in the 3B to 13B range now handling a large share of production work such as summarization, classification, extraction, retrieval-augmented search, and agent and chat back ends. Because the servers are single-tenant, customers get consistent inference latency without competing for GPU time, and prompts, embeddings, fine-tuning data, and model weights stay on hardware they control end to end, which Hivelocity said matters for teams under data residency, HIPAA, or contractual restrictions on where inference happens. Chief Product Officer Ned Pope said customers are putting small, focused models into production on hardware they control with a predictable cost, and Hivelocity noted that initial quantities across locations are limited and allocated on a first come, first served basis.

Nvidia has announced an agent safety platform that pairs its open-source OpenShell software fence with a new hardware chip called Sentry, designed to monitor and quarantine AI agents that break out of their sandboxes. OpenShell builds a software boundary around an AI agent, while Sentry sits on the outer perimeter as a hidden guard that the agent cannot detect and can quarantine it the moment it steps outside the fence. Nvidia says the key distinction is that Sentry enforces containment at the hardware level, whereas past escapes, including the Hugging Face incident and attacks tied to Anthropic's Claude, occurred at the application or software level. Nvidia chief executive Jensen Huang confirmed in the report that under the exact same conditions as the Hugging Face incident, which went undetected for months, the platform would have prevented the entire event in milliseconds. The announcement follows Huang's remarks that AI labs calling for a slowdown while simultaneously accelerating AI compute investment are contradicting themselves, and that companies can simply release safe products instead.

QumulusAI Inc announced $240.9 million in new three-year contracts for Nvidia Blackwell B300 GPUs, sending its shares down 15% in early Tuesday trading and erasing a 15% premarket gain. The agreements cover more than 2,000 B300 GPUs and expand relationships with two AI inference customers first established in July 2026, bringing the combined contracted commitments from these two customers past $344 million. The larger contract, valued at $211.9 million over three years, is with an AI inference platform that deploys large language models and other AI applications, marking the customer's second agreement with QumulusAI following a $71.9 million three-year contract announced July 28, 2026, and bringing total commitments from this customer to more than $283 million, with capacity targeted for delivery in early 2027. The second contract, worth $29.1 million over three years, is with a generative-AI inference platform serving developers and enterprises, following a $32 million two-year agreement announced July 23, 2026, and bringing this customer's total commitments to more than $61 million, with capacity expected to be delivered in December 2026. Extension options could increase the total potential value of the new agreements to $401.6 million over five years, with the larger contract including two one-year extension options valued at $70.6 million each and the smaller contract carrying a two-year extension option valued at $19.4 million. CEO Michael Maniscalco said inference platforms are planning capacity years ahead and backing those plans with cash, allowing the company to place GPUs against signed contracts rather than forecasts.

Alibaba Group Holding is expected to secure Chinese approval to purchase Nvidia RTX PRO 5500 chips under current export rules. Regulators in Beijing are reviewing the RTX PRO 5500 orders as a category of AI hardware seen as compliant with US curbs. The prospective approval would expand Alibaba's pool of Nvidia processors for use in its cloud services and in-house AI projects, supporting the company's RMB 380 billion AI and cloud buildout over three years alongside its Zhenwu V900 chips. The likely green light comes as Alibaba competes with Tencent and Huawei to serve enterprise AI workloads at scale, while analysts warn that relying on both in-house accelerators and imported Nvidia gear could keep capital intensity high and leave profitability under strain if usage lags capacity.

NVIDIA Corporation increased its share repurchase authorization by $1 billion on Monday, a move CNBC host Jim Cramer said he had pushed for throughout 2026. Cramer argued the buyback could change the stock's trajectory if the company is active in the market every day, comparing it to the repurchases Apple executed under former CFO Luca Maestri. The announcement comes as NVIDIA guides 70% fiscal year 2028 revenue growth after growing revenue 106% annually in the second quarter, though higher memory prices and tight semiconductor manufacturing capacity remain risks. The company guided third quarter gross margin of 75%, a full point lower than Q2's 74%, and said fiscal Q4 gross margin could range between 71% and 72% before recovering. NVIDIA's long term debt jumped to $32.3 billion in the second quarter from $7.5 billion a year earlier, and the stock trades at a forward P/E ratio of 24.9, below Intel's 63.29 and AMD's 39.53.

Nvidia disclosed that Anthropic now has more than $180 billion of contracted value across cloud providers and neocloud operators, a figure the chipmaker revealed during its latest Non-Deal Roadshow. The Dario Amodei-led AI developer has also contracted for 2.5 gigawatts of Nvidia AI infrastructure scheduled for delivery through 2028. Nvidia said its revenue opportunity per gigawatt, based on its reference designs, has risen from roughly $18 billion during the Hopper generation to $25 billion with Blackwell and $40 billion with Rubin. The company added that its share of information-technology capital spending among the five largest cloud service providers has climbed from 11% in the first quarter of 2023 and is projected to reach 44% by 2027, while Australian partners including IREN and Firmus expect to bring roughly 2 gigawatts of capacity online by 2027. Nvidia also expanded its share-repurchase authorization by $150 billion to $235 billion.

Baird lifted its price target on Micron Technology to $1,520 from $1,280 on Monday and kept an Outperform rating on the stock, a new target roughly 40% above Friday's close of $1,082.28. Analyst Tristan Gerra said he is incrementally positive on Micron in the near and medium term, citing a surge in demand for AI agents, slower growth in memory chip supply industry-wide next year and higher expected margins on high-bandwidth memory. Gerra said demand for AI agents has pushed Nvidia GPU lead times from six weeks to nearly 40 weeks in the past three months, and Baird forecasts AI CPU unit growth of about 40% industrywide in 2027. Baird said growth in total DRAM supply is expected to slow from more than 30% this year to 20% in 2027, with HBM growing in the 60% range, and it now expects DRAM contract prices to rise 20% in the third quarter from the previous quarter and another 10% in the fourth quarter. The firm also expects enterprise DDR5 prices to climb a further 15% to 20% in the fourth quarter, HBM gross margins at Micron and SK Hynix to exceed 80% in 2027, server unit growth to pick up from 18% to 19% this year to 20% to 22% in 2027, and NAND flash prices to rise 20% in the third quarter and a further 5% to 10% in the fourth quarter.

Nvidia has revealed plans to hand investors $150bn in the biggest share buyback in history. Chief executive Jensen Huang said the chipmaker's board had approved the record-breaking increase to its buyback programme, financed by the fruits of the AI boom. The $150bn pledge is the largest one-off increase to a share repurchase programme in history, eclipsing the $110bn authorised by Apple in 2024, and brings Nvidia's total fund for share repurchases to $235bn. Nvidia, the world's biggest company with a valuation of $5.4tn, saw its shares rise by almost 2pc in pre-market trading on Monday after the buyback was announced. Profits more than doubled in Nvidia's last quarter to $60bn, and the company is expected to surpass Microsoft as the world's most profitable company next year with a forecast annual profit of $243bn.

Taiwan Semiconductor Manufacturing is expanding 2-nanometer production faster than previously expected as major customers increase their commitments to the new technology. The company could reach monthly 2nm output of about 120,000 wafers by the end of 2026, compared with earlier estimates of 90,000 to 100,000, according to Taiwan's EDN. Apple, Nvidia, Advanced Micro Devices, Qualcomm and MediaTek are reportedly lifting 2nm orders by 10% to 20%, giving TSMC additional visibility as customers prepare next-generation processors and AI accelerators. In the second quarter, 2nm represented 3% of TSMC's wafer revenue, while technologies at 7nm and below accounted for 77%, and high-performance computing made up 66% of revenue, up from 60% a year earlier. TSMC has projected 2026 2nm capacity growth as it ramps multiple facilities in Taiwan.

Volato Group's Alignment Engine subsidiary has entered into two four-year, take-or-pay orders with a large AI customer representing $1.17 billion in aggregate contract value, marking Alignment Engine's first major customer commitment for its AI infrastructure platform. The orders cover phased deployment of dedicated AMD GPU infrastructure at Alignment Engine's Ohio AI infrastructure campus, with the initial deployment using AMD MI355X GPUs and a contractual start date of December 31, 2026, and a second deployment using AMD MI455X GPUs starting June 30, 2027. The customer has committed to approximately $133 million in contractual prepayments, including approximately $40 million due following execution of the initial order, with the remaining prepayments scheduled in stages based on specified dates and equipment shipment milestones. The deployments will operate as dedicated, single-tenant GPU clusters, and the remaining contract value is payable over the four-year terms on a take-or-pay basis. Volato Chief Executive Officer Chris Ensey called the orders a transformational commercial milestone, and Chief Financial Officer Mark Heinen said they demonstrate a model of building infrastructure against long-term contracted demand and meaningful customer cash commitments.

YCO Cloud announced a collaboration with Aolani and NVIDIA to deliver one of the first NVIDIA GB300 NVL72 cluster deployments in the Philippines, described as the country's first renewable-powered sovereign AI infrastructure. Scheduled for launch in the first quarter of 2027, the initial phase will deploy more than 10,000 NVIDIA Blackwell Ultra GPUs to serve local government bodies, domestic enterprises and local startups. Aolani provides AI infrastructure, GPU financing, deployment and operating capabilities, while YCO delivers purpose-built, sustainable and scalable digital infrastructure and local expertise. YCO Cloud said it partnered with Science Park of the Philippines Inc., one of the country's largest industrial park developers, for power, water and connectivity infrastructure aligned with its sustainability goals. Philippine government officials, including Department of Information and Communications Technology Undersecretary Leandro Angelo Y. Aguirre and Department of Economy, Planning, and Development Undersecretary Rosemarie Edillon, welcomed the partnership.