Live GPU services, early rack deployments, and planned data centers represent different stages of AI expansion. Recent announcements show why their capacities and performance claims need to be read separately.
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GPU Cloud revenue grew rapidly from a year earlier, while online marketing revenue remained under pressure and total group revenue fell 4%.
The specialized cloud provider has announced its first Asia-Pacific expansion across three planned facilities, setting a multi-year target that does not alter near-term compute availability.
Reliance Industries will build the facility in Gujarat with expansion options, supported by seawater cooling and 925 MW in separate clean-energy procurement agreements.