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NVIDIA GTC 2026: The New Sovereign Clouds

· One min read
Nick Lange
Someone at 5L Labs

Hyperscalers still dominate the conversation, but at GTC 2026, the real momentum was with the specialized AI clouds.

Key Players

  • CoreWeave: High-performance infrastructure at scale.
  • Nebius: The European AI factory contender.
  • Together AI: GPU orchestration and inference.
  • Lambda: The developer-first cloud.
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