The Information reports that after Firmus abruptly pulled its IPO and shares of CoreWeave and smaller rivals fell about 20%, data center and neocloud executives expect only seven to ten of hundreds of AI cloud providers to still be around in a few years, with consolidation seen as inevitable. The Decoder adds that customers outside the hyperscalers accounted for 45% of Nvidia's data center revenue—$40 billion in the July quarter—and that Nvidia is backing partners with equity investments, chip allocations, loan guarantees and help finding sites; Gartner predicts 80% of independent neoclouds will cease independent operations by 2030. The claim that Microsoft pulled out of a planned Nscale data center lease in England comes from The Telegraph, and Nscale says its Microsoft relationship remains strong and long-term.