Analyst Notes
NVIDIA to supply 1m GPUs for AWS cloud
NVIDIA confirmed that it has reached a deal with AWS to sell it 1m GPUs by the end of 2027. ...
Read more...TeraWulf books HPC infrastructure revenue as leases start commencing; portfolio expanding
Read more...KDDI-Telehouse land banks for future Docklands capacity
Media reports indicate Telehouse owner KDDI bought a site in London’s Docklands for ~£250m. ...
Read more...WSS: Neocloud and AI expansion pushes forward as webscale tier uses M&A to accelerate value-add
Read more...Corning breaks ground on cable manufacturing facility in Hickory, NC
Corning broke ground on a new optical cable manufacturing facility in Hickory, North Carolina. ...
Read more...Meta partners with Entergy Louisiana for energy development to support Richland Parish site
Read more...AWS secures UK government migration contract
HMRC, the UK’s tax collection agency, awarded AWS a £473m contract to migrate systems from three ...
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