Analyst Notes
OpenAI raises another $40b; data points reported on infrastructure CapEx, OpEx commitment
OpenAI confirmed raising a $40b funding around that values the company at $300b. ...
Read more...MI: CoreWeave has a busy month that sees its engage in M&A, go public amid accelerating growth
CoreWeave was at the centre of GPU cloud activity in the past month. ...
Read more...MI: GPU cloud expansion and capital raising activity indicators for growth on global basis
Read more...MI: Traditional legacy services continue decline and offsets are key to maintaining growth
Read more...MI: NVIDIA continues to push envelope, but there is going to be a lag with infrastructure development to support it
Read more...MI: Earnings season results, data points, trends show more signs of sector stabilization
Read more...WSS: NVIDIA epitomizes optimistic side of the bull versus bear debate and the driving forces behind the marshalling of infrastructure resources
Read more...Third Kao data centre in Harlow under construction
Kao Data’s KLON-03 data centre at its Harlow campus north of London is under construction. ...
Read more...