Author Archive
Galaxy Digital reports 1Q26 results; provides update on Helios campus build for CoreWeave
Read more...Anthropic becomes SpaceXAI customer at Colossus in Memphis, TN; opportunistic, but also strategic
Read more...Anthropic reported to be discussing usage of Microsoft’s Maia chips
Media reports indicate Anthropic is in talks with Microsoft to use its proprietary silicon. ...
Read more...WSS: Large-scale cloud deals are moving into the webscale tier as the sector’s crosses the ecosystem
Read more...MI: Webscale cloud providers seeing demand from inferencing translate into large-scale deals
Read more...MI: Backlog numbers continue to grow, but are soon to be recognized not necessarily top-heavy
Read more...MI: Chinese hyperscalers recovering, but not uniform trajectories
Chinese hyperscalers are starting to develop increasingly uneven growth trajectories. ...
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