MI: CoreWeave continues forward momentum; building and pivoting to innovation September 30, 2025 Philbert Shih CoreWeave had a busy month as it looks to build out more capacity and continue investing in its oper... Read more...
MI: NVIDIA actively seeding, supporting AI ecosystem as concerns arise about health of demand profile September 30, 2025 Philbert Shih NVIDIA continues to seed its infrastructure delivery ecosystem and is fully invested, literally and ... Read more...
MI: Stargate initiative looks to expand globally with OpenAI and Oracle Cloud driving demand September 30, 2025 Philbert Shih It was a very busy month for the likes of NVIDIA, OpenAI and Oracle as they continue to plan for unp... Read more...
MI: AI startups raising capital, driving infrastructure demand and uptake September 30, 2025 Philbert Shih AI startups raised more capital in the past month, signalling strong investor interest and optimism ... Read more...
MI: Shuffling in executive circles and CEO changes September 30, 2025 Philbert Shih There was significant movement in executive circles over the past month, with a number of CEO change... Read more...
MI: Capital and investment activity continues to push forward amid data centre expansion efforts September 30, 2025 Philbert Shih Operating companies continue to raise capital for infrastructure builds and expansion, speaking to t... Read more...
WSS: AI infrastructure expansions in the UK point to global growth as overflow continues and more multi-MW consumers raise capital September 29, 2025 Philbert Shih Another busy week for the sector saw more investment and expansion activity in global markets for A... Read more...
Stargate initiative expanding to multiple US locations; 5.5GW of capacity planned September 24, 2025 Philbert Shih OpenAI, Oracle and SoftBank confirmed plans to expand the Stargate initiative with five new data cen... Read more...
NVIDIA, OpenAI partnering for gigawatt-level infrastructure builds; makes investment in OpenAI September 24, 2025 Philbert Shih NVIDIA and OpenAI disclosed intentions to establish a strategic partnership that will see them colla... Read more...
BlackRock to invest £500m in UK data centres September 23, 2025 Philbert Shih BlackRock disclosed plans to roll out a £500m investment to support enterprise data centres in the ... Read more...
Oracle names co-CEOs with cloud and AI top of mind September 23, 2025 Philbert Shih Oracle named two internal executives – Clay Magouyrk and Mike Sicilia – as co-CEOs of Or... Read more...
Meta, Oracle Cloud said to be actively working on $20b cloud infrastructure deal September 23, 2025 Philbert Shih Media reports say Oracle is actively working on a deal with Meta that would see it procure about $20... Read more...
