Author Archive

MI: Stargate headed to APAC region; procuring infrastructure capacity directly

December 31, 2025
Philbert Shih

The Stargate initiative driving OpenAI’s infrastructure build-out is in the early stages of ex...

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MI: Hyperscale cloud growth continues to accelerate

December 31, 2025
Philbert Shih

There was more evidence in the past month that hyperscale cloud infrastructure growth is acceleratin...

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MI: Large-scale builds for AI infrastructure continue to push forward

December 31, 2025
Philbert Shih

There continue to be large-scale builds across the ecosystem, particularly around AI-oriented worklo...

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Amazon reported to be discussing investment in OpenAI

December 30, 2025
Philbert Shih

Media reports indicate Amazon is in talks to potentially invest $10b in OpenAI at a valuation that w...

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Hut 8 signs $7b data centre colocation deal with Fluidstack in Louisiana

December 30, 2025
Philbert Shih

Hut 8 signed a significant data centre colocation lease with neocloud Fluidstack. ...

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DigitalOcean signs significant customer deal for AI workloads, GPU infrastructure

December 30, 2025
Philbert Shih

DigitalOcean disclosed Persistent Systems as a significant cloud infrastructure customer. ...

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OpenAI acquires Neptune; technology addition to enhance model training analysis

December 30, 2025
Philbert Shih

OpenAI acquired Neptune, a provider of monitoring, tracking and de-bugging tools used to help train ...

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WSS: As bubble debates continues, more expansion, strategic activity and hyperscale leasing

December 29, 2025
Philbert Shih

The sector remains remarkably busy even as the year starts to wind down. We recently published a rep...

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UK announces North Wales AI zone, SMR project, new measures to speed AIGZ delivery

December 19, 2025
Philbert Shih

The UK government announced another AI Growth Zone, along with the country’s first SMR project and...

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Reports of Oracle, OpenAI alleged challenges with build timelines early and a bit over the top

December 19, 2025
Philbert Shih

Media reports citing unnamed sources say that Oracle has pushed back completion dates for some of th...

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Fluidstack reported to be targeting capital raise of $700m

December 17, 2025
Philbert Shih

Multiple media outlets have reported that neocloud provider Fluidstack is in the process of raising ...

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Vultr to build AMD GPU supercluster in Ohio; investing $1b

December 16, 2025
Philbert Shih

Vultr confirmed plans to launch an AI cluster in partnership with AMD. ...

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