Archive for the ‘AI’ Category

Microsoft reports 2QFY26 results; more Azure growth, CapEx investments, with spin-off into traditional compute infrastructure

February 2, 2026
Philbert Shih

Microsoft reported its 2QFY26 (CY4Q25) results, which showed more growth for the Azure cloud infrast...

Read more...

WSS: More concerns around AI infrastructure build-out play out in investments, legal action; more leasing and builds

February 2, 2026
Philbert Shih

The past week saw more activity in the emerging neocloud space. NVIDIA made a $2b investment in Core...

Read more...

MI: OpenAI, Anthropic growing with different demographics in customer base

January 30, 2026
Philbert Shih

AI companies continue to develop their business models and there are significant implications for in...

Read more...

MI: The next hyperscaler clouds make moves in different directions

January 30, 2026
Philbert Shih

The past month saw two companies that could potentially become hyperscale cloud infrastructure platf...

Read more...

HUMAIN secures financing to expand Saudi AI data centre capacity

January 29, 2026
Swapna Subramani

Saudi Arabia’s state-backed AI company HUMAIN and the National Infrastructure Fund agreed on a st...

Read more...

NVIDIA invests additional $2b in CoreWeave; more questions raised around circular financing versus demand

January 29, 2026
Philbert Shih

CoreWeave expanded its partnership with NVIDIA. ...

Read more...

Anthropic raises revenue projections amid growth surge; training, compute costs

January 28, 2026
Philbert Shih

Anthropic, maker of the AI chatbot Claude, raised its revenue forecast, according to media reporting...

Read more...

Iron Mountain breaks ground on 85MW AI-ready data centre in Mumbai

January 28, 2026
Swapna Subramani

Iron Mountain Data Centers started construction on an 85MW hyperscale data centre campus in Mumbai, ...

Read more...

PaleBlueDot AI raises $150m Series B round

January 28, 2026
Philbert Shih

PaleBlueDot AI, based in Palo Alto, CA, raised $150m in a Series B round that is said to value the c...

Read more...

Lawsuit filed against CoreWeave focuses on single-vendor reliance; does not match up with reality

January 27, 2026
Philbert Shih

A class-action lawsuit has been filed that alleges CoreWeave has committed securities fraud by misle...

Read more...

Syntys expands Qatar hyperscale footprint with Q Data acquisition

January 27, 2026
Swapna Subramani

Ooredoo’s digital infrastructure unit Syntys acquired Q Data QFZ LLC, incorporating two carrier-ne...

Read more...

TensorWave to use TECfusions for colocation in two US locations

January 26, 2026
Philbert Shih

Neocloud TensorWave chose to partner with TECfusions for two data centre sites in two US locations. ...

Read more...