Archive for the ‘AI’ Category
MI: CoreWeave expansion to APAC confirms primacy of land and energy availability, scalability
Neoclouds are at the early stages of global expansion. ...
Read more...WSS: More growth from cloud and hyperscale coming out of earnings as neocloud continues to push growth and expansion
Read more...2Q26 IB: Silicon diversification strategies intensify
The recent quarter saw hyperscalers intensify silicon diversification strategies. ...
Read more...2Q26 IB: AWS, NVIDIA looking for ways to optimize and standardize data centre building process at scale
Read more...2Q26 IB: Flywheel effect continues to create tailwinds for hyperscale cloud growth and spin-off into traditional services
There continues to be a flywheel effect from AI-oriented cloud infrastructure services. ...
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