Archive for the ‘AI’ Category

MI: Hyperscale CapEx outlays set to increase yet again as demand exceeds supply and RPO builds

November 28, 2025
Philbert Shih

CapEx outlays continue to climb and in the past month there were clear signals that investment level...

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MI: AI platforms, service providers working with more than one chip vendor

November 28, 2025
Philbert Shih

The past month saw a number of AI platforms diversify GPU vendors and infrastructure service provide...

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MI: MEA region seeing development activity, investments for AI and hyperscale infrastructure

November 28, 2025
Philbert Shih

There has been more activity picking up in the MEA region, particularly around the UAE and Saudi Ara...

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VOLT emerges as AI provider, partner with Switch Datacenters on Amsterdam, Warsaw data centres

November 27, 2025
Sacha Kavanagh

We came across a new AI provider, VOLT, based in the Netherlands and claiming live capacity in Amste...

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Nebius reports strong growth as demand continues to outstrip supply; new $3b Meta contract

November 27, 2025
Sacha Kavanagh

Amsterdam-based and Nasdaq-listed neocloud Nebius released unaudited results for the quarter ending ...

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Equinix brings in executive to lead data science, AI

November 26, 2025
Philbert Shih

Equinix named Yang Song as its new SVP and chief data science and AI officer. ...

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Microsoft to build second cloud region in Malaysia in Johor Bahru

November 25, 2025
Philbert Shih

Microsoft confirmed plans to build a second cloud infrastructure region in Malaysia to be known as S...

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Northern Data agrees to Peak Mining sale, merger with Rumble

November 25, 2025
Sacha Kavanagh

Shortly after releasing financial results for 9M25, Northern Data reached an agreement for the sale ...

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Anthropic investing $50b to build capacity in partnership with Fluidstack; Google angle the key

November 24, 2025
Philbert Shih

Anthropic confirmed it would invest $50b to build out data centres in the US in partnership with Flu...

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WSS: More growth acceleration from earnings season as neocloud performs well; M&A driving more entries into compute space and self-building expanding

November 24, 2025
Philbert Shih

Another busy week saw more reports from earnings season that point to steady and even accelerating ...

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du and NextGenAI deploy 13MW Nvidia B300 AI supercluster in Dubai

November 21, 2025
Swapna Subramani

UAE operator du partnered with GPU-oriented cloud and managed infrastructure provider NextGenAI ...

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Meeza lands 6MW hyperscale deal; unveils sovereign AI stack

November 21, 2025
Swapna Subramani

Meeza signed a lease agreement of over QAR 750m (~US$206m) to deliver 6MW of capacity in a first pha...

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