Archive for the ‘AI’ Category

OpenAI, Broadcom partner on custom AI accelerators

November 14, 2025
Sacha Kavanagh

OpenAI is collaborating with Broadcom on 10GW of custom AI accelerators. ...

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The age of fake data centres: complexity, people and tools

November 12, 2025
Daniel Golding

In the last several months, I have seen it all, including several projects that are failing in slow ...

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Meta planning for $600b investment in US-based data centres

November 12, 2025
Philbert Shih

Meta confirmed plans to invest $600b to build AI data centres in the US. This investment is projecte...

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Gcore rolls out AI Cloud Stack

November 12, 2025
Sacha Kavanagh

Luxembourg-based Gcore launched the AI Cloud Stack software solution for CSPs, telcos and large ente...

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Applied Digital to draw on facility for development resources

November 12, 2025
Philbert Shih

Applied Digital confirmed it would draw $787.5m from its $5b preferred equity financing facility wit...

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Akamai reports 3Q25 results; cloud infrastructure growth, AI inferencing opportunity opening up

November 11, 2025
Philbert Shih

kamai reported its 3Q25 results, which saw the cloud infrastructure arm drive growth with new custom...

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Sharon AI signs 50MW lease agreement with NEXTDC in Melbourne, Australia

November 11, 2025
Jabez Tan

Australia-based neocloud Sharon AI signed a 50MW lease agreement with NEXTDC at its M3 data centre i...

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Core Scientific reports 3Q25 results; acquisition cancelled, continuing efforts to bring capacity online for CoreWeave

November 10, 2025
Vivian Kong

Core Scientific reported its 3Q25 results, with some data points on its power capacity. ...

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Meta reports 3Q25 results; CapEx outlays still climbing

November 10, 2025
Philbert Shih

Meta reported its 3Q25 results and shared important data points about its data centre requirements a...

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Microsoft contracts 200k NVIDIA GPUs from Nscale in US, Europe

November 10, 2025
Sacha Kavanagh

Nscale and Microsoft signed an expanded deal that will see Nscale deliver ~200k NVIDIA GB300 GPUs to...

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DigitalOcean reports 3Q25 results; raises guidance amid AI demand for core, AI infrastructure

November 10, 2025
Philbert Shih

DigitalOcean reported its 3Q25 results, which showed growth acceleration driven by AI infrastructure...

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Microsoft commits $15.2b to UAE AI and hyperscale cloud infrastructure build-out

November 10, 2025
Swapna Subramani

Microsoft confirmed plans to invest $15.2b in the UAE by 2029. ...

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