US clears Microsoft to ship advanced NVIDIA AI chips to UAE November 10, 2025 Swapna Subramani The US government has approved Microsoft to ship Nvidia’s latest AI chips for deployment in the Un... Read more...
Akamai releases Akamai Inference Cloud; taking delivery to cloud for AI November 10, 2025 Philbert Shih Akamai launched Akamai Inference Cloud and shared some quick data points about early interest in the... Read more...
WSS: Earnings season shows flow through from hyperscale and AI growth as expansion activity shows no signs of slowing down November 10, 2025 Philbert Shih The sector had a busy week as earnings season is now in full swing. Last week, we took a look at th... Read more...
QTS partners with Lumen for network capacity to serve hyperscale, AI requirements November 7, 2025 Philbert Shih QTS Data Centers and Lumen confirmed a partnership to build out next-generation network capacity to ... Read more...
OpenAI partners with AMD for GPUs; accelerating compute build-out November 7, 2025 Philbert Shih OpenAI and AMD confirmed a new strategic partnership that will aim to deploy 6GW of GPUs built by AM... Read more...
Brookfield invests $5b in Bloom Energy; deploying fuel cell technology to get behind grid November 6, 2025 Philbert Shih Brookfield made a $5b investment in Bloom Energy as part of its wider AI infrastructure strategy. ... Read more...
TeraWulf, Fluidstack form JV to build data centre campus in Abernathy, Texas; expanding footprint November 6, 2025 Philbert Shih Bitcoin miner and data centre operator TeraWulf formed a JV with its tenant neocloud provider Fluids... Read more...
Anthropic reported to have raised revenue projections November 5, 2025 Philbert Shih Media reports indicate AI company Anthropic has raised its revenue projections as growth continues t... Read more...
AirTrunk & HUMAIN partner on $3b data centre expansion in Saudi Arabia November 5, 2025 Swapna Subramani AirTrunk confirmed a new partnership with HUMAIN to develop AI and hyperscale data centre infrastruc... Read more...
Equinix reports 3Q25 results; 900MW of expansion pipeline in the works to double footprint November 5, 2025 Jabez Tan Equinix reported its 3Q25 results, which reflected demand coming from both latency-sensitive AI and ... Read more...
IREN secures $9.7b contract with Microsoft November 5, 2025 Vivian Kong IREN confirmed it has signed a new multi-year cloud GPU contract with Microsoft. ... Read more...
Related Digital to build for Stargate initiative’s Oracle Cloud and OpenAI in Michigan November 5, 2025 Philbert Shih Related Digital confirmed plans to build a hyperscale data centre campus for the Stargate initiative... Read more...
