Archive for the ‘AI’ Category

WSS: Data centre earnings reflect AI and hypercale cloud growth impact

August 11, 2025
Philbert Shih

A busy week saw reports from earnings season, more hyperscale CapEx increases and neocloud and AI i...

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The Netherlands to invest €200m in AI factory in Groningen

August 8, 2025
Ainsley Woods

The Dutch government is backing an AI push with a €70m investment to build an AI research hub in G...

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CoreWeave closes debt facility to support building of infrastructure for OpenAI

August 7, 2025
Philbert Shih

CoreWeave closed a $2.6b secured debt facility. ...

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Cohere data points on revenue growth and infrastructure strategy

August 6, 2025
Philbert Shih

Technology media reports have some interesting details on Canadian AI developer Cohere’s annua...

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CPP Investments, Deutsche Bank provide financing for JV developing GPU cloud data centre in Cambridge, ON for CoreWeave

August 5, 2025
Philbert Shih

CPP Investments disclosed that is providing funding for a 54MW data centre project in Cambridge, Ont...

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Meta reports 2Q25 results; updated CapEx outlook, more AI infrastructure investments

August 4, 2025
Philbert Shih

Meta reported its 2Q25 results and shared important data points about its data centre requirements a...

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OpenAI chooses Nscale, Aker for Stargate Norway facility

August 4, 2025
Sacha Kavanagh

OpenAI will open a data centre in Norway in partnership with UK-based neocloud Nscale and Norwegian ...

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WSS: Hyperscalers earnings show accelerating growth and investment levels as demand continues to outpace supply

August 4, 2025
Philbert Shih

The past week saw earnings season pick up pace and we got more visibility into the performance of t...

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Amazon reports 2Q25 results; growth acceleration and CapEx upticks amid ongoing supply and demand imbalance

August 1, 2025
Philbert Shih

Amazon reported its 2Q25 results, which showed some steady growth acceleration and an increase in Ca...

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Microsoft reports 4QFY25 and FY25 results; Azure growth, CapEx acceleration in face of strong demand signals

August 1, 2025
Philbert Shih

Microsoft reported its 4QFY25 results, which showed accelerating revenue growth for Azure even as th...

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MI: Hyperscale leasing universe widening in AI ecosystem

July 31, 2025
Philbert Shih

The past month saw more momentum with hyperscale-level leasing. ...

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SWI Group, part of Stoneweg, unveils new Europe AI and hyperscale platform AiOnX

July 30, 2025
Sacha Kavanagh

AiOnX debuted as European data centre platform backed by SWI Group. ...

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