Archive for the ‘AI’ Category

Digital Edge forms JV with B.Grimm Power to enter Thailand market; 100MW build in Chonburi

June 11, 2025
Philbert Shih

Digital Edge formed a JV with private energy company B.Grimm Power to build hyperscale data centres ...

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Microsoft investing in Swiss data centres; AI capabilities rather than capacity expansion

June 11, 2025
Sacha Kavanagh

Microsoft confirmed plans to invest $400m to boost its cloud and AI capabilities in Switzerland, inc...

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Related Digital project in Ontario could be for GPU cloud deployment

June 10, 2025
Philbert Shih

Related Companies recently confirmed the launch of its data centre business Related Digital and conf...

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Brookfield plots $10b investment in Stockholm AI factory

June 10, 2025
Sacha Kavanagh

Brookfield Asset Management announced plans to invest up to $10b in a new AI data centre in Sweden. ...

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DigitalOcean reports 1Q25 results; uptake in AI inferencing, large customer growth

June 9, 2025
Philbert Shih

DigitalOcean reported its 1Q25 results, which showed more incremental progress pushed by demand for ...

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Tencent shares data points on cloud, AI demand and CapEx

June 9, 2025
Philbert Shih

Tencent reported its 1Q25 earnings, which included data points about its CapEx and the current state...

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WSS: Ecosystem companies provide more data points demonstrating sector health; Applied Digital gets anchor

June 9, 2025
Philbert Shih

The sector had another busy week as earnings season provided yet more data points supporting an opti...

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1Q25 IB: Oracle Cloud growing aggressively behind multiple drivers

June 6, 2025
Philbert Shih

Oracle Cloud continues to grow aggressively at rates over 50% y/y. Why is this happening? ...

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1Q25 IB: GPU cloud provider growth rates reaching unprecedented heights

June 6, 2025
Philbert Shih

GPU cloud providers continue to scale at unprecedented rates, surpassing previous standards set by t...

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1Q25 IB: Chinese clouds continue rebound and recovery

June 6, 2025
Philbert Shih

Picking up where we left off last quarter, the Chinese hyperscalers continued to show signs of stabi...

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1Q25 IB: AI adoption continues to drive public cloud growth

June 6, 2025
Philbert Shih

Public cloud infrastructure growth continues to be propelled by uptake in AI tools and services. ...

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Soluna signs PPA for new 75MW facility in Texas

June 5, 2025
Vivian Kong

Soluna, a crypto hosting and HPC data centre provider, signed a PPA for its new development in north...

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