Archive for the ‘AI’ Category

Core Scientific reports 1Q25 earnings; data centre status update

June 4, 2025
Vivian Kong

Summary: Core Scientific reported its 1Q25 results, which included notable data points for its coloc...

Read more...

Colovore names new CEO as it enters growth and investment phase

June 4, 2025
Philbert Shih

Colovore named Jeffrey Springborn its new CEO. ...

Read more...

AMD reports 1Q25 earnings; AI and GPU adoption drives data centre growth

June 3, 2025
Swapna Subramani

AMD reported its 1Q25 results, with data centre and AI momentum driving 36% y/y growth to $7.4b. ...

Read more...

Applied Digital brings in CoreWeave as anchor tenant for Ellendale, North Dakota data centre

June 2, 2025
Philbert Shih

Applied Digital confirmed that it has signed data centre colocation lease agreements with GPU cloud ...

Read more...

NVIDIA reports 1Q25 results; Blackwell accounts for 70% of data centre compute revenue

June 2, 2025
Jabez Tan

NVIDIA reported its 1Q25 results, which confirmed that Blackwell is now fully ramped up as the marke...

Read more...

Microsoft launches cloud infrastructure region in Kuala Lumpur, Malaysia

June 2, 2025
Philbert Shih

Microsoft brought online the Malaysia West cloud infrastructure region in Kuala Lumpur, Malaysia. ...

Read more...

Blue Owl Capital, Chirisa, PowerHouse push forward with JV in Chesterfield, VA

June 2, 2025
Philbert Shih

Blue Owl Capital, Chirisa Technology Parks and PowerHouse Data Centers disclosed the next phase of t...

Read more...

MGX, NVIDIA, Mistal AI plot huge AI campus in Paris

June 2, 2025
Sacha Kavanagh

MGX, NVIDIA, Mistral AI and Bpifrance (a French public sector investment bank) formed a JV to build ...

Read more...

WSS: Earnings season brings more evidence of stability from across ecosystem as GPU infrastructure investments and builds accelerate

June 2, 2025
Philbert Shih

The past week saw more returns from earnings season that were in line with the consistent results p...

Read more...

MI: Overflow hyperscale demand and enterprises jumping on to GPU cloud value proposition

May 30, 2025
Philbert Shih

GPU cloud providers are seeing rising levels of demand. ...

Read more...

MI: GPU cloud peer group continues to gain momentum; drive value through ecosystem

May 30, 2025
Philbert Shih

The GPU cloud space continues to see significant momentum. ...

Read more...

MI: AI is a motivator for migration to and adoption of cloud and outsourced infrastructure

May 30, 2025
Philbert Shih

There continue to be signs that demand for cloud and colocation infrastructure is picking up due to ...

Read more...