Archive for the ‘AI’ Category

WSS: Earnings season results suggest the sky is not falling and the pun is intended

February 24, 2025
Philbert Shih

The sector continues to push forward amid continued discussion about the sector’s growth traj...

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Tesla completes 50k H100 GPU deployment in TX; guiding for ~$5b in AI-related CapEx in 2025

February 21, 2025
Jabez Tan

Tesla confirmed during its 4Q24 earnings call that it has completed the deployment of Cortex, an ~50...

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Cloudflare reports 4Q24, FY24 results; steady growth as Workers compute, AI inferencing gain more traction

February 19, 2025
Philbert Shih

Cloudflare reported its 4Q24 results and showed progress on multiple fronts. Continued large custome...

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ByteDance to build out data centre infrastructure in Bangkok, Thailand

February 19, 2025
Philbert Shih

The Thai Board of Investment confirmed that it has approved ByteDance’s plans to build out dat...

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AirTrunk to develop 270MW data centre campus in Johor; it’s second in Malaysia

February 18, 2025
Jabez Tan

AirTrunk confirmed plans to develop its second 270MW data centre campus (JHB2) in Johor, Malaysia lo...

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CoreWeave brings cloud service built on Grace Blackwell superchip into GA

February 18, 2025
Philbert Shih

CoreWeave disclosed being the first provider to bring into GA a cloud infrastructure service using t...

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Siam AI to invest $100m in AI infrastructure

February 18, 2025
Philbert Shih

The Thai Board of Investment approved an ~$100m investment by Siam AI Corporation to build out infra...

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WSS: Early returns from earnings season confirm hyperscale growth trajectory and patterns, while opening door to market inefficiencies

February 17, 2025
Philbert Shih

It was a busy week as we push into the the heart of earnings season and navigate public holidays in...

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Applied Digital closes $375m financing round for ND campus build

February 12, 2025
Philbert Shih

Applied Digital confirmed closing of a $375m financing round with SMBC to support the build of its H...

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AWS shares details on data centre infrastructure improvements, innovations to be implemented across global portfolio

February 11, 2025
Philbert Shih

AWS shared details about how its data centre infrastructure will be upgraded with new components and...

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Quantum Connect edge-hyperscale facility aimed at market inefficiency

February 11, 2025
Philbert Shih

Quantum Connect, in partnership with PowerHouse Data Centers, disclosed plans for a 20MW data centre...

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CoreWeave brings in SVP of strategy

February 11, 2025
Philbert Shih

CoreWeave brought in former Microsoft executive Corey Sanders as its new SVP of strategy. ...

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