Archive for the ‘Cloud Infrastructure’ Category

center3 commits $10b to reach 1 GW data centre capacity by 2030

September 17, 2025
Swapna Subramani

center3, the digital infrastructure arm of Saudi Telecom Company (STC), unveiled a significant expan...

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NVIDIA buying excess CoreWeave infrastructure capacity

September 17, 2025
Philbert Shih

CoreWeave disclosed an expansion of its MSA with NVIDIA that was signed April 10, 2023. ...

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Google opens London self-build; strikes energy management contract

September 17, 2025
Sacha Kavanagh

Google opened its first self-build in the UK, in Waltham Cross in north London. ...

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OpenAI considering South Korea for data centre location

September 16, 2025
Philbert Shih

Media outlets attending a press conference in Seoul said OpenAI is considering building out data cen...

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Nebius secures $17b Microsoft contract for AI infrastructure capacity in New Jersey

September 16, 2025
Sacha Kavanagh

Microsoft agreed to lease AI infrastructure from the Netherlands-based neocloud Nebius Group, at its...

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NVIDIA said to be focused less on DGX Cloud and direct service delivery; not a simple question of demand, but multiple variables at work

September 16, 2025
Philbert Shih

Media reports citing people with direct knowledge of the internal situation at NVIDIA say that it ha...

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NVIDIA to become Lambda cloud customer; data points on Lambda performance

September 15, 2025
Philbert Shih

Media outlets are reporting that NVIDIA has become a significant customer of neocloud provider Lambd...

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OpenAI signs large cloud infrastructure deal with Oracle Cloud; how much will materialize?

September 15, 2025
Philbert Shih

OpenAI is reported to have signed a $300b cloud infrastructure agreement with Oracle Cloud. The repo...

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Finnish neocloud DataCrunch raises €55m

September 15, 2025
Sacha Kavanagh

Finland-based neocloud DataCrunch (a new one to us) raised €55m in a combination of debt and equit...

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CoreWeave launches venture arm; innovation, M&A and future business

September 15, 2025
Sacha Kavanagh

CoreWeave launched CoreWeave Ventures to invest in early-stage companies developing AI technologies....

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Lambda said to be eyeing public markets; reports on KPIs

September 15, 2025
Philbert Shih

Neocloud provider Lambda is putting things in motion to go public next year, media outlets are repor...

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WSS: More hyperscale growth acceleration, backlogs signal upward trajectory as technology and energy acquisition strategies remain in motion

September 15, 2025
Philbert Shih

We have worked our way through a long earnings season and overall, the sector executed well. The pe...

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