Archive for the ‘Hyperscale’ Category
ByteDance reported to be raising CapEx
Media reports indicate ByteDance will increase its CapEx this year to $30b. ...
Read more...WSS: Earnings season shows growth across ecosystem as neoclouds continue to sign deals and procure data centre capacity
Read more...1Q26 IB: Meta, NVIDIA made moves, but not yet in hyperscale cloud infrastructure delivery game
Read more...1Q26 IB: Executives hires at hyperscalers notable for compute infrastructure emphasis
The past quarter saw more movement in executive circles. ...
Read more...1Q26 IB: More to the story of OpenAI walking away from expansion options; hyperscale demand taking up options quickly
OpenAI has walked away from a few options to expand its infrastructure build-out. ...
Read more...