Archive for the ‘Hyperscale’ Category

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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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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Vantage opens second London campus

September 15, 2025
Sacha Kavanagh

Vantage Data Centers will open its second London campus at the end of September. ...

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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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Elea, Oracle, and city of Rio de Janeiro sign MoU to accelerate Rio AI City

September 12, 2025
Vivian Kong

Summary: Elea Data Centers signed a MoU with the City of Rio de Janeiro and Oracle to accelerate Ele...

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Humain kicks off two 100MW AI campuses in Saudi Arabia

September 12, 2025
Swapna Subramani

Saudi Arabia’s Public Investment Fund–backed AI company Humain has begun construction of two dat...

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Oklo, Vertiv partner for data centre power and cooling solutions

September 11, 2025
Vivian Kong

Nuclear power company Oklo and data centre technology supplier Vertiv established a partnership to d...

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Green Mountain and KMW JV secure tenant for Frankfurt

September 11, 2025
Sacha Kavanagh

Green Mountain confirmed that its JV with KMW signed a 36MW contract for its FRA-Mainz campus now un...

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OpenAI said to be weighing 1GW data centre in India as part of Stargate initiative

September 11, 2025
Swapna Subramani

Media reports indicate OpenAI is evaluating a gigawatt-level data centre in India as part of its Sta...

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