Archive for the ‘Neocloud’ Category

Sharon AI signs US$950m five-year AI compute infrastructure agreement

June 1, 2026
Jabez Tan

Sharon AI, an Australian neocloud provider, signed a five-year cloud infrastructure agreement valued...

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Anthropic becomes SpaceXAI customer at Colossus in Memphis, TN; opportunistic, but also strategic

June 1, 2026
Philbert Shih

Anthropic and SpaceXAI, the AI arm of SpaceX, confirmed a new partnership for AI computing infrastru...

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TeraWulf reports 1Q26 results; data centre revenue ramping

June 1, 2026
Philbert Shih

TeraWulf reported its 1Q26 results, which showed revenue growth coming from data centre colocation l...

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WSS: Large-scale cloud deals are moving into the webscale tier as the sector’s crosses the ecosystem

June 1, 2026
Philbert Shih

The sector had a somewhat slower week as there were public holidays in a number of countries. Earnin...

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MI: Backlog numbers continue to grow, but are soon to be recognized not necessarily top-heavy

May 29, 2026
Philbert Shih

RPO and backlog numbers continue to grow across the sector and this is especially the case with the ...

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MI: Earnings saw growth acceleration flow through the ecosystem; AI the catalyst

May 29, 2026
Philbert Shih

Earnings season saw significant revenue growth acceleration from across the infrastructure services ...

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Nscale brings in president of data centres as it expands in Portugal, Norway for Microsoft and secures financing

May 28, 2026
Sacha Kavanagh

There were a few developments at UK-based neocloud Nscale as it expands its team and data centre cap...

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CoreWeave secures $3.1b credit facility to support builds for two customers

May 26, 2026
Philbert Shih

CoreWeave closed a $3.1b delayed draw term credit facility that is secured by GPU assets. ...

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WSS: Earnings season shows growth across ecosystem as neoclouds continue to sign deals and procure data centre capacity

May 25, 2026
Philbert Shih

As the sector continues to mature, earnings season is becoming more comprehensive for the sector. ...

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1Q26 IB: CoreWeave customer concentration balancing out quickly

May 22, 2026
Philbert Shih

Customer concentration levels are down at CoreWeave and this signals a healthy diversification of it...

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1Q26 IB: Neocloud providers still adding self-build elements

May 22, 2026
Philbert Shih

Neocloud infrastructure providers are considering how to self-build data centres even as they primar...

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1Q26 IB: M&A used for market entry, expanding of data centre capabilities amid continued strong interest in hyperscale operating platforms

May 22, 2026
Philbert Shih

There was meaningful M&A activity in the past quarter and we have comprehensive summaries and a...

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