Archive for the ‘Neocloud’ Category

4Q25 IB: Executive Summary

March 13, 2026
Philbert Shih

The last quarter of the year reflected some of the many dynamics in motion across the sector. Growth...

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Submer acquires telco GPUaaS provider Radian Arc; plots European data centres, makes moves in India

March 10, 2026
Philbert Shih

There have been a few developments at Barcelona-based Submer recently as it moves up the stack from ...

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Core Scientific reports 4Q25 results; more capacity coming online, expansion in Texas

March 10, 2026
Vivian Kong

Core Scientific reported its 4Q25 results, with notable data points on its growing high-density colo...

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Nscale raises $2b in Series C funding

March 10, 2026
Sacha Kavanagh

UK-based neocloud Nscale raised $2b in Series C funding, less than a month after securing $1.4b in G...

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WSS: Earnings seasons showing more growth acceleration, while leasing and expansion continues against backdrop of armed conflict in Middle East

March 9, 2026
Philbert Shih

The past few weeks have seen a number of companies from across the ecosystem report earnings. Last w...

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German neocloud Polarise gets new majority investor

March 5, 2026
Sacha Kavanagh

SWI Stoneweg Icona Group agreed to take a majority stake in Germany-based neocloud and NVIDIA Cloud ...

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Riot Platforms converts cryptomining site to HPC, signs lease with AMD; AMD cloud delivery and colocation end user?

March 3, 2026
Vivian Kong

Cryptomining firm Riot Platforms has pivoted a part of their business to HPC data centres. The compa...

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DigitalOcean reports 4Q25 results; growth acceleration driven by agentic AI, inferencing

March 3, 2026
Philbert Shih

DigitalOcean reported its 4Q25 results, which showed meaningful growth acceleration. ...

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CoreWeave reports 4Q25 results; demand continues to outpace supply as capacity construction pushes forward

March 2, 2026
Philbert Shih

CoreWeave reported its 4Q25 results, which showed more aggressive growth backed by strong contracted...

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Nebius plans to open new data centre in northern France this summer

March 2, 2026
Sacha Kavanagh

Some more details were revealed about one of the nine new data centres confirmed by Amsterdam-based ...

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WSS: Growth acceleration continues across ecosystem as AMD looks to build out delivery channel

March 2, 2026
Philbert Shih

The past week saw earnings season continue, with results coming from the neocloud, webscale and man...

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MI: OpenAI, Anthropic continue to show unprecedented growth rates

February 27, 2026
Philbert Shih

There were reports in the past month that revealed data points about the unprecedented pace of growt...

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