Archive for the ‘Neocloud’ Category

MI: Neoclouds using colocation, hyperscalers overflowing to neoclouds in pursuit of GPU capacity

February 27, 2026
Philbert Shih

Neoclouds and hyperscalers continue to search for capacity to house GPU infrastructure. In the past ...

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AMD partners with Meta and backstops Crusoe; pushing go-to market for AI

February 25, 2026
Philbert Shih

AMD is pushing forward and trying to build out market share through hyperscale customers and a young...

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India shares blueprint, initiatives for AI development at AI Impact Summit 2026

February 25, 2026
Swapna Subramani

The India AI Impact Summit 2026 was hosted February 16-20 in New Delhi. Prime Minister Modi inaugura...

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Blackstone backs Neysa to scale India GPU cloud and AI PaaS

February 24, 2026
Swapna Subramani

Blackstone confirmed it is leading a funding round of over $1b into India-based Neysa, an AI-oriente...

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OpenAI raises revenue projections; infrastructure costs climbing even faster

February 24, 2026
Philbert Shih

Media reports indicate OpenAI has raised its revenue projections. ...

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Nscale scores $1.4b in GPU debt financing

February 23, 2026
Sacha Kavanagh

UK-based neocloud Nscale signed a $1.4b delayed draw term loan backed by GPUs. ...

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WSS: Earnings season sees more revenue growth acceleration, with AI as a driver

February 23, 2026
Philbert Shih

Earnings season is moving along and there continue to be signs of more growth acceleration in cloud ...

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Nebius reports another strong quarter; demand still outstripping supply

February 19, 2026
Sacha Kavanagh

Amsterdam-based and Nasdaq-listed neocloud Nebius released its consolidated group results for the qu...

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Lambda to house NVIDIA-based GPUs for Microsoft

February 18, 2026
Philbert Shih

Lambda late last year signed a significant deal with Microsoft to host tens of thousands of NVIDIA G...

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EcoDataCenter signs up Mistral AI for $1.2b BTS in Sweden

February 16, 2026
Sacha Kavanagh

Mistral AI selected Sweden’s EcoDataCenter for a $1.2b AI data centre at EcoDataCenter’s Borlän...

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WSS: Sector growth shows consistency, upward trajectory; hyperscale deals and more expansion

February 16, 2026
Philbert Shih

Earnings season is underway and last week we looked at the results coming from the hyperscale segmen...

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New funding, IPO for Nscale?

February 13, 2026
Sacha Kavanagh

Media reports indicate UK-based neocloud Nscale hired Goldman Sachs and JPMorgan to prepare for an I...

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