Posts Tagged ‘AI’

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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British Columbia and BC Hydro introduces Bill 31 to limit data centre projects

March 3, 2026
Vivian Kong

The province of British Columbia and local utility provider BC Hydro are introducing a competitive p...

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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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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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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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MI: M&A activity reflects strategic shifts to AI

February 27, 2026
Philbert Shih

The past month saw notable M&A activity that reflects the strategic moves both operators and ve...

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MI: Webscale cloud providers show revenue growth acceleration

February 27, 2026
Philbert Shih

The hyperscalers saw cloud infrastructure growth accelerate in the recent quarterly reporting period...

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Adani commits $100b to build India’s sovereign AI infrastructure

February 25, 2026
Swapna Subramani

Adani Group committed $100b to develop renewable-powered, hyperscale and AI-ready data centres and a...

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Amazon to invest $12b in Louisiana for new data centre campuses

February 24, 2026
Vivian Kong

Amazon shared plans to invest $12b to build out new campuses in Louisiana. ...

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Applied Digital moves c-level executive to president role

February 24, 2026
Philbert Shih

Applied Digital named co-founder and chief strategy officer Jason Zhang as its new president. ...

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