Posts Tagged ‘AI’

Meta reports 4Q25 results; CapEx expected to climb further as AI build-out picks up pace

February 2, 2026
Philbert Shih

Meta reported its 4Q25 results, which included guidance for CapEx in 2026 and useful comments about ...

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MI: OpenAI, Anthropic growing with different demographics in customer base

January 30, 2026
Philbert Shih

AI companies continue to develop their business models and there are significant implications for in...

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MI: The next hyperscaler clouds make moves in different directions

January 30, 2026
Philbert Shih

The past month saw two companies that could potentially become hyperscale cloud infrastructure platf...

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HUMAIN secures financing to expand Saudi AI data centre capacity

January 29, 2026
Swapna Subramani

Saudi Arabia’s state-backed AI company HUMAIN and the National Infrastructure Fund agreed on a st...

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Vantage Data Centers raises £254m in asset-backed securitization

January 29, 2026
Ainsley Woods

Vantage Data Centers has raised an additional £254m through a securitised term-note issuance. ...

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Anthropic raises revenue projections amid growth surge; training, compute costs

January 28, 2026
Philbert Shih

Anthropic, maker of the AI chatbot Claude, raised its revenue forecast, according to media reporting...

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PaleBlueDot AI raises $150m Series B round

January 28, 2026
Philbert Shih

PaleBlueDot AI, based in Palo Alto, CA, raised $150m in a Series B round that is said to value the c...

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Lawsuit filed against CoreWeave focuses on single-vendor reliance; does not match up with reality

January 27, 2026
Philbert Shih

A class-action lawsuit has been filed that alleges CoreWeave has committed securities fraud by misle...

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TensorWave to use TECfusions for colocation in two US locations

January 26, 2026
Philbert Shih

Neocloud TensorWave chose to partner with TECfusions for two data centre sites in two US locations. ...

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WSS: PTC saw various conversations around the state of demand and potential solutions to addressing constraints and imbalances

January 26, 2026
Philbert Shih

It was a somewhat slower week as the sector gathered in Hawaii for the annual PTC event. Originally ...

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Polarise secures up to €117m from Macquarie for AI data centre build-out

January 23, 2026
Ainsley Woods

Polarise and Macquarie Group formed a strategic financing partnership for up to €117m. ...

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OpenAI data points on customer composition

January 22, 2026
Philbert Shih

Media reports shared data points about OpenAI’s customer composition. ...

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