WSS: M&A, strategic moves and more new company formation mark the transition into the new year January 12, 2026 Philbert Shih The first week of the year is often about picking up from the slower last month of the previous year... Read more...
Amazon taps company veteran to head up new computing arm January 7, 2026 Philbert Shih Amazon named 27-year company veteran Peter DeSantis, SVP of AWS Utility Computing Products, as the h... Read more...
Applied Digital proposes spin-out of cloud computing business; to focus on hyperscale data centre colocation January 7, 2026 Philbert Shih Applied Digital disclosed plans to sell its cloud computing assets to EKSO Bionics to form a new com... Read more...
Bitfarms sells 70MW Paraguay site; re-invests in North America business January 7, 2026 Vivian Kong Bitfarms, founded in Quebec, Canada, entered an agreement to sell its 70MW site in Paso Pe, Paraguay... Read more...
ClusterPower secures backing from former Chayora founders; plots 800MW AI campus in Romania January 7, 2026 Sacha Kavanagh Romania’s ClusterPower and Hong Kong-based Accelerated Infrastructure Capital (AIC) signed an agre... Read more...
NVIDIA licenses technology from Groq in $20b deal; acquire-hire to address inferencing, training separation January 6, 2026 Philbert Shih NVIDIA and Groq entered into a licensing arrangement that will see NVIDIA pay Groq to use and integr... Read more...
Data4 selected for new northern France data centre project January 5, 2026 Sacha Kavanagh Local media outlets report that a local authority has selected Brookfield-backed Data4 in partnershi... Read more...
WSS: More large-scale GPU deals along with webscale consumption as strategic developments continue January 5, 2026 Philbert Shih The last week of the year saw more developments that reflect the ongoing momentum in the sector. Flu... Read more...
MI: Hyperscalers continue to build out infrastructure on global basis; non-traditional locations and dedicated AI builds December 31, 2025 Philbert Shih The hyperscale cloud platforms continue to invest heavily on a global basis, pouring resources into ... Read more...
MI: Chinese hyperscalers face supply constraints around GPU that may impact growth December 31, 2025 Philbert Shih The Chinese hyperscalers have been recovering over the last several quarters, but do not seem to be ... Read more...
MI: Fluidstack builds out data centre capacity with another large lease, raising capital; rapid pace of development December 31, 2025 Philbert Shih Neocloud Fluidstack was again very active in the past month. ... Read more...
MI: Neoclouds continues to gravitate to self-building data centres, though still large colo users December 31, 2025 Philbert Shih Neoclouds have been gradually making the shift to self-build strategies. ... Read more...
