DL Invest, Boosteroid plot hyperscale campus in Poland March 19, 2026 Sacha Kavanagh Polish real estate developer is teaming up with cloud gaming provider Boosteroid to build a campus t... Read more...
Nebius secures $2b investment from NVIDIA; inks huge deal with Meta March 19, 2026 Sacha Kavanagh NVIDIA agreed to invest $2b in Amsterdam-based neocloud Nebius, and days later Nebius confirmed a de... Read more...
Nebius upsizes $4.6b private offering March 19, 2026 Sacha Kavanagh Nebius announced the pricing of $4b private offering of convertible senior notes, upsized from the p... Read more...
Tencent Cloud reports 4Q25 results; demand profile healthy, building supply to meet it March 18, 2026 Philbert Shih Tencent reported its 4Q25 results, which included some insights on the trajectory of the cloud infra... Read more...
Bell Canada to build 300MW AI data centre in Regina; CoreWeave and Cerebras as tenants March 18, 2026 Vivian Kong Bell Canada shared plans to build a 300MW AI data centre in Sherwood, Saskatchewan just outside of R... Read more...
Akamai acquires NVIDIA Blackwell inventory to support large customer win March 16, 2026 Philbert Shih kamai confirmed the acquisition of a significant volume of NVIDIA Blackwell GPU inventory to increas... Read more...
DigitalOcean rolls out updated cloud offerings based on AMD Instinct GPUs; liquid cooling deployed March 16, 2026 Philbert Shih DigitalOcean rolled out cloud infrastructure services built on the AMD Instinct MI350X line of GPUs.... Read more...
Oracle reports FY3Q26 results; more revenue growth acceleration March 16, 2026 Philbert Shih Oracle reported its 3QFY26 results, which showed more revenue growth acceleration for the raw cloud ... Read more...
WSS: Data centre segment continues strength of earnings season amid more AI deals and expansion activity March 16, 2026 Philbert Shih The tail end of a long earnings season is nearing and we took a closer look this past week at the re... Read more...
4Q25 IB: Meta continues to build infrastructure aggressively March 13, 2026 Philbert Shih Meta continues to ramp up its CapEx spend and is developing data centre capacity at an aggressive pa... Read more...
4Q25 IB: AI platforms seeing widespread uptake that is positively impacting infrastructure demand March 13, 2026 Philbert Shih AI platforms continue to show aggressive growth rates. ... Read more...
4Q25 IB: Major data centre builds come online and signal demand, scale of AI March 13, 2026 Philbert Shih The recent quarter saw a few major AI data centre projects come online. ... Read more...
