Posts Tagged ‘AI’

Microsoft reports 4QFY25 and FY25 results; Azure growth, CapEx acceleration in face of strong demand signals

August 1, 2025
Philbert Shih

Microsoft reported its 4QFY25 results, which showed accelerating revenue growth for Azure even as th...

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MI: Outsourcing uptake continues to climb amid push to AI and overall transformation trends

July 31, 2025
Philbert Shih

The past month saw more clues that enterprise demand for outsourced infrastructure is accelerating a...

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MI: Hyperscale leasing universe widening in AI ecosystem

July 31, 2025
Philbert Shih

The past month saw more momentum with hyperscale-level leasing. ...

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Empyrion Digital launches data centre in Seoul, South Korea

July 30, 2025
Philbert Shih

Empyrion Digital opened its KR1 Gangnam Data Centre (KR1 GDC) in Seoul, South Korea. ...

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CoreWeave stands up GB300 NVL72 systems; in Switch data centres

July 30, 2025
Philbert Shih

CoreWeave confirmed it has deployed the new NVIDIA GB300 NVL72 rack-scale systems on its cloud infra...

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DigitalOcean rolls out GradientAI to enable AI development

July 29, 2025
Philbert Shih

DigitalOcean brought its GradientAI platform into general availability. ...

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OpenAI reveals plans for Stargate initiative expansions in partnership with Oracle Cloud; aiming to build out 4.5GW

July 28, 2025
Philbert Shih

OpenAI confirmed plans to develop a significant amount of infrastructure capacity as part of the Sta...

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WSS: Hyperscale earnings show signs of cloud growth acceleration and healthy demand even as pullbacks still happen

July 28, 2025
Philbert Shih

The past week was another busy one as earnings season kicked off and we got our first look at the r...

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xAI plans data centre presence in Saudi Arabia

July 25, 2025
Swapna Subramani

AI company xAI is reported to be in advanced discussions to lease data centre capacity in Saudi Arab...

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Google reports 2Q25 results; growth picks up pace, CapEx outlook increased

July 24, 2025
Philbert Shih

Google’s parent company Alphabet reported its 1Q25 results, which included details about the Googl...

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Pennsylvania sees rush of development activity driven by sector tailwinds; involves CoreWeave, Google, Blackstone, QTS, Brookfield, PowerHouse, Microsoft, AWS

July 23, 2025
Philbert Shih

Pennsylvania has seen a flurry of activity in the past several months that can be traced back to AWS...

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Emerald AI raises $24.5m seed round; regulating and moderating energy usage between grid and data centre

July 23, 2025
Philbert Shih

Emerald AI, a newly formed startup based in Washington, DC, raised $24.5m in an initial seed round. ...

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