Posts Tagged ‘AI’

WSS: Bulls and bears debate as large deals are signed and neoclouds continue to expand both organically and through M&A

July 14, 2025
Philbert Shih

The sector continues to push forward and the past week saw developments that speak to how AI is goi...

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Experian consolidates on AWS cloud, signs 10-year agreement

July 11, 2025
Philbert Shih

Experian, an information services company, shared details about the next phase of its migration to t...

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NVIDIA, Deutsche Telekom plan AI factory, industrial AI cloud in Germany

July 10, 2025
Sacha Kavanagh

NVIDIA and Deutsche Telekom struck an agreement to develop an AI factory in Germany. ...

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CoreWeave standing up Dell servers with NVIDIA GB300 NVL72 chips

July 9, 2025
Philbert Shih

Dell confirmed shipping infrastructure equipped with the new NVIDIA GB300 NVL72 chips to cloud prov...

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Oracle Cloud $30b customer said to be OpenAI

July 9, 2025
Philbert Shih

Media reporting indicates Oracle’s recently disclosed contract of $30b is indeed with OpenAI. ...

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More bearish sentiments emerge around data centres; and they continue to get it wrong

July 9, 2025
Philbert Shih

There continue to be skeptics out there expressing bearish sentiment on the data centre sector. ...

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Omnia launches to target LATAM hyperscale, AI needs

July 9, 2025
Sacha Kavanagh

Brazilian investment firm Patria Investimentos launched Omnia as a new hyperscale platform in LATAM....

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Google Cloud seeking to self-build in central France?

July 8, 2025
Sacha Kavanagh

Local authorities confirmed that Google is nearing a deal to pay an estimated €58.5m for nearly 20...

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CoreWeave has C-level executive focused on strategic financing

July 8, 2025
Philbert Shih

CoreWeave named Ernie Rogers as chief architect of strategic financing. ...

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CoreWeave acquires Core Scientific in $9b all-stock transaction

July 7, 2025
Philbert Shih

CoreWeave confirmed it has reached a definitive agreement to acquire data centre colocation provider...

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Oracle Cloud signs large cloud infrastructure win; digging into RPO pipeline

July 7, 2025
Philbert Shih

Oracle disclosed the signing of multiple large cloud infrastructure service agreements. One of thes...

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Meta reported to be raising $30b to fund AI data centre builds

July 7, 2025
Philbert Shih

Media reports indicate Meta is actively working on raising significant quantities of capital to supp...

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