Posts Tagged ‘AI’

Related Digital project in Ontario could be for GPU cloud deployment

June 10, 2025
Philbert Shih

Related Companies recently confirmed the launch of its data centre business Related Digital and conf...

Read more...

Brookfield plots $10b investment in Stockholm AI factory

June 10, 2025
Sacha Kavanagh

Brookfield Asset Management announced plans to invest up to $10b in a new AI data centre in Sweden. ...

Read more...

DigitalOcean reports 1Q25 results; uptake in AI inferencing, large customer growth

June 9, 2025
Philbert Shih

DigitalOcean reported its 1Q25 results, which showed more incremental progress pushed by demand for ...

Read more...

WSS: Ecosystem companies provide more data points demonstrating sector health; Applied Digital gets anchor

June 9, 2025
Philbert Shih

The sector had another busy week as earnings season provided yet more data points supporting an opti...

Read more...

1Q25 IB: Oracle Cloud growing aggressively behind multiple drivers

June 6, 2025
Philbert Shih

Oracle Cloud continues to grow aggressively at rates over 50% y/y. Why is this happening? ...

Read more...

1Q25 IB: GPU cloud provider growth rates reaching unprecedented heights

June 6, 2025
Philbert Shih

GPU cloud providers continue to scale at unprecedented rates, surpassing previous standards set by t...

Read more...

1Q25 IB: Chinese clouds continue rebound and recovery

June 6, 2025
Philbert Shih

Picking up where we left off last quarter, the Chinese hyperscalers continued to show signs of stabi...

Read more...

1Q25 IB: AI adoption continues to drive public cloud growth

June 6, 2025
Philbert Shih

Public cloud infrastructure growth continues to be propelled by uptake in AI tools and services. ...

Read more...

Soluna signs PPA for new 75MW facility in Texas

June 5, 2025
Vivian Kong

Soluna, a crypto hosting and HPC data centre provider, signed a PPA for its new development in north...

Read more...

Core Scientific reports 1Q25 earnings; data centre status update

June 4, 2025
Vivian Kong

Summary: Core Scientific reported its 1Q25 results, which included notable data points for its coloc...

Read more...

Colovore names new CEO as it enters growth and investment phase

June 4, 2025
Philbert Shih

Colovore named Jeffrey Springborn its new CEO. ...

Read more...

AMD reports 1Q25 earnings; AI and GPU adoption drives data centre growth

June 3, 2025
Swapna Subramani

AMD reported its 1Q25 results, with data centre and AI momentum driving 36% y/y growth to $7.4b. ...

Read more...