Posts Tagged ‘AI’

Applied Digital reports FY4Q26 results; executing on Polaris Forge 1 bringing in revenue as leasing gains significant momentum

August 6, 2026
Philbert Shih

Applied Digital reported its FY4Q26 results, which showed significant revenue growth as the CoreWeav...

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atNorth planning 1MW/rack densities in Norway

August 6, 2026
Sacha Kavanagh

atNorth disclosed that its recently announced NO1 campus in Norway will be able to accommodate densi...

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Galaxy Digital acquires land for second data centre campus in Texas

August 5, 2026
Philbert Shih

Galaxy Digital confirmed the acquisition of 500 acres in McGregor, McLennan County, Texas within th...

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Microsoft reports 4QFY26 results; accelerating growth pushed forward by operating improvements that brought additional capacity online

August 3, 2026
Philbert Shih

Microsoft reported its 4QFY26 results, which showed more Azure revenue growth acceleration. Demand l...

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Meta brings online new data centre in Temple, Texas

August 3, 2026
Vivian Kong

Meta went live with its newest data centre campus in Temple, Texas. ...

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Amazon reports 2Q26 results; more growth acceleration and CapEx increases

August 3, 2026
Philbert Shih

Amazon reported its 2Q26 results, which showed more growth acceleration and a CapEx increase amid on...

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MI: Ability to execute still being evaluated, but there are success cases emerging

July 31, 2026
Philbert Shih

Execution on delivering data centre capacity remains a challenge as requirements rise, time-to-marke...

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MI: APAC data centre operators continue to raise capital for data centre builds, expansion

July 31, 2026
Philbert Shih

There was a material volume of capital raising activity from APAC-based data centre operating platfo...

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MI: Anthropic procuring cloud and data centre to support capacity requirements

July 31, 2026
Philbert Shih

Anthropic has been extremely busy and procured significant capacity in the last month through differ...

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MI: Neocloud competitive landscape widening as younger firms growing, raising capital

July 31, 2026
Philbert Shih

Neoclouds continue to grow at a healthy clip and are raising capital to accelerate things. ...

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MI: Potential hyperscalers make moves that telegraph intentions, shaping data centre demand

July 31, 2026
Philbert Shih

There were more developments in the past month from companies that could end up being new entrants i...

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Meta reports 2Q26 results; capacity building continues as compute business moves closer to reality

July 30, 2026
Philbert Shih

Meta reported its 2Q26 results, which included useful data points about CapEx and overall infrastruc...

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