Posts Tagged ‘AI’

Applied Digital raises debt for pre-development costs; negotiating with hyperscaler

December 30, 2025
Sacha Kavanagh

Applied Digital entered into a $100m debt facility with Macquarie Group to fund pre-lease developmen...

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OpenAI acquires Neptune; technology addition to enhance model training analysis

December 30, 2025
Philbert Shih

OpenAI acquired Neptune, a provider of monitoring, tracking and de-bugging tools used to help train ...

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WSS: As bubble debates continues, more expansion, strategic activity and hyperscale leasing

December 29, 2025
Philbert Shih

The sector remains remarkably busy even as the year starts to wind down. We recently published a rep...

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UK announces North Wales AI zone, SMR project, new measures to speed AIGZ delivery

December 19, 2025
Philbert Shih

The UK government announced another AI Growth Zone, along with the country’s first SMR project and...

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Reports of Oracle, OpenAI alleged challenges with build timelines early and a bit over the top

December 19, 2025
Philbert Shih

Media reports citing unnamed sources say that Oracle has pushed back completion dates for some of th...

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Cassava Technologies secures NVIDIA investment; rolls out Africa’s first GPUaaS

December 18, 2025
Sacha Kavanagh

NVIDIA made an undisclosed investment in UK-HQd Cassava Technologies, soon before Cassava announced ...

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Brookfield and Qai launch $20b JV to build AI infrastructure in Qatar and beyond

December 18, 2025
Swapna Subramani

Brookfield and Qai, Qatar’s national AI company backed by the Qatar Investment Authority, formed a...

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Fluidstack reported to be targeting capital raise of $700m

December 17, 2025
Philbert Shih

Multiple media outlets have reported that neocloud provider Fluidstack is in the process of raising ...

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Vultr to build AMD GPU supercluster in Ohio; investing $1b

December 16, 2025
Philbert Shih

Vultr confirmed plans to launch an AI cluster in partnership with AMD. ...

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Amazon updates infrastructure portfolio at re:Invent; shares progress updates

December 16, 2025
Philbert Shih

AWS hosted its annual re:Invent conference in Las Vegas and shared details about its infrastructure ...

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Microsoft commits C$19b to Canadian AI and cloud infrastructure

December 16, 2025
Ainsley Woods

Microsoft confirmed plans to invest C$19b in Canada between 2023-2027 to expand digital and cloud in...

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Hyperscale CEOs speak to the state of demand and supply amid skeptic concerns about bubble

December 15, 2025
Philbert Shih

There has been a lot of debate about whether AI is a bubble. We have published a report this week th...

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