Posts Tagged ‘AI’

What if the data centres are real, but the delivery dates are fake?

December 2, 2025
Daniel Golding

CoreWeave has taken a drubbing in the market for cutting its annual revenue forecasts – not fo...

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Lambda raises $1.5b Series E round; looking to self-builds

December 1, 2025
Philbert Shih

Lambda raised over $1.5b in a Series E round. ...

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Nscale to take 15MW of capacity with Verne in Iceland

December 1, 2025
Ainsley Woods

Verne signed a 15MW agreement with Nscale to host ~4.6k NVIDIA Blackwell Ultra GPUs at its Iceland c...

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Alibaba reports FY2Q26 results; more growth acceleration amid aggressive AI uptake

December 1, 2025
Philbert Shih

Alibaba reported its FY2Q26 (CY3Q25) results, which included more details about the Alibaba Cloud in...

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WSS: More large cloud and data centre deals to build AI infrastructure personify the state of demand and the acceleration in sector growth

December 1, 2025
Philbert Shih

It was a slower week with the US Thanksgiving holiday and we reduced our publishing. But there were...

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MI: Large deals on data centre colocation and cloud side speak to AI demand profile and appetite for infrastructure

November 28, 2025
Philbert Shih

The past month saw a wave of large deals for both data centre colocation and hyperscale cloud infras...

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MI: Revenue growth acceleration kicking in across ecosystem

November 28, 2025
Philbert Shih

Earnings season revealed that revenue growth acceleration is coming from all corners of the ecosyste...

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MI: AI platforms, service providers working with more than one chip vendor

November 28, 2025
Philbert Shih

The past month saw a number of AI platforms diversify GPU vendors and infrastructure service provide...

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MI: CoreWeave starts to self-build data centres

November 28, 2025
Philbert Shih

CoreWeave confirmed on its earnings call this month that it is moving more aggressively into self-bu...

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VOLT emerges as AI provider, partner with Switch Datacenters on Amsterdam, Warsaw data centres

November 27, 2025
Sacha Kavanagh

We came across a new AI provider, VOLT, based in the Netherlands and claiming live capacity in Amste...

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Nebius reports strong growth as demand continues to outstrip supply; new $3b Meta contract

November 27, 2025
Sacha Kavanagh

Amsterdam-based and Nasdaq-listed neocloud Nebius released unaudited results for the quarter ending ...

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Equinix brings in executive to lead data science, AI

November 26, 2025
Philbert Shih

Equinix named Yang Song as its new SVP and chief data science and AI officer. ...

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