Posts Tagged ‘AI’

CoreWeave reports 3Q25 results; data centre delivery delays have short-term impact, self-building data centres to de-risk capacity building

November 17, 2025
Philbert Shih

CoreWeave reported its 3Q25 results, which saw more revenue growth, but some slowing given data cent...

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Microsoft to invest $10b in Sines, Portugal AI data centre

November 17, 2025
Ainsley Woods

Microsoft confirmed plans to invest $10b in AI infrastructure at a data centre in Sines, Portugal. ...

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Cloudflare reports 3Q25 results; growth acceleration amid a convergence of tailwinds

November 17, 2025
Philbert Shih

Cloudflare reported its 3Q25 results, which showed growth rate acceleration as both add-on service a...

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WSS: Earnings shows more signs of growth acceleration as AI inferencing drives demand and strategic moves

November 17, 2025
Philbert Shih

A busy week saw earnings season in full swing and the results coming in from across the ecosystem s...

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OpenAI, Broadcom partner on custom AI accelerators

November 14, 2025
Sacha Kavanagh

OpenAI is collaborating with Broadcom on 10GW of custom AI accelerators. ...

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Glesys to acquire Verne data centres, private cloud operations in Finland

November 13, 2025
Sacha Kavanagh

Verne agreed to sell its private cloud business in Finland. ...

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The age of fake data centres: complexity, people and tools

November 12, 2025
Daniel Golding

In the last several months, I have seen it all, including several projects that are failing in slow ...

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Meta planning for $600b investment in US-based data centres

November 12, 2025
Philbert Shih

Meta confirmed plans to invest $600b to build AI data centres in the US. This investment is projecte...

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Gcore rolls out AI Cloud Stack

November 12, 2025
Sacha Kavanagh

Luxembourg-based Gcore launched the AI Cloud Stack software solution for CSPs, telcos and large ente...

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Akamai reports 3Q25 results; cloud infrastructure growth, AI inferencing opportunity opening up

November 11, 2025
Philbert Shih

kamai reported its 3Q25 results, which saw the cloud infrastructure arm drive growth with new custom...

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Core Scientific reports 3Q25 results; acquisition cancelled, continuing efforts to bring capacity online for CoreWeave

November 10, 2025
Vivian Kong

Core Scientific reported its 3Q25 results, with some data points on its power capacity. ...

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Microsoft contracts 200k NVIDIA GPUs from Nscale in US, Europe

November 10, 2025
Sacha Kavanagh

Nscale and Microsoft signed an expanded deal that will see Nscale deliver ~200k NVIDIA GB300 GPUs to...

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