Posts Tagged ‘AI’

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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AWS to invest $15b in northern Indiana for new data centre campuses

December 15, 2025
Vivian Kong

AWS confirmed plans to invest an additional $15b into Northern Indiana to build new data centre camp...

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WSS: More hyperscale earnings show accelerating growth amid more infrastructure expansion

December 15, 2025
Philbert Shih

An eventful earnings season wound down, but there were two more hyperscale platforms reporting in r...

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3Q25 IB: Hyperscale end user world expanding as multi-MW consumer demographic grows

December 12, 2025
Philbert Shih

The hyperscale market has been an exclusive group, but there are signs that universe is starting to ...

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3Q25 IB: Hyperscale, AI platforms using more cloud-based infrastructure to diversity and get to market

December 12, 2025
Philbert Shih

Neoclouds and hyperscale platforms like Meta are taking down large volumes of hyperscale cloud infra...

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