Posts Tagged ‘AI’

Chevron partners to build natural gas plants for data centres

February 4, 2025
Vivian Kong

Oil and gas producer Chevron disclosed plans to partner with investment firm Engine No.1 and electri...

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Meta reports 4Q24 results; CapEx rises again and no signs of slowing down in near-term

February 3, 2025
Philbert Shih

Meta reported its 4Q24 results, which provided more insights into where CapEx levels are at and how ...

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Time to restart the clock for data centre demand and supply

February 3, 2025
Daniel Golding

Is the data centre industry concluding its collective multi-year freak-out? To be clear about what ...

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DeepSeek: is the data centre industry deep sunk?

February 3, 2025
Daniel Golding

The last several days have seen financial markets and pundits losing their collective minds over sev...

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Microsoft reports 2QFY25 results; Azure continues steady growth amid capacity constraints, while most get situation wrong

February 3, 2025
Philbert Shih

Microsoft reported its 2QFY25 results, which included details on Azure growth, AI uptake and CapEx o...

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Spanish AI firm to build data centre, development centre in Talavera; releases financial results

February 3, 2025
Sacha Kavanagh

Spain-based Substrate AI (not to be confused with the Dutch company with virtually the same name, Su...

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MI: Big announcements range from aspirational to legitimate

January 31, 2025
Philbert Shih

The past month saw a lot of fanfare tied to announcements about big data centre projects. But not al...

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MI: DeepSeek to be the first of many efficiency gains that will lead to more adoption, demand in the long-run

January 31, 2025
Philbert Shih

The DeepSix release of a chatbot that is said to be comparable to existing technology, but built at ...

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MI: Early signs that GPU clouds are starting global expansion

January 31, 2025
Philbert Shih

GPU cloud providers are in the early stages of building out their infrastructure footprints. ...

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Large north London data centre gets the green light

January 30, 2025
Sacha Kavanagh

DC01UK received planning permission for its project in Potters Bar, north London. ...

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NVIDIA to build new Israel data centre

January 30, 2025
Sacha Kavanagh

NVIDIA pledged to invest over $500m in Israel, including a data centre close to its HQ near Haifa. ...

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Meta shares CapEx update amid plans to build GW-scale data centre in Louisiana

January 29, 2025
Philbert Shih

Meta shared some data points about its AI infrastructure plans moving into 2025. The information was...

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