Posts Tagged ‘AI’

Northern Data Group building HPC data centre outside Atlanta

December 12, 2024
Philbert Shih

Northern Data Group disclosed plans to build a HPC-oriented data centre in Maysville, Georgia. ...

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French GPU cloud provider Sesterce chooses Digital Realty for Marseille supercomputer

December 12, 2024
Sacha Kavanagh

Marseille-based GPU cloud provider Sesterce opened a supercomputer with Digital Realty in Marseille....

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Meta expands network capacity with Lumen

December 11, 2024
Jim Davis

Lumen Technologies and Meta recently confirmed an agreement that will expand Meta’s network capaci...

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Core Scientific reports 3Q24 results with HPC and infrastructure data points; transition to data centre colocation ongoing

December 9, 2024
Vivian Kong

Summary: Core Scientific reported its 3Q24 results, providing key data points on its HPC business an...

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WSS: Earnings season and expansions indicators for sector health; legacy and next-gen dynamic continues to play out

December 9, 2024
Philbert Shih

We pick up our coverage after a break due to public holidays and there has no shortage of activity ...

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3Q24 IB: Enterprise AI deployments emerging and moving beyond POC

December 6, 2024
Philbert Shih

Enterprise AI deployments are emerging in the pipeline and starting to go live. ...

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3Q24 IB: Hyperscale investment in global markets continues and will accelerate

December 6, 2024
Philbert Shih

The hyperscale clouds continue to invest heavily in building out infrastructure and fostering skill ...

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3Q24 IB: Webscale cloud providers moving into GPU cloud hosting more aggressively

December 6, 2024
Philbert Shih

Webscale cloud providers moving into GPU cloud hosting ...

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3Q24 IB: GPU clouds rapidly increasing uptake of data centre colocation

December 6, 2024
Philbert Shih

The GPU cloud providers that are building momentum have turned into aggressive consumers of data cen...

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3Q24 IB: Joint ventures pooling capital and energy resources to pursue long-term hyperscale, AI opportunity

December 6, 2024
Philbert Shih

Large-scale joint ventures committing multi-billion dollar sums are set to pursue the hyperscale and...

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3Q24 IB: Executive Summary

December 6, 2024
Philbert Shih

The recent quarter saw the sector build on the emerging stability reached in the last few quarters. ...

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Pure Data Centres sets its sights on Saudi Arabia

December 4, 2024
Sacha Kavanagh

UK-based Pure Data Centres Group struck a JV with Dune Vaults to develop multiple 100MW+ campuses in...

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