Posts Tagged ‘AI’

Digital Realty reports 2Q25 results; enterprise leasing sets new record as interconnection gains momentum

August 4, 2025
Ainsley Woods

Summary: Digital Realty reported its 2Q25 results, showing strong performance led by record levels o...

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Meta reports 2Q25 results; updated CapEx outlook, more AI infrastructure investments

August 4, 2025
Philbert Shih

Meta reported its 2Q25 results and shared important data points about its data centre requirements a...

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OpenAI chooses Nscale, Aker for Stargate Norway facility

August 4, 2025
Sacha Kavanagh

OpenAI will open a data centre in Norway in partnership with UK-based neocloud Nscale and Norwegian ...

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WSS: Hyperscalers earnings show accelerating growth and investment levels as demand continues to outpace supply

August 4, 2025
Philbert Shih

The past week saw earnings season pick up pace and we got more visibility into the performance of t...

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Amazon reports 2Q25 results; growth acceleration and CapEx upticks amid ongoing supply and demand imbalance

August 1, 2025
Philbert Shih

Amazon reported its 2Q25 results, which showed some steady growth acceleration and an increase in Ca...

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Microsoft reports 4QFY25 and FY25 results; Azure growth, CapEx acceleration in face of strong demand signals

August 1, 2025
Philbert Shih

Microsoft reported its 4QFY25 results, which showed accelerating revenue growth for Azure even as th...

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MI: Outsourcing uptake continues to climb amid push to AI and overall transformation trends

July 31, 2025
Philbert Shih

The past month saw more clues that enterprise demand for outsourced infrastructure is accelerating a...

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MI: Hyperscale leasing universe widening in AI ecosystem

July 31, 2025
Philbert Shih

The past month saw more momentum with hyperscale-level leasing. ...

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Empyrion Digital launches data centre in Seoul, South Korea

July 30, 2025
Philbert Shih

Empyrion Digital opened its KR1 Gangnam Data Centre (KR1 GDC) in Seoul, South Korea. ...

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CoreWeave stands up GB300 NVL72 systems; in Switch data centres

July 30, 2025
Philbert Shih

CoreWeave confirmed it has deployed the new NVIDIA GB300 NVL72 rack-scale systems on its cloud infra...

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DigitalOcean rolls out GradientAI to enable AI development

July 29, 2025
Philbert Shih

DigitalOcean brought its GradientAI platform into general availability. ...

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OpenAI reveals plans for Stargate initiative expansions in partnership with Oracle Cloud; aiming to build out 4.5GW

July 28, 2025
Philbert Shih

OpenAI confirmed plans to develop a significant amount of infrastructure capacity as part of the Sta...

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