Posts Tagged ‘AI’

Microsoft reports FY4Q24 results; slight growth moderation amid ongoing capacity constraints

August 5, 2024
Philbert Shih

Microsoft reported its FY4Q24 (CY2Q24) results, which included data points on the Azure cloud infras...

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Google reports 2Q24 results; Google Cloud showing steady growth acceleration, AI demand signals

August 5, 2024
Philbert Shih

Alphabet reported its 2Q24 results, which included numbers and data points for the Google Cloud busi...

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Alibaba Group reports FY1Q25 results; Alibaba Cloud sees some uptick, CapEx increases

August 2, 2024
Philbert Shih

Alibaba Group reported its FY1Q25 results (CY2Q24), which included details about the Alibaba Cloud b...

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MI: GPU cloud providers acquiring resources, more capacity

July 31, 2024
Philbert Shih

GPU cloud providers continue to see demand that is pushing them to acquire more resources and infras...

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MI: New company formation continues on the back of GPU cloud market

July 31, 2024
Philbert Shih

New company formation continues to flourish in no small part to the rise of the GPU cloud opportunit...

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Northern Data considering IPO for Ardent and Taiga business units

July 29, 2024
Ainsley Woods

Northern Data is considering an IPO in the US for its data centre and cloud business units (Ardent a...

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OBON partners with OneAsia for AI initiative in Bangkok, Thailand

July 29, 2024
Justin Saputra

Thai AI provider OBON signed a multi-megawatt contract to house an GPU cloud infrastructure service ...

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Bloom Energy partners with CoreWeave for on-site generation at Chirisa data centre near Chicago

July 29, 2024
Philbert Shih

Bloom Energy partnered with GPU cloud provider CoreWeave to enable on-site power generation at a dat...

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AWS, SAP moving up to Graviton4 processors for SAP HANA Cloud

July 26, 2024
Philbert Shih

AWS and SAP confirmed plans to use the next generation of Graviton4 processors for SAP HANA Cloud. ...

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Palantir running AI platform on Oracle Cloud

July 26, 2024
Philbert Shih

Oracle Cloud confirmed Palantir as a live AI customer running on OCI. ...

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Supermicro adds three new manufacturing facilities in Silicon Valley

July 25, 2024
Vivian Kong

Supermicro confirmed plans to expand in Silicon Valley with three new manufacturing campuses to supp...

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Mission Cloud partners with CrowdStrike, AWS for security, generative AI

July 24, 2024
Philbert Shih

Managed public cloud provider Mission Cloud partnered with CrowdStrike and expanded its partnership ...

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