Posts Tagged ‘AI’

DigitalOcean rolls out updated cloud offerings based on AMD Instinct GPUs; liquid cooling deployed

March 16, 2026
Philbert Shih

DigitalOcean rolled out cloud infrastructure services built on the AMD Instinct MI350X line of GPUs....

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Oracle reports FY3Q26 results; more revenue growth acceleration

March 16, 2026
Philbert Shih

Oracle reported its 3QFY26 results, which showed more revenue growth acceleration for the raw cloud ...

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WSS: Data centre segment continues strength of earnings season amid more AI deals and expansion activity

March 16, 2026
Philbert Shih

The tail end of a long earnings season is nearing and we took a closer look this past week at the re...

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4Q25 IB: AI platforms seeing widespread uptake that is positively impacting infrastructure demand

March 13, 2026
Philbert Shih

AI platforms continue to show aggressive growth rates. ...

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4Q25 IB: Meta continues to build infrastructure aggressively

March 13, 2026
Philbert Shih

Meta continues to ramp up its CapEx spend and is developing data centre capacity at an aggressive pa...

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4Q25 IB: Major data centre builds come online and signal demand, scale of AI

March 13, 2026
Philbert Shih

The recent quarter saw a few major AI data centre projects come online. ...

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4Q25 IB: AI Inferencing driving demand for webscale cloud infrastructure

March 13, 2026
Philbert Shih

Demand for infrastructure to support AI inferencing workloads was a meaningful driver of webscale cl...

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4Q25 IB: M&A activity saw uptick with hyperscale, technology and computing infrastructure deals

March 13, 2026
Philbert Shih

M&A activity has picked up pace in recent months. ...

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4Q25 IB: AI platforms diversifying chip suppliers to manage supply constraints, time-to-market

March 13, 2026
Philbert Shih

AI platforms continue to diversify the chip suppliers they are using and this is also driving hypers...

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4Q25 IB: Large volume GPU and infrastructure deals continue driving growth

March 13, 2026
Philbert Shih

There were more large capacity deals in the recent quarter to support the build-out of AI-oriented i...

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Core Scientific secures up to $1b in financing

March 12, 2026
Vivian Kong

Core Scientific closed on an initial $500m loan facility provided by Morgan Stanley. ...

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Iron Mountain reports 4Q25 results; signs 43MW of new leasing as momentum builds into 2026

March 11, 2026
Ainsley Woods

Iron Mountain reported its 4Q25 results and signed a total of 43MW in new leasing during the quarter...

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