Posts Tagged ‘AI’

Data centre developers, AI companies pledge significant investment in French AI infrastructure

February 25, 2025
Sacha Kavanagh

A raft of planned data centre and AI investments for France were revealed alongside the AI Action Su...

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AWS CEO talks price-performance, moving to cloud as AI strategy focus

February 25, 2025
Philbert Shih

Matt Garman, CEO of AWS, was interviewed recently and a few comments he made were useful in understa...

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Microsoft reported to be pulling back on leases for data centre capacity; it is a sign of overbuild, demand shifts or other factors?

February 24, 2025
Philbert Shih

There are a few media outlets referencing equity analyst commentary around hyperscale leasing patter...

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Siam AI stands up Blackwell-based cloud node in STT GDC Bangkok data centre

February 24, 2025
Philbert Shih

Thailand-based GPU cloud provider Siam AI set up a node at the STT GDC data centre (STT Bangkok 1) i...

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Verne to expand Helsinki, Finland campus

February 21, 2025
Ainsley Woods

Data centre operator Verne acquired the land at its existing Helsinki data centre campus. ...

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Two new data centres coming to Krakow, Poland

February 21, 2025
Sacha Kavanagh

Local media reports Polish telco Polcom will build two new data centres in the southern city of Krak...

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Tesla completes 50k H100 GPU deployment in TX; guiding for ~$5b in AI-related CapEx in 2025

February 21, 2025
Jabez Tan

Tesla confirmed during its 4Q24 earnings call that it has completed the deployment of Cortex, an ~50...

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Cloudflare reports 4Q24, FY24 results; steady growth as Workers compute, AI inferencing gain more traction

February 19, 2025
Philbert Shih

Cloudflare reported its 4Q24 results and showed progress on multiple fronts. Continued large custome...

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CoreWeave brings cloud service built on Grace Blackwell superchip into GA

February 18, 2025
Philbert Shih

CoreWeave disclosed being the first provider to bring into GA a cloud infrastructure service using t...

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WSS: Early returns from earnings season confirm hyperscale growth trajectory and patterns, while opening door to market inefficiencies

February 17, 2025
Philbert Shih

It was a busy week as we push into the the heart of earnings season and navigate public holidays in...

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Applied Digital closes $375m financing round for ND campus build

February 12, 2025
Philbert Shih

Applied Digital confirmed closing of a $375m financing round with SMBC to support the build of its H...

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AWS shares details on data centre infrastructure improvements, innovations to be implemented across global portfolio

February 11, 2025
Philbert Shih

AWS shared details about how its data centre infrastructure will be upgraded with new components and...

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