Posts Tagged ‘AI’

Nebius reports another strong quarter; demand still outstripping supply

February 19, 2026
Sacha Kavanagh

Amsterdam-based and Nasdaq-listed neocloud Nebius released its consolidated group results for the qu...

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Cloudflare reports 4Q25 results; accelerating growth driven by Workers uptake

February 18, 2026
Philbert Shih

Cloudflare reported its 4Q25 results, which showed more growth acceleration as uptake of the Workers...

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Lambda to house NVIDIA-based GPUs for Microsoft

February 18, 2026
Philbert Shih

Lambda late last year signed a significant deal with Microsoft to host tens of thousands of NVIDIA G...

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Digital Realty reports 4Q25 results; strong bookings and AI momentum drive strong year-end performance

February 17, 2026
Ainsley Woods

Digital Realty reported its 4Q25 results, closing out a record year for leasing and financial perfor...

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Anthropic valuation at $380b with latest fund raise; discloses revenue, customer data points

February 16, 2026
Sacha Kavanagh

Anthropic raised $30b in Series G funding at a $380b post-money valuation, adding to the $13b raised...

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WSS: Sector growth shows consistency, upward trajectory; hyperscale deals and more expansion

February 16, 2026
Philbert Shih

Earnings season is underway and last week we looked at the results coming from the hyperscale segmen...

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New funding, IPO for Nscale?

February 13, 2026
Sacha Kavanagh

Media reports indicate UK-based neocloud Nscale hired Goldman Sachs and JPMorgan to prepare for an I...

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Cerebras raises $1b as valuation soars; inks deal to supply OpenAI

February 13, 2026
Sacha Kavanagh

California-based Cerebras Systems raised $1b in Series H funding led by Tiger Global. ...

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Australia neocloud Firmus secured US$10b in debt financing for nationwide AI compute

February 12, 2026
Jabez Tan

Australian neocloud Firmus secured US$10b in debt financing led by investment firms Blackstone and C...

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NVIDIA and others team up to pilot smaller, modular data centres for AI inference

February 12, 2026
Sacha Kavanagh

NVIDIA teamed up with EPRI, InfraPartners and Prologis to study the use of small-scale (5-20MW) data...

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The PGA Tour expands partnership with AWS for more AI usage

February 12, 2026
Philbert Shih

The PGA Tour expanded its partnership with AWS that was first established in 2021. ...

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TeraWulf acquires sites in Kentucky, Maryland for data centre development

February 11, 2026
Philbert Shih

TeraWulf acquired two brownfield sites in Hawesville, Kentucky and Charles County, Maryland that it ...

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