Nscale acquires Anyscale; adding technology, managed services for full spectrum of AI development August 12, 2026 Philbert Shih Nscale acquired Anyscale, a software platform built on open source that helps end users build and sc... Read more...
CoreWeave reports 2Q26 results; strong revenue growth set to accelerate with capacity and execution tracking August 12, 2026 Philbert Shih CoreWeave reported its 2Q26 results, which showed more aggressive top-line revenue growth, driven by... Read more...
TeraWulf reports 2Q26 results; moving contracts to operational and lease-generating capacity August 11, 2026 Philbert Shih TeraWulf reported its 2Q26 results, which showed more data centre revenue growth coming from the dat... Read more...
DigitalOcean reports 2Q26 results; growth acceleration and flywheel effect building, footprint up to 155MW August 10, 2026 Philbert Shih DigitalOcean reported its 2Q26 results, which showed more revenue growth acceleration as DigitalOcea... Read more...
Akamai reports 2Q26 results; cloud growth set to accelerate after more momentum in large cloud deal wins August 10, 2026 Philbert Shih Akamai reported its 2Q26 results, which included a break-out for the cloud infrastructure business. ... Read more...
Cerebras reports 1Q26 results; strong growth as AWS, OpenAI contracts progress, driving demand for data centre capacity August 10, 2026 Sacha Kavanagh Cerebras released its results for the quarter ended March 31, 2026, its first as a publicly traded c... Read more...
WSS: Earnings seasons shows growth acceleration across the board as CoreWeave moves global expansion to APAC in pursuit of land and energy in a constrained environment August 10, 2026 Philbert Shih It was a busy week across the sector as earnings season was in full swing. The US-based hyperscalers... Read more...
CoreWeave to deploy 360MW in Indonesia for first APAC infrastructure node; set to alter regional infrastructure dynamics in Southeast Asia August 7, 2026 Louise Seputra There are few data centre colocation providers in Indonesia with this level of capacity so the fiel... Read more...
Applied Digital reports FY4Q26 results; executing on Polaris Forge 1 bringing in revenue as leasing gains significant momentum August 6, 2026 Philbert Shih Applied Digital reported its FY4Q26 results, which showed significant revenue growth as the CoreWeav... Read more...
atNorth planning 1MW/rack densities in Norway August 6, 2026 Sacha Kavanagh atNorth disclosed that its recently announced NO1 campus in Norway will be able to accommodate densi... Read more...
Galaxy Digital acquires land for second data centre campus in Texas August 5, 2026 Philbert Shih Galaxy Digital confirmed the acquisition of 500 acres in McGregor, McLennan County, Texas within th... Read more...
Microsoft reports 4QFY26 results; accelerating growth pushed forward by operating improvements that brought additional capacity online August 3, 2026 Philbert Shih Microsoft reported its 4QFY26 results, which showed more Azure revenue growth acceleration. Demand l... Read more...
