Meta reports 2Q24 results; data points about CapEx, data centre deployment strategy August 6, 2024 Philbert Shih Meta reported its 2Q24 results, which included insights about its CapEx and data centre expansion ef... Read more...
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... Read more...
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... Read more...
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... Read more...
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... Read more...
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... Read more...
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... Read more...
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 ... Read more...
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... Read more...
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. ... Read more...
Palantir running AI platform on Oracle Cloud July 26, 2024 Philbert Shih Oracle Cloud confirmed Palantir as a live AI customer running on OCI. ... Read more...
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... Read more...
