Posts Tagged ‘cloud’

WSS: Earnings season shows flow through from hyperscale and AI growth as expansion activity shows no signs of slowing down

November 10, 2025
Philbert Shih

The sector had a busy week as earnings season is now in full swing. Last week, we took a look at th...

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QTS partners with Lumen for network capacity to serve hyperscale, AI requirements

November 7, 2025
Philbert Shih

QTS Data Centers and Lumen confirmed a partnership to build out next-generation network capacity to ...

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OpenAI partners with AMD for GPUs; accelerating compute build-out

November 7, 2025
Philbert Shih

OpenAI and AMD confirmed a new strategic partnership that will aim to deploy 6GW of GPUs built by AM...

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Google to invest $9b into South Carolina and expand data centre footprint

November 7, 2025
Vivian Kong

Google confirmed that it will invest $9b in South Carolina through 2027. ...

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Cloudflare integrates networking, security and performance capabilities with Oracle Cloud

November 6, 2025
Philbert Shih

Cloudflare integrated its connectivity, networking, security and performance optimization capabiliti...

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TeraWulf, Fluidstack form JV to build data centre campus in Abernathy, Texas; expanding footprint

November 6, 2025
Philbert Shih

Bitcoin miner and data centre operator TeraWulf formed a JV with its tenant neocloud provider Fluids...

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Anthropic reported to have raised revenue projections

November 5, 2025
Philbert Shih

Media reports indicate AI company Anthropic has raised its revenue projections as growth continues t...

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AirTrunk & HUMAIN partner on $3b data centre expansion in Saudi Arabia

November 5, 2025
Swapna Subramani

AirTrunk confirmed a new partnership with HUMAIN to develop AI and hyperscale data centre infrastruc...

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IREN secures $9.7b contract with Microsoft

November 5, 2025
Vivian Kong

IREN confirmed it has signed a new multi-year cloud GPU contract with Microsoft. ...

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Related Digital to build for Stargate initiative’s Oracle Cloud and OpenAI in Michigan

November 5, 2025
Philbert Shih

Related Digital confirmed plans to build a hyperscale data centre campus for the Stargate initiative...

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Stargate UAE construction advances amid NVIDIA supply delays

November 4, 2025
Swapna Subramani

Construction of the 1GW Stargate UAE AI cluster is progressing toward its first 200MW phase slated f...

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Digital Realty reports 3Q25 results; enterprise and AI-led demand underpin strong quarter

November 4, 2025
Ainsley Woods

Digital Realty reported its 3Q25 results, it was another strong quarter, driven by record interconne...

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