Posts Tagged ‘cloud’

1Q25 IB: Executive Summary

June 6, 2025
Philbert Shih

The first quarter of the year was an eventful one to say the least. Bearish sentiment emerged as the...

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Soluna signs PPA for new 75MW facility in Texas

June 5, 2025
Vivian Kong

Soluna, a crypto hosting and HPC data centre provider, signed a PPA for its new development in north...

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Core Scientific reports 1Q25 earnings; data centre status update

June 4, 2025
Vivian Kong

Summary: Core Scientific reported its 1Q25 results, which included notable data points for its coloc...

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Northern Data Group evaluating expressions of interest for GPU cloud, data centre businesses

June 4, 2025
Sacha Kavanagh

Northern Data Group advised that it has received expressions of interest. ...

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OVHcloud opens first Italy data centre ahead of Milan cloud region; more Local Zones

June 4, 2025
Sacha Kavanagh

OVHcloud opened its first data centre in Italy, in the Milan region. ...

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AMD reports 1Q25 earnings; AI and GPU adoption drives data centre growth

June 3, 2025
Swapna Subramani

AMD reported its 1Q25 results, with data centre and AI momentum driving 36% y/y growth to $7.4b. ...

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Applied Digital brings in CoreWeave as anchor tenant for Ellendale, North Dakota data centre

June 2, 2025
Philbert Shih

Applied Digital confirmed that it has signed data centre colocation lease agreements with GPU cloud ...

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NVIDIA reports 1Q25 results; Blackwell accounts for 70% of data centre compute revenue

June 2, 2025
Jabez Tan

NVIDIA reported its 1Q25 results, which confirmed that Blackwell is now fully ramped up as the marke...

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Microsoft launches cloud infrastructure region in Kuala Lumpur, Malaysia

June 2, 2025
Philbert Shih

Microsoft brought online the Malaysia West cloud infrastructure region in Kuala Lumpur, Malaysia. ...

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Blue Owl Capital, Chirisa, PowerHouse push forward with JV in Chesterfield, VA

June 2, 2025
Philbert Shih

Blue Owl Capital, Chirisa Technology Parks and PowerHouse Data Centers disclosed the next phase of t...

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Microsoft opens cloud infrastructure region in Jakarta, Indonesia

June 2, 2025
Philbert Shih

Microsoft confirmed the opening of its first cloud infrastructure region in Jakarta, Indonesia. ...

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WSS: Earnings season brings more evidence of stability from across ecosystem as GPU infrastructure investments and builds accelerate

June 2, 2025
Philbert Shih

The past week saw more returns from earnings season that were in line with the consistent results p...

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