Posts Tagged ‘GPU’

WSS: Hyperscale earnings point to the reality of supply and demand imbalance as CapEx set to climb and neocloud expansion pushes forward

November 3, 2025
Philbert Shih

The sector had another busy week as earnings season kicked off with data centre bellwethers and hyp...

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MI: Stargate data centre builds picking up pace in wake of landmark OpenAI, Oracle Cloud infrastructure deal

October 31, 2025
Philbert Shih

The recent month saw the Stargate initiative involving OpenAI and Oracle expand and involve more dat...

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MI: Hyperscalers looking to work more closely with cryptocurrency with resource pipelines, expertise

October 31, 2025
Philbert Shih

Hyperscale platforms try to self-perform as much as they can when it comes to data centre infrastruc...

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Amazon reports 3Q25 results; acceleration in growth pushed by capacity additions, alongside cloud and AI demand

October 31, 2025
Philbert Shih

Amazon reported its 3Q25 results, which saw AWS cloud revenue growth accelerate amid expansions in A...

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Google reports 3Q25 results; more growth acceleration, CapEx increases amid strong demand signals

October 30, 2025
Philbert Shih

Google reported its 3Q25 results, which showed more growth acceleration as demand signals remain str...

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Lambda building data centre in Kansas City for AI end user

October 30, 2025
Philbert Shih

Lambda confirmed plans to build a data centre in Kansas City, Missouri. ...

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Vantage Data Centers building data centre for Stargate in Wisconsin

October 30, 2025
Philbert Shih

Vantage Data Centers confirmed plans to build the Lighthouse data centre campus in Wisconsin for the...

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Anthropic to deploy Google Cloud TPUs and infrastructure services for AI

October 30, 2025
Philbert Shih

Anthropic confirmed it will use Google Cloud TPUs for expanded compute infrastructure capacity, vali...

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Applied Digital brings online first phase of Polaris Forge 1 in North Dakota

October 30, 2025
Philbert Shih

Applied Digital confirmed bringing online the first phase of its Polaris Forge 1 data centre campus ...

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Microsoft reports 1QFY26 results; Azure demand levels remain high as CapEx climbs and imbalance persists

October 29, 2025
Philbert Shih

Microsoft reported its 1QFY26 (CY3Q25) results, which showed sustained growth acceleration from the ...

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Crusoe closes Series E raise of $1.375b; shares data points

October 28, 2025
Philbert Shih

Crusoe closed a Series Round of $1.375b at an expected valuation of over $10b. ...

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Nscale, Aker finalise Stargate Norway JV; reports of a second Norwegian location

October 28, 2025
Sacha Kavanagh

Ncale and investment firm Aker finalised the JV that will build the Stargate Norway data centre. ...

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