Microsoft and xAI reported to be discussing possible infrastructure deal on Azure May 12, 2025 Philbert Shih Multiple media reports say there are discussions ongoing between Microsoft and xAI to house the Grok... Read more...
CoreWeave expands revolving credit facility May 8, 2025 Philbert Shih CoreWeave more than doubled its revolving credit facility. ... Read more...
Crusoe releases new managed services for cloud platform May 8, 2025 Philbert Shih Crusoe released new managed services to be delivered through its NVIDIA-enabled cloud infrastructure... Read more...
CoreWeave makes NVIDIA GB200 NVL72 rack-scale systems available on cloud infrastructure platform May 8, 2025 Philbert Shih NVIDIA confirmed that NVIDIA GB200 NVL72 systems are now deployed and available on the CoreWeave clo... Read more...
NVIDIA executive shares insight on AI data centre development May 1, 2025 Philbert Shih NVIDIA executives went on record confirming that it has not seen a decline or pullback in AI data ce... Read more...
NTT, Neysa Networks to build AI data centre in Hyderabad for GPU cloud May 1, 2025 Swapna Subramani NTT Data, in collaboration with Indian GPU cloud platform Neysa Networks and the Telangana governmen... Read more...
MI: Hyperscale overflow to GPU providers building April 30, 2025 Philbert Shih There appears to be more overflow capacity from hyperscalers looking to jump on the CoreWeave platfo... Read more...
MI: NVIDIA inching towards more direct service delivery, which means data centre procurement April 30, 2025 Philbert Shih There continue to be subtle signs that NVIDIA is moving closer to direct service delivery and status... Read more...
MI: Inferencing workloads starting to drive demand; sector responding April 30, 2025 Philbert Shih The sector continues to place more focus on AI inferencing as this type of workload looks set to see... Read more...
Google reports 1Q25 results; steady growth, CapEx investments aimed at addressing imbalance between supply and demand April 28, 2025 Philbert Shih Google’s parent company Alphabet reported its 1Q25 results, which showed steady forward momentum. ... Read more...
CoreWeave leases triple-digit MW data centre capacity from Galaxy Digital April 21, 2025 Philbert Shih CoreWeave agreed to a 15-year lease to house 133MW of critical IT load (supported by a 200MW private... Read more...
Applied Digital reports FY3Q25 results; concurrent dynamics impacting movement in business model, strategy April 21, 2025 Philbert Shih Applied Digital reported its FY2Q25 results for the period ending February 28, 2025. ... Read more...
