Posts Tagged ‘GPU’

TeraWulf to host Fluidstack in data centre, takes option for 360MW in leases; strategic implications

August 25, 2025
Philbert Shih

Bitcoin miner and data centre operator TeraWulf signed a significant data centre colocation deal wit...

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Meta signs $10b cloud computing deal with Google Cloud; bridge capacity, immediate needs

August 25, 2025
Philbert Shih

Meta signed a large cloud computing deal with Google Cloud, according to multiple media outlets. ...

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2Q25 IB: Executive Summary

August 22, 2025
Philbert Shih

The recent quarter saw the sector pick up from where it left off in the 1Q25 period. The larger deba...

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2Q25 IB: Overflow capacity drawn to clouds by OpEx, supply chain redundancy

August 22, 2025
Philbert Shih

There continue to be overflow capacity requirements on the hunt for GPU cloud infrastructure. ...

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CoreWeave reports 2Q25 results; strong demand and aggressive growth increases guidance

August 12, 2025
Philbert Shih

CoreWeave reported its 2Q25 results, with top-line revenue growth exceeding expectations and crossin...

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DigitalOcean reports 2Q25 results; raises guidance in the face of steady growth trends

August 12, 2025
Philbert Shih

DigitalOcean reported its 2Q25 results, which showed more forward progress driven by its AI-oriented...

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CoreWeave closes debt facility to support building of infrastructure for OpenAI

August 7, 2025
Philbert Shih

CoreWeave closed a $2.6b secured debt facility. ...

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CPP Investments, Deutsche Bank provide financing for JV developing GPU cloud data centre in Cambridge, ON for CoreWeave

August 5, 2025
Philbert Shih

CPP Investments disclosed that is providing funding for a 54MW data centre project in Cambridge, Ont...

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Meta reports 2Q25 results; updated CapEx outlook, more AI infrastructure investments

August 4, 2025
Philbert Shih

Meta reported its 2Q25 results and shared important data points about its data centre requirements a...

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OpenAI reveals plans for Stargate initiative expansions in partnership with Oracle Cloud; aiming to build out 4.5GW

July 28, 2025
Philbert Shih

OpenAI confirmed plans to develop a significant amount of infrastructure capacity as part of the Sta...

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xAI plans data centre presence in Saudi Arabia

July 25, 2025
Swapna Subramani

AI company xAI is reported to be in advanced discussions to lease data centre capacity in Saudi Arab...

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CoreWeave acquires Core Scientific in $9b all-stock transaction; deal makes it a self-builder (update)

July 14, 2025
Philbert Shih

CoreWeave confirmed it has reached a definitive agreement to acquire data centre colocation provider...

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