Posts Tagged ‘GPU’

Hyperscale CEOs speak to the state of demand and supply amid skeptic concerns about bubble

December 15, 2025
Philbert Shih

There has been a lot of debate about whether AI is a bubble. We have published a report this week th...

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Applied Digital leads $25m investment round in liquid cooling specialist Corintis

December 15, 2025
Philbert Shih

Applied Digital participated as the lead investor in a $25m funding round of Corintis, a Switzerland...

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Oracle reports 2QFY26 results; cloud infrastructure growth acceleration driving more CapEx investments

December 11, 2025
Philbert Shih

Oracle reported its 2QFY26 results, which showed more cloud infrastructure growth acceleration. Orac...

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Tencent reports 3Q25 results; shares CapEx numbers, cloud growth

December 10, 2025
Philbert Shih

Tencent reported its 3Q25 results, which included an update on CapEx numbers and insights on the pac...

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CoreWeave launches migration service; covering egress fees when moving from hyperscalers

December 10, 2025
Philbert Shih

CoreWeave rolled out a data migration service that will see it take on egress fees incurred by custo...

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Crusoe launches cloud infrastructure service for AI inferencing

December 3, 2025
Philbert Shih

Crusoe launched Crusoe Managed Inference, a cloud infrastructure service that is tailored for AI inf...

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Samsung, SK and OpenAI collaborating on data centre development in South Korea

December 3, 2025
Philbert Shih

OpenAI signed a number of MoUs to explore hyperscale data centre development in South Korea. ...

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Applied Digital completes delivery of Polaris Forge 1 in North Dakota

December 2, 2025
Vivian Kong

Applied Digital brought online the second phase of its Polaris Forge 1 data centre campus in Ellenda...

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Anthropic commits to $30b of Microsoft Azure cloud services; NVIDIA, Microsoft invest in Anthropic

December 2, 2025
Philbert Shih

Anthropic, makers of the Claude AI chatbot, contracted to consume $30b of Azure cloud infrastructure...

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Lambda raises $1.5b Series E round; looking to self-builds

December 1, 2025
Philbert Shih

Lambda raised over $1.5b in a Series E round. ...

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WSS: More large cloud and data centre deals to build AI infrastructure personify the state of demand and the acceleration in sector growth

December 1, 2025
Philbert Shih

It was a slower week with the US Thanksgiving holiday and we reduced our publishing. But there were...

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MI: Large deals on data centre colocation and cloud side speak to AI demand profile and appetite for infrastructure

November 28, 2025
Philbert Shih

The past month saw a wave of large deals for both data centre colocation and hyperscale cloud infras...

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