Posts Tagged ‘GPU’

OpenAI ups commitment to AWS cloud, Amazon invests in OpenAI; land grab and hedging

March 24, 2026
Philbert Shih

Amazon made a significant investment in OpenAI. OpenAI will also expand its cloud infrastructure com...

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Alibaba reports FY3Q26 results; more growth acceleration for cloud, silicon development

March 19, 2026
Philbert Shih

Alibaba reported its FY3Q26 (CY4Q25) results, which included details about the Alibaba Cloud busines...

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Tencent Cloud reports 4Q25 results; demand profile healthy, building supply to meet it

March 18, 2026
Philbert Shih

Tencent reported its 4Q25 results, which included some insights on the trajectory of the cloud infra...

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Akamai acquires NVIDIA Blackwell inventory to support large customer win

March 16, 2026
Philbert Shih

kamai confirmed the acquisition of a significant volume of NVIDIA Blackwell GPU inventory to increas...

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DigitalOcean rolls out updated cloud offerings based on AMD Instinct GPUs; liquid cooling deployed

March 16, 2026
Philbert Shih

DigitalOcean rolled out cloud infrastructure services built on the AMD Instinct MI350X line of GPUs....

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Oracle reports FY3Q26 results; more revenue growth acceleration

March 16, 2026
Philbert Shih

Oracle reported its 3QFY26 results, which showed more revenue growth acceleration for the raw cloud ...

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4Q25 IB: AI platforms diversifying chip suppliers to manage supply constraints, time-to-market

March 13, 2026
Philbert Shih

AI platforms continue to diversify the chip suppliers they are using and this is also driving hypers...

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4Q25 IB: Large volume GPU and infrastructure deals continue driving growth

March 13, 2026
Philbert Shih

There were more large capacity deals in the recent quarter to support the build-out of AI-oriented i...

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Perplexity to use CoreWeave for inference workloads, fine-tuning

March 11, 2026
Philbert Shih

CoreWeave confirmed that AI platform Perplexity will run on its cloud infrastructure platform. ...

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Core Scientific reports 4Q25 results; more capacity coming online, expansion in Texas

March 10, 2026
Vivian Kong

Core Scientific reported its 4Q25 results, with notable data points on its growing high-density colo...

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Riot Platforms converts cryptomining site to HPC, signs lease with AMD; AMD cloud delivery and colocation end user?

March 3, 2026
Vivian Kong

Cryptomining firm Riot Platforms has pivoted a part of their business to HPC data centres. The compa...

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MI: Neoclouds using colocation, hyperscalers overflowing to neoclouds in pursuit of GPU capacity

February 27, 2026
Philbert Shih

Neoclouds and hyperscalers continue to search for capacity to house GPU infrastructure. In the past ...

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