Posts Tagged ‘GPU’

Tesla completes 50k H100 GPU deployment in TX; guiding for ~$5b in AI-related CapEx in 2025

February 21, 2025
Jabez Tan

Tesla confirmed during its 4Q24 earnings call that it has completed the deployment of Cortex, an ~50...

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CoreWeave brings cloud service built on Grace Blackwell superchip into GA

February 18, 2025
Philbert Shih

CoreWeave disclosed being the first provider to bring into GA a cloud infrastructure service using t...

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Siam AI to invest $100m in AI infrastructure

February 18, 2025
Philbert Shih

The Thai Board of Investment approved an ~$100m investment by Siam AI Corporation to build out infra...

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Applied Digital closes $375m financing round for ND campus build

February 12, 2025
Philbert Shih

Applied Digital confirmed closing of a $375m financing round with SMBC to support the build of its H...

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AWS shares details on data centre infrastructure improvements, innovations to be implemented across global portfolio

February 11, 2025
Philbert Shih

AWS shared details about how its data centre infrastructure will be upgraded with new components and...

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CoreWeave brings in SVP of strategy

February 11, 2025
Philbert Shih

CoreWeave brought in former Microsoft executive Corey Sanders as its new SVP of strategy. ...

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Meta reports 4Q24 results; CapEx rises again and no signs of slowing down in near-term

February 3, 2025
Philbert Shih

Meta reported its 4Q24 results, which provided more insights into where CapEx levels are at and how ...

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Microsoft reports 2QFY25 results; Azure continues steady growth amid capacity constraints, while most get situation wrong

February 3, 2025
Philbert Shih

Microsoft reported its 2QFY25 results, which included details on Azure growth, AI uptake and CapEx o...

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MI: Early signs that GPU clouds are starting global expansion

January 31, 2025
Philbert Shih

GPU cloud providers are in the early stages of building out their infrastructure footprints. ...

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DeepSeek not going to deep-six infrastructure sector; optimization wave will moderate demand, but also have many benefits

January 28, 2025
Philbert Shih

There has been plenty of chatter, or more accurately a collective freak out, around Chinese AI start...

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IBM hosts supercomputer on CoreWeave, partners for storage

January 24, 2025
Philbert Shih

CoreWeave confirmed IBM as a cloud infrastructure customer. ...

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Applied Digital partners with Macquarie Asset Management; financing facility for data centre development, hyperscale customer

January 23, 2025
Philbert Shih

Applied Digital and Macquarie Asset Management (MAM) formed a partnership that will see MAM provide ...

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