Posts Tagged ‘GPU’

Nebius reports 1Q26 results; rising revenues, profitability, pipeline, customer base

June 5, 2026
Sacha Kavanagh

Amsterdam-based and Nasdaq-listed neocloud Nebius released its consolidated group results for the qu...

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Bitzero signs OneQode for remote Norway GPU capacity

June 4, 2026
Sacha Kavanagh

Crypto miner turned data centre developer Bitzero signed a customer at its Norway 1 campus in Namssk...

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Blackstone, Google form JV to build cloud service; but data centre capacity still the primary driver, not a new cloud business

June 2, 2026
Philbert Shih

Blackstone and Google established a joint venture to build a new company that will provide cloud in...

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Anthropic becomes SpaceXAI customer at Colossus in Memphis, TN; opportunistic, but also strategic

June 1, 2026
Philbert Shih

Anthropic and SpaceXAI, the AI arm of SpaceX, confirmed a new partnership for AI computing infrastru...

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Anthropic reported to be discussing usage of Microsoft’s Maia chips

June 1, 2026
Philbert Shih

Media reports indicate Anthropic is in talks with Microsoft to use its proprietary silicon. ...

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Nscale brings in president of data centres as it expands in Portugal, Norway for Microsoft and secures financing

May 28, 2026
Sacha Kavanagh

There were a few developments at UK-based neocloud Nscale as it expands its team and data centre cap...

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CoreWeave secures $3.1b credit facility to support builds for two customers

May 26, 2026
Philbert Shih

CoreWeave closed a $3.1b delayed draw term credit facility that is secured by GPU assets. ...

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1Q26 IB: Pricing for GPUs moving in the other direction

May 22, 2026
Philbert Shih

There were multiple reports in the recent quarter from webscale and hyperscale providers about emerg...

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Akamai reports 1Q26 results; more raw cloud infrastructure growth and major $1.8b AI customer win

May 19, 2026
Philbert Shih

Akamai reported its 1Q26 results, which showed more cloud infrastructure growth, and a landmark fron...

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DigitalOcean reports 1Q26 results; adds 60MW in capacity to support growth acceleration, demand signals

May 18, 2026
Philbert Shih

DigitalOcean reported its 1Q26 results, which showed material revenue growth acceleration, amid stro...

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Tencent reports 1Q26 results; CapEx rising, but AI and cloud infrastructure to be prioritized in 2H26 with more investments

May 13, 2026
Philbert Shih

Tencent reported its 1Q26 results, which provided insights into the Tencent Cloud business and its o...

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Lambda secures $1b senior credit facility

May 13, 2026
Philbert Shih

Lambda closed a $1b senior secured credit facility. ...

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