Posts Tagged ‘GPU’

OpenAI raises revenue projections; infrastructure costs climbing even faster

February 24, 2026
Philbert Shih

Media reports indicate OpenAI has raised its revenue projections. ...

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WSS: Earnings season sees more revenue growth acceleration, with AI as a driver

February 23, 2026
Philbert Shih

Earnings season is moving along and there continue to be signs of more growth acceleration in cloud ...

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Nebius reports another strong quarter; demand still outstripping supply

February 19, 2026
Sacha Kavanagh

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

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Lambda to house NVIDIA-based GPUs for Microsoft

February 18, 2026
Philbert Shih

Lambda late last year signed a significant deal with Microsoft to host tens of thousands of NVIDIA G...

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RunPod shares data points on aggressive growth trajectory

February 9, 2026
Philbert Shih

RunPod, a New Jersey-based GPU cloud provider, shared some data points on its growth trajectory, alo...

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ByteDance planning CapEx increase in 2026; relatively modest jump

February 2, 2026
Philbert Shih

Media reports in APAC indicate ByteDance is set to increase its CapEx commitment in 2026. ...

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Anthropic raises revenue projections amid growth surge; training, compute costs

January 28, 2026
Philbert Shih

Anthropic, maker of the AI chatbot Claude, raised its revenue forecast, according to media reporting...

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Lawsuit filed against CoreWeave focuses on single-vendor reliance; does not match up with reality

January 27, 2026
Philbert Shih

A class-action lawsuit has been filed that alleges CoreWeave has committed securities fraud by misle...

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AlphaTON signs 5-year colocation deal with atNorth in Sweden

January 19, 2026
Ainsley Woods

AlphaTON Capital signed a 5-year colocation agreement with atNorth in Sweden ...

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WSS: NVIDIA and Meta developments point to current state of long-term hyperscale strategies

January 19, 2026
Philbert Shih

The sector is back in full swing and the week saw developments on the hyperscale infrastructure sid...

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NVIDIA hires first CMO from Google Cloud

January 16, 2026
Philbert Shih

NVIDIA brought in Alison Wagonfeld as its first chief marketing officer. ...

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Lambda working on another capital raise; reports on revenue base and growth rate

January 12, 2026
Philbert Shih

Media reports indicate neocloud Lambda is working on a capital raise in advance of a potential IPO l...

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