Posts Tagged ‘GPU’

DigitalOcean reports 3Q25 results; raises guidance amid AI demand for core, AI infrastructure

November 10, 2025
Philbert Shih

DigitalOcean reported its 3Q25 results, which showed growth acceleration driven by AI infrastructure...

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OpenAI partners with AMD for GPUs; accelerating compute build-out

November 7, 2025
Philbert Shih

OpenAI and AMD confirmed a new strategic partnership that will aim to deploy 6GW of GPUs built by AM...

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IREN secures $9.7b contract with Microsoft

November 5, 2025
Vivian Kong

IREN confirmed it has signed a new multi-year cloud GPU contract with Microsoft. ...

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Stargate UAE construction advances amid NVIDIA supply delays

November 4, 2025
Swapna Subramani

Construction of the 1GW Stargate UAE AI cluster is progressing toward its first 200MW phase slated f...

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OpenAI to use $37b of AWS cloud infrastructure

November 3, 2025
Philbert Shih

AWS and OpenAI confirmed a large cloud infrastructure deal. ...

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Applied Digital reports FY1Q26 results; time-to-market and focus on develop, operate driving leasing activity

November 3, 2025
Philbert Shih

Applied Digital reported its 1QFY26 results for the period that ended on August 31, 2025. ...

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WSS: Hyperscale earnings point to the reality of supply and demand imbalance as CapEx set to climb and neocloud expansion pushes forward

November 3, 2025
Philbert Shih

The sector had another busy week as earnings season kicked off with data centre bellwethers and hyp...

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MI: Stargate data centre builds picking up pace in wake of landmark OpenAI, Oracle Cloud infrastructure deal

October 31, 2025
Philbert Shih

The recent month saw the Stargate initiative involving OpenAI and Oracle expand and involve more dat...

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MI: Hyperscalers looking to work more closely with cryptocurrency with resource pipelines, expertise

October 31, 2025
Philbert Shih

Hyperscale platforms try to self-perform as much as they can when it comes to data centre infrastruc...

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Amazon reports 3Q25 results; acceleration in growth pushed by capacity additions, alongside cloud and AI demand

October 31, 2025
Philbert Shih

Amazon reported its 3Q25 results, which saw AWS cloud revenue growth accelerate amid expansions in A...

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Google reports 3Q25 results; more growth acceleration, CapEx increases amid strong demand signals

October 30, 2025
Philbert Shih

Google reported its 3Q25 results, which showed more growth acceleration as demand signals remain str...

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Lambda building data centre in Kansas City for AI end user

October 30, 2025
Philbert Shih

Lambda confirmed plans to build a data centre in Kansas City, Missouri. ...

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