Posts Tagged ‘GPU’

OpenAI raises $122b and shares growth data points; cloud and data centre infrastructure implications

April 7, 2026
Philbert Shih

OpenAI closed its latest funding round, which came in at $122b in committed capital at a post-money ...

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Together AI data points on growth trajectory and possible funding round

April 1, 2026
Philbert Shih

Media reports shared interesting data points about neocloud Together AI. ...

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WSS: AI infrastructure demand, growth still pushing forward despite perceived challenges

March 30, 2026
Philbert Shih

The sector continues to push forward and the recent earnings season reflected the overall health of...

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Fleet Data Centers closes on $3.8b secured notes for Reno, Nevada data centre

March 27, 2026
Vivian Kong

Fleet Data Centers, the data centre development and operating arm of Tract Capital, closed on the pr...

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OpenAI, Oracle Cloud stop expanding further on Stargate data centre in Abilene, Texas; Microsoft reported to step and lease 700MW from Crusoe

March 24, 2026
Philbert Shih

OpenAI and Oracle Cloud will not proceed with further expansion at the Stargate data centre in Abile...

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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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