Posts Tagged ‘GPU’

Anthropic investing $50b to build capacity in partnership with Fluidstack; Google angle the key

November 24, 2025
Philbert Shih

Anthropic confirmed it would invest $50b to build out data centres in the US in partnership with Flu...

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Meeza lands 6MW hyperscale deal; unveils sovereign AI stack

November 21, 2025
Swapna Subramani

Meeza signed a lease agreement of over QAR 750m (~US$206m) to deliver 6MW of capacity in a first pha...

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CoreWeave increases credit facility to support growth initiatives

November 20, 2025
Philbert Shih

CoreWeave disclosed an increase to its revolving credit facility, bumping it up from $1.5b to $2.5b....

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Prime Data Centers to host Lambda infrastructure in Los Angeles data centre

November 17, 2025
Philbert Shih

Prime Data Centers confirmed a data centre colocation lease with neocloud Lambda. ...

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Cipher signs $5.5b data centre deal with AWS; developing more sites for AI, hyperscale infrastructure

November 17, 2025
Philbert Shih

Publicly listed Cipher and its Cipher Mining arm signed a 15-year deal with AWS worth $5.5b to provi...

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Microsoft to invest $10b in Sines, Portugal AI data centre

November 17, 2025
Ainsley Woods

Microsoft confirmed plans to invest $10b in AI infrastructure at a data centre in Sines, Portugal. ...

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WSS: Earnings shows more signs of growth acceleration as AI inferencing drives demand and strategic moves

November 17, 2025
Philbert Shih

A busy week saw earnings season in full swing and the results coming in from across the ecosystem s...

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Meta planning for $600b investment in US-based data centres

November 12, 2025
Philbert Shih

Meta confirmed plans to invest $600b to build AI data centres in the US. This investment is projecte...

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Akamai reports 3Q25 results; cloud infrastructure growth, AI inferencing opportunity opening up

November 11, 2025
Philbert Shih

kamai reported its 3Q25 results, which saw the cloud infrastructure arm drive growth with new custom...

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Core Scientific reports 3Q25 results; acquisition cancelled, continuing efforts to bring capacity online for CoreWeave

November 10, 2025
Vivian Kong

Core Scientific reported its 3Q25 results, with some data points on its power capacity. ...

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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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