Posts Tagged ‘GPU’

Vultr sets up GPU nodes in Digital Realty data centres for AI workloads

September 2, 2025
Philbert Shih

Digital Realty disclosed a new partnership with cloud provider Vultr. ...

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Alibaba reports FY1Q26 results; AI driving revenue and infrastructure growth

September 1, 2025
Philbert Shih

Alibaba Group reported its FY1Q26 results (CY2Q25), which showed more acceleration in top-line reve...

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MI: Neocloud data centre colocation leasing activity speaks volumes

August 29, 2025
Philbert Shih

The quarter saw more leasing from neocloud provider looking to access large quantities of data centr...

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MI: Neocloud growth accelerating amid strong demand for GPU-based cloud infrastructure

August 29, 2025
Philbert Shih

Neocloud growth continues to push forward aggressively. ...

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Lambda to use EdgeConneX for colocation in Chicago, Atlanta

August 28, 2025
Philbert Shih

EdgeConneX confirmed it will provide over 30MW of data centre colocation infrastructure for newcloud...

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Nebius reports strong growth as demand exceeds supply

August 28, 2025
Sacha Kavanagh

Amsterdam-based and Nasdaq-listed neocloud Nebius released unaudited results for the quarter ended J...

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Reports provide colour for Groq revenue, growth trajectory; data centre constraints having impact

August 26, 2025
Philbert Shih

Media reports shared some interesting data points about AI cloud and chip startup Groq. ...

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Northern Data releases results; agrees to sale of mining business, receives expression of interest and strikes GPU partnership with Core42

August 26, 2025
Sacha Kavanagh

slew of news from Northern Data as it releases a trading update for the six months ended June 30, 20...

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Lambda said to be looking at strategic moves

August 25, 2025
Philbert Shih

Media reports indicate neocloud provider Lambda is working on strategic options that include another...

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TeraWulf to host Fluidstack in data centre, takes option for 360MW in leases; strategic implications

August 25, 2025
Philbert Shih

Bitcoin miner and data centre operator TeraWulf signed a significant data centre colocation deal wit...

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Meta signs $10b cloud computing deal with Google Cloud; bridge capacity, immediate needs

August 25, 2025
Philbert Shih

Meta signed a large cloud computing deal with Google Cloud, according to multiple media outlets. ...

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2Q25 IB: Executive Summary

August 22, 2025
Philbert Shih

The recent quarter saw the sector pick up from where it left off in the 1Q25 period. The larger deba...

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