Posts Tagged ‘GPU’

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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NVIDIA licenses technology from Groq in $20b deal; acquire-hire to address inferencing, training separation

January 6, 2026
Philbert Shih

NVIDIA and Groq entered into a licensing arrangement that will see NVIDIA pay Groq to use and integr...

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MI: Chinese hyperscalers face supply constraints around GPU that may impact growth

December 31, 2025
Philbert Shih

The Chinese hyperscalers have been recovering over the last several quarters, but do not seem to be ...

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MI: Fluidstack builds out data centre capacity with another large lease, raising capital; rapid pace of development

December 31, 2025
Philbert Shih

Neocloud Fluidstack was again very active in the past month. ...

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MI: Large-scale builds for AI infrastructure continue to push forward

December 31, 2025
Philbert Shih

There continue to be large-scale builds across the ecosystem, particularly around AI-oriented worklo...

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