Posts Tagged ‘GPU’

4Q25 IB: Large volume GPU and infrastructure deals continue driving growth

March 13, 2026
Philbert Shih

There were more large capacity deals in the recent quarter to support the build-out of AI-oriented i...

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Perplexity to use CoreWeave for inference workloads, fine-tuning

March 11, 2026
Philbert Shih

CoreWeave confirmed that AI platform Perplexity will run on its cloud infrastructure platform. ...

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Core Scientific reports 4Q25 results; more capacity coming online, expansion in Texas

March 10, 2026
Vivian Kong

Core Scientific reported its 4Q25 results, with notable data points on its growing high-density colo...

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Riot Platforms converts cryptomining site to HPC, signs lease with AMD; AMD cloud delivery and colocation end user?

March 3, 2026
Vivian Kong

Cryptomining firm Riot Platforms has pivoted a part of their business to HPC data centres. The compa...

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MI: Neoclouds using colocation, hyperscalers overflowing to neoclouds in pursuit of GPU capacity

February 27, 2026
Philbert Shih

Neoclouds and hyperscalers continue to search for capacity to house GPU infrastructure. In the past ...

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OpenAI raises revenue projections; infrastructure costs climbing even faster

February 24, 2026
Philbert Shih

Media reports indicate OpenAI has raised its revenue projections. ...

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WSS: Earnings season sees more revenue growth acceleration, with AI as a driver

February 23, 2026
Philbert Shih

Earnings season is moving along and there continue to be signs of more growth acceleration in cloud ...

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Nebius reports another strong quarter; demand still outstripping supply

February 19, 2026
Sacha Kavanagh

Amsterdam-based and Nasdaq-listed neocloud Nebius released its consolidated group results for the qu...

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Lambda to house NVIDIA-based GPUs for Microsoft

February 18, 2026
Philbert Shih

Lambda late last year signed a significant deal with Microsoft to host tens of thousands of NVIDIA G...

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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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