Author Archive

SDP: Bitdeer AI cloud growth data point

October 21, 2026
Philbert Shih

Bitdeer AI cloud growth data point. ...

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SDP: Qumulus AI data point on cloud infrastructure contracts

October 21, 2026
Philbert Shih

Qumulus AI data point on cloud infrastructure contracts. ...

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Emerald AI raises $105m in Series A round

September 25, 2026
Philbert Shih

Emerald AI raised $105m in a Series A round that valued the company at just over $1b. ...

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Opti9 acquires Hut 8 managed infrastructure, cloud customers

September 24, 2026
Philbert Shih

MSP Opti9 Technologies acquired the Canada-based traditional managed infrastructure and cloud busine...

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Theseus Infrastructure formed to support Anthropic, names CEO

September 22, 2026
Philbert Shih

Anthropic, Macquarie Asset Management and GIC partnered to establish data centre operating platform ...

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Blackstone, Google JV rolls out Crux AI; going after new tier of AI infrastructure

September 21, 2026
Philbert Shih

The JV between Blackstone and Google, disclosed a few months back, launched under the new company Cr...

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CoreWeave pricing compute higher; shares data points and leasing metrics on current 3Q26 period

September 21, 2026
Philbert Shih

CoreWeave shared some quick data points about its pricing trend and recent leasing activity. ...

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WSS: Neoclouds raise capital amid strong demand and leasing activity as more from earnings season shows continued hyperscale acceleration

September 21, 2026
Philbert Shih

It was a busy week in the neocloud space as providers raised capital, secured capacity and strategi...

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ChronoScale to provide 50MW of compute capacity to Microsoft

September 17, 2026
Philbert Shih

Publicly listed ChronoScale confirmed that it will provide AI-oriented cloud infrastructure for Micr...

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Oracle, AWS work to accelerate migrations of Oracle databases to AWS cloud and AI services

September 17, 2026
Philbert Shih

Oracle and AWS confirmed a new strategic agreement that will see the two companies focus on and inve...

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Gimlet Labs raises $300m in Series B round for multi-silicon inferencing cloud

September 16, 2026
Philbert Shih

Neocloud Gimlet Labs raised $300m in a Series B round, bringing total funding to $392m. ...

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Wasabi Technologies building dedicated AI business arm; hires SVP, GM to lead it

September 16, 2026
Philbert Shih

Wasabi Technologies launched a new dedicated AI business that is aimed at the cloud storage needs of...

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