Author Archive
CoreWeave secures $3.1b credit facility to support builds for two customers
CoreWeave closed a $3.1b delayed draw term credit facility that is secured by GPU assets. ...
Read more...Megaport signs three more major cloud infrastructure deals
Megaport’s cloud arm Latitude.sh disclosed the signing of three new cloud infrastructure contr...
Read more...ByteDance reported to be raising CapEx
Media reports indicate ByteDance will increase its CapEx this year to $30b. ...
Read more...WSS: Earnings season shows growth across ecosystem as neoclouds continue to sign deals and procure data centre capacity
Read more...1Q26 IB: Meta, NVIDIA made moves, but not yet in hyperscale cloud infrastructure delivery game
Read more...1Q26 IB: Executives hires at hyperscalers notable for compute infrastructure emphasis
The past quarter saw more movement in executive circles. ...
Read more...1Q26 IB: More to the story of OpenAI walking away from expansion options; hyperscale demand taking up options quickly
OpenAI has walked away from a few options to expand its infrastructure build-out. ...
Read more...1Q26 IB: Demand continues to outpace supply, but there is the question of how top-heavy the demand is
Demand continues to outpace supply in the hyperscale segment. ...
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