Archive for the ‘AI’ Category
Equinix reports 3Q25 results; 900MW of expansion pipeline in the works to double footprint
Read more...IREN secures $9.7b contract with Microsoft
IREN confirmed it has signed a new multi-year cloud GPU contract with Microsoft. ...
Read more...OpenAI to use $37b of AWS cloud infrastructure
AWS and OpenAI confirmed a large cloud infrastructure deal. ...
Read more...Applied Digital reports FY1Q26 results; time-to-market and focus on develop, operate driving leasing activity
Applied Digital reported its 1QFY26 results for the period that ended on August 31, 2025. ...
Read more...WSS: Hyperscale earnings point to the reality of supply and demand imbalance as CapEx set to climb and neocloud expansion pushes forward
Read more...MI: More hyperscale consumption of cloud infrastructure in overflow scenarios
Hyperscale and neocloud platforms continue to overflow to cloud infrastructure platforms. ...
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