OpenAI considering South Korea for data centre location September 16, 2025 Philbert Shih Media outlets attending a press conference in Seoul said OpenAI is considering building out data cen... Read more...
Nebius secures $17b Microsoft contract for AI infrastructure capacity in New Jersey September 16, 2025 Sacha Kavanagh Microsoft agreed to lease AI infrastructure from the Netherlands-based neocloud Nebius Group, at its... Read more...
NVIDIA said to be focused less on DGX Cloud and direct service delivery; not a simple question of demand, but multiple variables at work September 16, 2025 Philbert Shih Media reports citing people with direct knowledge of the internal situation at NVIDIA say that it ha... Read more...
NVIDIA to become Lambda cloud customer; data points on Lambda performance September 15, 2025 Philbert Shih Media outlets are reporting that NVIDIA has become a significant customer of neocloud provider Lambd... Read more...
OpenAI signs large cloud infrastructure deal with Oracle Cloud; how much will materialize? September 15, 2025 Philbert Shih OpenAI is reported to have signed a $300b cloud infrastructure agreement with Oracle Cloud. The repo... Read more...
Finnish neocloud DataCrunch raises €55m September 15, 2025 Sacha Kavanagh Finland-based neocloud DataCrunch (a new one to us) raised €55m in a combination of debt and equit... Read more...
CoreWeave launches venture arm; innovation, M&A and future business September 15, 2025 Sacha Kavanagh CoreWeave launched CoreWeave Ventures to invest in early-stage companies developing AI technologies.... Read more...
Lambda said to be eyeing public markets; reports on KPIs September 15, 2025 Philbert Shih Neocloud provider Lambda is putting things in motion to go public next year, media outlets are repor... Read more...
WSS: More hyperscale growth acceleration, backlogs signal upward trajectory as technology and energy acquisition strategies remain in motion September 15, 2025 Philbert Shih We have worked our way through a long earnings season and overall, the sector executed well. The pe... Read more...
Elea, Oracle, and city of Rio de Janeiro sign MoU to accelerate Rio AI City September 12, 2025 Vivian Kong Summary: Elea Data Centers signed a MoU with the City of Rio de Janeiro and Oracle to accelerate Ele... Read more...
Humain kicks off two 100MW AI campuses in Saudi Arabia September 12, 2025 Swapna Subramani Saudi Arabia’s Public Investment Fund–backed AI company Humain has begun construction of two dat... Read more...
ionstream releases bare metal cloud services built on NVIDIA September 11, 2025 Philbert Shih Houston-based ionstream launched bare metal cloud infrastructure services built on NVIDIA GPUs. ... Read more...
