Archive for the ‘AI’ Category

OpenAI said to be weighing 1GW data centre in India as part of Stargate initiative

September 11, 2025
Swapna Subramani

Media reports indicate OpenAI is evaluating a gigawatt-level data centre in India as part of its Sta...

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EcoDataCenter raises €600m in debt to expand Falun and Borlänge campuses

September 11, 2025
Ainsley Woods

EcoDataCenter secured €600m in debt financing from Deutsche Bank Private Credit and Infrastructure...

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Blue Owl to fund $20b in AI developments, including CoreWeave’s Lancaster campus

September 10, 2025
Ainsley Woods

Blue Owl Capital expanded its development partnership with Chirisa Technology Parks (CTP) to support...

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Oracle reports 1QFY26 results; raised cloud infrastructure guidance reflects backlog, pipeline positioned for aggressive growth

September 9, 2025
Philbert Shih

Oracle reported its 1QFY26 results, which showed the OCI cloud infrastructure business growing stead...

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Silver Lake launches digital infrastructure platform with $400m to target powered land

September 9, 2025
Ainsley Woods

Silver Lake has partnered with Adam Fisher and Peter Rumbold of Commonwealth Asset Management to lau...

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CoreWeave acquires OpenPipe; adds fine tuning for agents to enhance vertically integrated approach

September 8, 2025
Philbert Shih

CoreWeave reached a definitive agreement to acquire AI startup OpenPipe. ...

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Flexential secures $1b in equity to accelerate AI-focused data centre expansion

September 8, 2025
Ainsley Woods

Flexential raised approximately $1b in primary equity through a combination of investments. ...

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Khazna Data Center secures $2.62b, 10-year facility to accelerate data centre build-out

September 8, 2025
Swapna Subramani

Khazna has closed a $2.62bn financing facility arranged with ADCB and FAB, carrying a tenor of up to...

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WSS: Tail end of earnings maintains patterns in place with more expansion activity driven by hyperscale and neocloud demand

September 8, 2025
Philbert Shih

We have moved through the bulk of earnings season and Alibaba Cloud was the latest hyperscale cloud...

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IREN expands GPU inventory; building in Prince George, BC

September 4, 2025
Philbert Shih

IREN, a NVIDIA partner, confirmed the expansion of its GPU inventory to 10.9k after purchasing 1,200...

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AMD reports 2Q25 results; strong data centre growth, GPU constraints, cash-funded execution

September 4, 2025
Swapna Subramani

AMD reported record 2Q25 revenue of ~$7.7b, with data centre up ~14% y/y to ~$3.2b. ...

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Intel reports 2Q25 results: CPU-GPU mix deepens; CapEx discipline

September 4, 2025
Swapna Subramani

Intel’s Q2 FY2025 results showed flat revenue at $12.9B with management emphasizing tighter capita...

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