Archive for the ‘AI’ Category

Intel reports 1Q25 earnings: DCAI group gains on AI workloads, CapEx remains cautious

May 12, 2025
Swapna Subramani

Intel’s Q1 2025 earnings offered a window into the evolving dynamics of the semiconductor industry...

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Microsoft and xAI reported to be discussing possible infrastructure deal on Azure

May 12, 2025
Philbert Shih

Multiple media reports say there are discussions ongoing between Microsoft and xAI to house the Grok...

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EcoDataCenter divesting retail facilities, focus on hyperscale and AI

May 12, 2025
Sacha Kavanagh

Sweden’s EcoDataCenter confirmed plans to sell its three retail colocation data centres as it focu...

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WSS: Early returns from earnings seasons provide data points about sector’s trajectory, quelling fears of sector overbuild

May 12, 2025
Philbert Shih

Earnings season is now in full swing and the past week saw hyperscale (AWS, Microsoft, Meta) and be...

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Oracle deploys first wave of NVIDIA Blackwell GB200 with plans to scale to 100k chips

May 9, 2025
Jabez Tan

NVIDIA confirmed that Oracle deployed its first wave of liquid-cooled NVIDIA GB200 NVL72 racks in ...

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CoreWeave expands revolving credit facility

May 8, 2025
Philbert Shih

CoreWeave more than doubled its revolving credit facility. ...

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Crusoe releases new managed services for cloud platform

May 8, 2025
Philbert Shih

Crusoe released new managed services to be delivered through its NVIDIA-enabled cloud infrastructure...

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CoreWeave makes NVIDIA GB200 NVL72 rack-scale systems available on cloud infrastructure platform

May 8, 2025
Philbert Shih

NVIDIA confirmed that NVIDIA GB200 NVL72 systems are now deployed and available on the CoreWeave clo...

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Equinix reports 1Q25 results; steady leasing momentum despite global economic uncertainty, with liquid cooling deployments emerging

May 7, 2025
Jabez Tan

Equinix reported its 1Q25 results, which reflected a stable business trajectory despite the macroeco...

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Microsoft reports 3QFY25 results; AI growing, but core cloud infrastructure the main driver and seeing acceleration

May 7, 2025
Philbert Shih

Microsoft reported its 3QFY25 results, which included the usual data points on Azure and AI growth. ...

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DoIT shares data points on growth; M&A plans oriented to technology acquisition

May 7, 2025
Philbert Shih

Managed public cloud provider DoIT shared some data points about its growth and confirmed plans to e...

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Meta reports 1Q25 results; CapEx guidance up amid steady demand outpacing supply

May 6, 2025
Philbert Shih

Meta reported its 1Q25 results, which were highlighted by an increase in CapEx guidance. ...

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