Archive for the ‘AI’ Category
Google reports 1Q25 results; steady growth, CapEx investments aimed at addressing imbalance between supply and demand
Read more...WSS: Another hyperscaler pulling back sparks yet more discussion about sector demand; conversation shifting from fake to ghost data centres
Read more...evroc raises Series A funding for data centres in Sweden, France
Sweden-based evroc disclosed that it concluded a Series A investment round of over €50m in 2024. ...
Read more...Thomson Reuters sees flat AI cloud usage, but there is more to the story
We came across an interesting data point about AI spending on cloud infrastructure platforms. ...
Read more...NVIDIA to start building, manufacturing AI supercomputers in the US; but are these factories or data centres?
Read more...Applied Digital reports FY3Q25 results; concurrent dynamics impacting movement in business model, strategy
Applied Digital reported its FY2Q25 results for the period ending February 28, 2025. ...
Read more...Fake data centres: the ghosts of data centre futures
The above content is published here with the author’s permission. Daniel Golding is the CTO for ...
Read more...Amazon CEO letter to shareholders shares insights into CapEx investments, AI role in cloud growth
Read more...WSS: More on hyperscale pullbacks and what it means as US global trade policy and its potential negative consequences looms
The past week saw yet more discussion and debate on the question of Microsoft’s recent pullba...
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