Archive for the ‘Neocloud’ Category

TeraWulf acquires sites in Kentucky, Maryland for data centre development

February 11, 2026
Philbert Shih

TeraWulf acquired two brownfield sites in Hawesville, Kentucky and Charles County, Maryland that it ...

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Nscale taps Armada containerised data centres for global edge deployments

February 11, 2026
Sacha Kavanagh

UK-based neocloud Nscale signed a LoI with San Francisco-based modular data centre developer Armada....

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Aker Nscale plots another Norway data centre

February 11, 2026
Sacha Kavanagh

Media reports indicate Aker Nscale is planning a 96MW data centre in Skien, ~135km southwest of the ...

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Runpod shares data points on aggressive growth trajectory

February 9, 2026
Philbert Shih

RunPod, a New Jersey-based GPU cloud provider, shared some data points on its growth trajectory, alo...

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WSS: Hyperscalers kick off earnings season and show more growth acceleration, raise CapEx commitments

February 9, 2026
Philbert Shih

Earnings season is now well underway as reporting for the last quarter of the previous calendar yea...

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WSS: More concerns around AI infrastructure build-out play out in investments, legal action; more leasing and builds

February 2, 2026
Philbert Shih

The past week saw more activity in the emerging neocloud space. NVIDIA made a $2b investment in Core...

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MI: M&A oriented to technology, capabilities continues and adds raw resources to list

January 30, 2026
Philbert Shih

During the past month, we picked up coverage of a number of M&A transactions that were disclose...

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MI: The next hyperscaler clouds make moves in different directions

January 30, 2026
Philbert Shih

The past month saw two companies that could potentially become hyperscale cloud infrastructure platf...

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Lawsuit filed against CoreWeave focuses on single-vendor reliance; does not match up with reality

January 27, 2026
Philbert Shih

A class-action lawsuit has been filed that alleges CoreWeave has committed securities fraud by misle...

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WSS: PTC saw various conversations around the state of demand and potential solutions to addressing constraints and imbalances

January 26, 2026
Philbert Shih

It was a somewhat slower week as the sector gathered in Hawaii for the annual PTC event. Originally ...

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Nebius improves control metrics for AI Cloud 3.1

January 20, 2026
Sacha Kavanagh

Nebius AI Cloud 3.1 was released late last year and featured a number of feature and capability enha...

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