Archive for the ‘Self-Build’ Category
Microsoft oversupply build situation seems to be near-term and the results of various dynamics; all signs point to little overall demand drop-off
Read more...WSS: CoreWeave goes public as AI infrastructure builds move forward, while investment and CapEx outlays continue to climb
Read more...Crusoe to start second phase construction of campus in Abilene, Texas; positive indicators, implications for Microsoft infrastructure decisions
Read more...WSS: NVIDIA epitomizes optimistic side of the bull versus bear debate and the driving forces behind the marshalling of infrastructure resources
Read more...Microsoft plans second campus in Zaragoza, Spain
Microsoft received approval for a second campus in the Spanish city of Zaragoza. ...
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