Posts Tagged ‘cloud’

WSS: Growth acceleration continues across ecosystem as AMD looks to build out delivery channel

March 2, 2026
Philbert Shih

The past week saw earnings season continue, with results coming from the neocloud, webscale and man...

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MI: OpenAI, Anthropic continue to show unprecedented growth rates

February 27, 2026
Philbert Shih

There were reports in the past month that revealed data points about the unprecedented pace of growt...

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MI: Neoclouds using colocation, hyperscalers overflowing to neoclouds in pursuit of GPU capacity

February 27, 2026
Philbert Shih

Neoclouds and hyperscalers continue to search for capacity to house GPU infrastructure. In the past ...

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MI: Webscale cloud providers show revenue growth acceleration

February 27, 2026
Philbert Shih

The hyperscalers saw cloud infrastructure growth accelerate in the recent quarterly reporting period...

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MI: Hyperscalers kick off earnings season and see cloud infrastructure growth acceleration as other KPIs underscore momentum

February 27, 2026
Philbert Shih

The past month saw the start of earnings season and the hyperscalers, as always, got the ball rollin...

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Ooredoo-Oracle advance sovereign AI cloud in Qatar with Oracle Alloy

February 26, 2026
Swapna Subramani

Ooredoo and Oracle confirmed expansion of a partnership and collaboration to deliver sovereign AI an...

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Oracle Database@AWS goes live in Canada, Australia

February 25, 2026
Philbert Shih

Oracle confirmed Oracle Database@AWS is now available in two additional AWS cloud regions: one in Ca...

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India shares blueprint, initiatives for AI development at AI Impact Summit 2026

February 25, 2026
Swapna Subramani

The India AI Impact Summit 2026 was hosted February 16-20 in New Delhi. Prime Minister Modi inaugura...

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Adani commits $100b to build India’s sovereign AI infrastructure

February 25, 2026
Swapna Subramani

Adani Group committed $100b to develop renewable-powered, hyperscale and AI-ready data centres and a...

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STT GDC expands Chennai data centre capacity; still evaluating strategic options

February 25, 2026
Swapna Subramani

STT GDC India confirmed commissioning of a new data centre in Chennai. ...

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ESR marks India debut with 60MW Navi Mumbai data centre

February 25, 2026
Swapna Subramani

ESR marked its India data centre market entry debut with confirmation of a 60MW data centre developm...

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Blackstone backs Neysa to scale India GPU cloud and AI PaaS

February 24, 2026
Swapna Subramani

Blackstone confirmed it is leading a funding round of over $1b into India-based Neysa, an AI-oriente...

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